What you’ll need:

• Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial)

• Admin access in Kommo.

Keep in mind:

• Only users with the Admin role can set availability and add booking types.

• Notifications to leads can be sent only via Salesbot.

In this guide, you will learn how to manage bookings in Kommo:

• Manage bookings in different views

• Create a booking

• Reschedule a booking

• Cancel a booking

Manage bookings in different views

In Kommo, you can manage your bookings using three different views: Board, List, and Calendar:

• Board: Shows bookings progress by stages (Overdue, Today, Tomorrow, Next week). You can move bookings between stages using drag and drop.

• List: Displays all bookings and their details in one place and allows you to edit them in bulk (mark as complete, reschedule, cancel, or delete).

• Calendar: Provides a clear overview of your availability.

Note: You can also access individual bookings in the chat with the lead.

Create a booking

1. Open Calendar. → Click + New event.  

2. In the event modal, select Booking. 

3. Enter the lead’s name. If the lead already exists, it will be suggested automatically. 

   If the client is new, Kommo will suggest adding them as a new lead:Once you click +Create a new lead, it will be added to the leads list.

4. Choose the booking type by clicking it and selecting one from the dropdown. 

5. Click Select day and time of the booking. → Select the time slot. 

6. Click Save. 

   The booking will be displayed in the calendar: 

   Note: Bookings in Kommo cannot overlap. However, tasks can overlap with bookings.

Reschedule a booking

1. Open Calendar. Click the booking you want to reschedule. The lead card will open. 

2. Click the booking. 

3. Click the date and time field. 

4. Select the new date and time for the booking. → Click Save. 

   The new date and time will be displayed in the lead card.  

   Tip: You can also simply drag and drop the booking to the new timeslot directly in the calendar.

Cancel a booking

1. Open Calendar. Click the booking you want to cancel. The lead card will open. 

2. Click the booking. 

3. Click Delete. 

4. Confirm deletion.

You will see a success message confirming the action. The cancelled booking will be removed from the lead card and the calendar.