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Order Management

Tiquo provides comprehensive order management covering bookings, enquiries, and purchases throughout their entire lifecycle.

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Order Types

Bookings

Scheduled appointments with date, time, and assigned staff

Enquiries

Customer inquiries that may convert to bookings

Purchases

Product-only or walk-in transactions

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Orders List

The main orders view displays all orders with filtering and sorting:

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Columns

ColumnDescription
Order #Unique order identifier
CustomerCustomer name with profile link
TypeBooking, Enquiry, or Purchase
StatusCurrent order status
ServicesServices included
DateOrder date or appointment date
TotalOrder total amount
PaidPayment status

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Filtering

Filter orders by:
  • Status: Pending, Confirmed, Completed, Cancelled
  • Type: Booking, Enquiry, Purchase
  • Date range: Created or scheduled date
  • Location: By service location
  • Staff: Assigned staff member
  • Payment status: Paid, Unpaid, Partial

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Bulk Actions

Select multiple orders for:
  • Status update: Change status in bulk
  • Export: Download as CSV
  • Assign: Assign to staff member
  • Cancel: Bulk cancellation

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Creating Orders

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New Booking

1

Click New Booking

From orders list, click New Booking or press N
2

Select Customer

Search for existing customer or create new
3

Choose Location

Select service location
4

Add Services

Select services and quantities
5

Pick Date & Time

Choose from available slots
6

Assign Staff

Optionally assign to specific staff member
7

Add Notes

Include any special instructions
8

Confirm

Review and create booking

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New Enquiry

1

Click New Enquiry

From orders list, click New Enquiry
2

Select Customer

Choose or create customer
3

Select Services

Add interested services
4

Add Details

Include enquiry notes and preferences
5

Set Priority

Set follow-up priority
6

Create

Save the enquiry for follow-up

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Order Details

Click any order to view complete details:

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Order Header

  • Order number and status badge
  • Customer information with quick link
  • Creation date and last update
  • Quick action buttons

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Order Information

List of services included:
  • Service name and description
  • Duration and price
  • Assigned staff
  • Special requests
Appointment details:
  • Date and time
  • Duration
  • Location/room
  • Recurrence (if applicable)
Payment information:
  • Total amount
  • Payments received
  • Outstanding balance
  • Payment history
Order timeline:
  • Status changes
  • Communications sent
  • Notes added
  • Staff actions

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Order Actions

ActionDescription
EditModify order details
RescheduleChange appointment time
CancelCancel the order
Process PaymentTake payment
Send ReceiptEmail receipt to customer
Add NoteAdd internal note
DuplicateCreate similar order

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Order Status

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Status Flow

                    ┌──────────────┐
                    │   Pending    │
                    └──────┬───────┘
                           │
              ┌────────────┼────────────┐
              ↓            ↓            ↓
        ┌──────────┐ ┌──────────┐ ┌──────────┐
        │ Confirmed│ │ Cancelled│ │ No-Show  │
        └────┬─────┘ └──────────┘ └──────────┘
             │
             ↓
        ┌──────────┐
        │In Progress│
        └────┬─────┘
             │
             ↓
        ┌──────────┐
        │ Completed │
        └──────────┘

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Status Definitions

StatusDescription
PendingOrder created, awaiting confirmation
ConfirmedOrder confirmed by customer or staff
In ProgressService being delivered
CompletedService finished, may await payment
CancelledOrder cancelled before completion
No-ShowCustomer didn’t attend

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Payments

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Processing Payments

From order details:
  1. Click Process Payment
  2. Select payment method:
    • Card (Stripe terminal)
    • Card (manual entry)
    • Cash
    • Other (gift card, credit, etc.)
  3. Enter amount (full or partial)
  4. Confirm payment

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Payment Status

StatusDescription
UnpaidNo payment received
PartialSome payment received
PaidFull payment received
RefundedPayment was refunded
DisputedPayment under dispute

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Tipping

If enabled, tips are collected:
  • During PDQ payment
  • Through online checkout
  • Added manually after service

Payment Setup

Configure payment processing

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Notifications

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Automatic Emails

Configure automatic notifications:
TriggerEmail
Booking CreatedConfirmation email
24 Hours BeforeReminder email
After ServiceFollow-up/review request
CancellationCancellation confirmation
RescheduleUpdated booking details

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Manual Communications

Send ad-hoc messages from order:
  • Custom email
  • SMS (if configured)
  • Include order details automatically

Email Marketing

Configure email templates

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Calendar View

View bookings in calendar format:
  • Day, week, or month views
  • Filter by location or staff
  • Drag to reschedule
  • Click for quick actions
Use the calendar view for managing daily schedules and spotting availability.

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Recurring Bookings

Create recurring appointments:
  1. Create initial booking
  2. Click Make Recurring
  3. Set frequency:
    • Daily
    • Weekly
    • Bi-weekly
    • Monthly
  4. Set end date or occurrence count
  5. Save recurring series

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Managing Recurring Bookings

  • Edit single occurrence or entire series
  • Cancel single or all future occurrences
  • View all occurrences in series

Bookings

Detailed booking management

Enquiries

Managing enquiries

Order Lifecycle

Understanding order flow

Payments

Payment configuration