Mobile Booking Operation Panel

TL;DR

• Mobile Booking Operation Panel keeps booking actions beside the booking details on iPad and wide layouts.
• Narrow iPad windows keep the same operation in the schedule's full content area. Phones use their established mobile flow.
• The panel header has Back to booking details and Close booking operation controls.
• SMS opens inside OpenChair only when the venue has a dedicated phone number; otherwise Device SMS opens the device SMS app.

Mobile Booking Operation Panel is the adaptive action surface for booking detail work on mobile. It lets operators reschedule, edit services, edit party size, adjust end gap, suggest times, duplicate, message, email, link a client profile, adjust the appointment duration, or create a Flash Deal without losing the selected booking context. A narrow iPad changes the workspace layout without creating another screen or modal.

What is the Mobile Booking Operation Panel?

Mobile Booking Operation Panel is a right-side operation panel that appears from the mobile booking detail screen or the iPad calendar inspector. It preserves the current booking while showing the selected action in a hosted panel.

The header uses the action label as the title and shows a context line formatted as the customer name, date, and start time. The back control has the accessibility label Back to booking details; the close control has Close booking operation.

When does the side panel appear?

The trailing panel appears only when the measured schedule canvas has enough room for the calendar and the current inspector width. If compacting the navigation rail provides enough room, OpenChair does that temporarily without changing the saved rail preference. Narrower Stage Manager and Split View windows use the full schedule content area.

Layout	Behaviour
Phone or compact entry	Opens the established full-screen or phone sheet flow.
iPad with enough schedule width	Opens BookingOperationPanel in the trailing booking detail area.
Narrow iPad booking session	Uses the schedule's full content area while retaining the selected booking.
Dedicated shared workstation	Uses a separate restricted booking view instead of this operation panel.

If another booking is selected while an operation has unsaved work, OpenChair resolves that editor's exit before changing the selected booking. If an operation completes, the booking detail and calendar data are refreshed. A successful duplicate selects the new booking in the same workspace.

Supported operations

The operation panel hosts the same native mobile action sheets that already exist for booking detail actions. The shared action registry provides the visible labels.

Action label	What it opens
Reschedule booking	RescheduleSheet for moving the appointment to another slot.
Edit services	Edit booking services for changing services, staff, timing, or service order.
Edit party size	EditPartySizeSheet for party-size bookings.
End gap	End gap timing sheet for adjusting the final booking gap.
Suggest times	CounterOfferSheet for pending bookings that need alternative times.
Duplicate booking	Duplicate booking flow for copying the itinerary to a new start time.
Message client	QuickSmsSheet when the venue has a dedicated phone number and the booking has a phone number.
Email client	QuickEmailSheet when the booking has an email address.
Find client	Client search, review and linking for a booking without a client profile.
Adjust duration	Duration controls for shortening or extending this appointment only.
Create Flash Deal	Flash Deal editing for a cancelled or no-show slot, then the device share sheet.

The booking detail screen also shows visible buttons such as Edit services, End gap, Reschedule, Edit party size, SMS, Device SMS, Email, Find client, and Adjust duration depending on booking details and venue setup. Create Flash Deal appears in the footer of a cancelled or no-show booking when the slot is open and the booking has a service.

Communication actions

Communication actions depend on the booking's contact details and the venue's messaging setup. If the booking has a phone number and the venue has a dedicated phone number, SMS opens the OpenChair Message client operation. If the venue does not have a dedicated phone number, the booking detail button shows Device SMS and opens the device SMS app instead.

If the booking has an email address and no phone number, Email opens the OpenChair Email client operation. The quick email default subject is based on the booking date.

Operation navigation

Operation navigation keeps the booking detail context in place. Use Back to booking details to close the current operation and return to the booking detail panel. Use Close booking operation to dismiss the operation from the panel header.

On compact layouts, the fallback sheets use their own close controls. For example, Duplicate booking has Cancel and Duplicate, and End gap has Save end gap and Cancel.

Who can use this

Role	Access
Owner	Can use the mobile operation panel for booking actions that their venue and booking state allow.
Manager	Can use the mobile operation panel for booking actions that their venue and booking state allow.
Team	Can use available booking operations based on normal mobile booking permissions and whether sensitive details are restricted.
Customer	Cannot use the operator mobile booking operation panel.

Common mistakes

Mistake	What to do instead
Expecting a trailing panel in every iPad window	Narrow Stage Manager or Split View windows use the full schedule content area.
Looking for SMS without a dedicated phone number	Use Device SMS. OpenChair only hosts Message client when the venue has a dedicated phone number.
Expecting Email to show for every booking	The Email action needs a booking email address.
Thinking the panel changes permissions	The panel changes presentation only. Booking status, checkout, contact details and role restrictions still decide which actions are available. The dedicated shared workstation uses another interface.
Expecting Create Flash Deal on every booking	The action appears for a cancelled or no-show booking with a service and an open slot.

Troubleshooting

Issue	Solution
The action filled the schedule area	The calendar and inspector did not both fit. Close the action to return to the booking, then close the booking to return to the calendar.
A different booking did not open immediately	Finish, discard or keep editing the current operation when prompted. The selected booking changes only after the editor allows it.
Edit services or End gap is disabled	The booking may be completed, cancelled, checked out, or otherwise locked for service edits. Check the disabled reason under the services section.
SMS opens the device app	The venue does not have a dedicated phone number, so OpenChair uses the device SMS app.
Message client is missing	Confirm the booking has a customer phone number and the venue has a dedicated phone number.
Email client is missing	Add an email address to the booking or customer profile, then reopen the booking.

Related Articles

• Mobile Calendar
• Booking Inspector & Quick Actions
• Booking Itinerary Editor
• Counter-Offers