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‎docs/comfortbookings/how-to-install.md‎

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## How to install “Comfort Bookings & Appointments Pro”
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**Comfort Bookings & Appointments Pro** doesn’t work without the core plugin **Comfort Bookings & Appointments**. So, before you install the pro addon you need to have the core Comfort Bookings & Appointments plugin installed and activated (if you want to activate this pro addon). So, Comfort Bookings & Appointments Pro is an addon plugin for core plugin Comfort Bookings & Appointments.
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To install Comfort Bookings & Appointments Pro you have to purchase [license and download](https://comforterp.com/product/comfort-bookings-and-appointments-complete-invoice-plugin-for-wordpress/#downloadarea) from our website and then install manually.
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To install Comfort Bookings & Appointments Pro you have to purchase [license and download](https://comforterp.com/product/comfort-bookings-and-appointments-complete-bookings-plugin-for-wordpress/#downloadarea) from our website and then install manually.
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**Last modified:** July 13, 2025

‎docs/comfortbookings/user-guide/dashboard.md‎

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---
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title: "Comfort Bookings & Appointments Documentation"
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description: "Comfort Bookings & Appointments index description."
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keywords: "Comfort Bookings & Appointments index keywords."
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url: "/comfortbookings/dashboard"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Dashboard
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The Global Dashboard serves as the **central hub** for managing and monitoring your bookings & appointments system. It provides a comprehensive overview of key metrics, quick access to important data, and graphical representations of your bookings status. Users can **filter the displayed information** by month, ensuring a personalized and focused experience.
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## Key Features ##
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**Dashboard Overview**:
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The Dashboard Overview provides a quick summary of your bookings system's key components, offering users a **snapshot of critical data**.
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**Quick Information**:
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The Quick Information section displays concise summaries by graphs of key components, helping users stay informed without needing to navigate through multiple sections.
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**Latest Information**:
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+ This section shows the most recently added bookings in your system.
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## Graphs ##
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The Graphs section **visually represents** your bookings data, making it easier to understand trends and make informed decisions.
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**Available Graphs**:
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+ **Monthly Bookings Overview**: Displays a comparative analysis of bookings count trends.
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**Benefits**:
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+ Helps track yours bookings by date.
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+ Viewable as a detailed graph on the dashboard.
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+ Supports informed business planning by **bookings summary** effectively.
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## Filtering Options ##
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All dashboard data can be filtered to provide a more focused view based on:
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+ **Month**: Choose a particular month and year to **filter data** and graphs.
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## Use Case Scenarios ##
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+ **Track Monthly Bookings**: View how much bookings occurred for a **specific month**.
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+ **Monitor Latest Activities**: Quickly check recent bookings without navigating away from the dashboard.
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+ **Month-Specific Data**: Filter all graphs and logs by month to analyze business health independently.
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+ **Plan Strategies**: Use the Overview and latest input categorization to develop effective budgeting strategies.
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This Dashboard is designed to provide all necessary insights in one place, ensuring users can efficiently manage and monitor their required operations.

‎docs/comfortbookings/user-guide/emails-manager.md‎

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---
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title: "Comfort Bookings & Appointments Documentation"
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description: "Comfort Bookings & Appointments index description."
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keywords: "Comfort Bookings & Appointments index keywords."
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url: "/comfortbookings/emails-manager"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Email Manager
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The Email Manager is a powerful tool designed to streamline the management of **email templates and configurations** within the system. This component allows users to view, enable/disable, and customize various email templates, ensuring that email communications are aligned with business needs and preferences.
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## Key Features ##
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**Email List Management**:
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+ The Email Manager provides a comprehensive list of all **available email templates** within the system. Users can easily view and manage the templates to ensure they are up-to-date and relevant.
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**Enable/Disable Email Templates**:
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+ Users can enable or disable specific email templates, allowing for **greater control** over which templates are actively used in the system. This feature ensures that only relevant and necessary emails are sent out, reducing unnecessary communication.
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**Recipient Management**:
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+ For email templates with static recipients, the Email Manager allows users to change the **recipient information**. This flexibility ensures that emails are sent to the correct recipients, whether it's a predefined static email address or a dynamic address based on user settings.
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**Email Information Management**:
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+ Users can manage all related **email information**, including subject lines, content, cc, bcc and any dynamic content or placeholders within the email body. This ensures that each email template is fully customizable and can be tailored to meet specific needs.
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The Email Manager is a critical feature for managing email communications within the system, offering flexibility and control over how and to **whom emails are sent**. It ensures that users can effectively manage email configurations, improve communication workflows, and maintain a seamless user experience.

‎docs/comfortbookings/user-guide/general.md‎

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---
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title: "Comfort Bookings & Appointments Documentation"
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description: "Comfort Bookings & Appointments index description."
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keywords: "Comfort Bookings & Appointments index keywords."
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url: "/comfortbookings/general"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Comfort Bookings & Appointments User Guide
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The Comfort Bookings & Appointments plugin is a robust tool designed to streamline bookings & appointments processes in WordPress. It offers comprehensive features and settings to **manage booking types, meetings & bookings, availabilities and various payment integrations **. Below is a brief overview of its core functionalities and configurable options:
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## Core Components ##
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[Dashboard](./dashboard.md)\
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[Appointment Type Manager](./type-manager.md)\
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[Meeting & Booking Manager](./meeting-booking-manager.md)\
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[Payment History Manager (Pro)](./payment-history-manager.md)\
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[Tools Manager](./tools-manager.md)

‎docs/comfortbookings/user-guide/helps-updates.md‎

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---
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title: "Comfort Bookings & Appointments Documentation"
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description: "Comfort Bookings & Appointments index description."
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keywords: "Comfort Bookings & Appointments index keywords."
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url: "/comfortbookings/helps-updates"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Helps & Updates
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The Helps & Updates section is a central hub within the system, providing users with essential resources for staying informed and supported. This section is divided into several key blocks that offer detailed information on updates, support, and other products related to the plugin.
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## Key Features ##
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**Bookings & Appointments Core Plugin Changelogs**:
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This block provides detailed changelog information for the Bookings & Appointments Core Plugin. Users can view a chronological list of **updates, bug fixes, and feature enhancements** made to the core plugin, helping them stay informed about the latest improvements and changes.
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**Bookings & Appointments Pro Addon Changelogs**:
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This section includes the changelog for the Bookings & Appointments Pro Addon. Users can track the updates, new features, and fixes specific to the Pro Addon version, ensuring they are always up-to-date with the premium features and improvements available.
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**Other WordPress Plugins**:
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In this block, users can explore other WordPress plugins developed by the same team. It provides links to additional products and tools, allowing users to easily discover and access other plugins that may complement or enhance their website functionality.
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**Help & Supports**:
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The Help & Supports block offers quick access to user guides, FAQs, troubleshooting tips, and direct support channels. Users can find the resources they need to resolve issues or get assistance with using the plugin effectively.
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**Codeboxr News Updates**:
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This section highlights news updates from Codeboxr, the development team behind the plugin. Users can stay updated on company announcements, new releases, upcoming features, and other relevant news that may impact their experience with the plugin.
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The Helps & Updates section is an essential resource for users, providing easy access to updates, support, and additional tools. It helps ensure users are informed, supported, and able to make the most of their experience with the Bookings & Appointments plugin and other Codeboxr products.

‎docs/comfortbookings/user-guide/payment-history-manager.md‎

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---
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title: "Comfort Bookings & Appointments Documentation"
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description: "Comfort Bookings & Appointments index description."
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keywords: "Comfort Bookings & Appointments index keywords."
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url: "/comfortbookings/payment-history-manager"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Payment History Manager
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The **Payment History Manager** is a comprehensive tool designed to track and manage all payments associated with bookings, ensuring accurate financial records and real-time payment status updates.
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## Key Features ##
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### **Payment Tracking & Status Management**:
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+ Each **payment history** is recorded when a payment is made, ensuring a clear audit trail.
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+ Payments can have different **statuses**, including:
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- **Completed**: Payment successfully processed.
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- **Pending**: Payment is initiated but not yet completed.
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- **Failed**: Payment attempt was unsuccessful.
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- **Canceled**: Payment was voided or not processed.
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+ Users can **update the payment status** as transactions are verified or processed.
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### **Manual Payment Adjustments**:
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+ For **manual payments** (e.g., **cash** or **bank transfers**), users can **update the payment amount** manually.
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+ The maximum amount cannot exceed the **booking amount**, ensuring payment accuracy.
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+ Maintain transparency in payment records by allowing **adjustments only within permissible limits**.
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### **Payment Notes & Documentation**:
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+ Add or update **notes** for each payment history entry to document transaction details or remarks.
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+ Notes help keep track of important payment-related information for future reference.
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### **Seamless Integration with Invoicing**:
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+ Payments are linked to bookings, ensuring **real-time updates**.
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+ Partial payments and multiple payment entries are supported, ensuring accurate financial tracking.
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+ Automatically update **booking status** based on received payments.
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### **Payment History Management & Workflow**:
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+ View and manage **complete payment records**, including status, amount, and transaction details.
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+ Modify payment details and notes while maintaining **audit integrity**.
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+ Ensure financial compliance and accuracy with **secure and controlled payment adjustments**.
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The **Payment History Manager** enhances financial tracking, ensuring seamless payment processing, transparent status updates, and efficient reconciliation of booking payments.

‎docs/comfortbookings/user-guide/settings-manager.md‎

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---
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title: "Comfort Bookings & Appointments Documentation"
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description: "Comfort Bookings & Appointments index description."
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keywords: "Comfort Bookings & Appointments index keywords."
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url: "/comfortbookings/settings-manager"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Settings Manager
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This short guide provides a basic walkthrough for setting up the Comfort Bookings & Appointments plugin. For detailed instructions on each component, refer to the specific sections in the plugin documentation.
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# General Settings Overview #
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The Comfort Bookings & Appointments plugin is designed with a modular and intuitive settings structure, ensuring that users can easily configure and tailor the plugin to their specific needs. Below is an overview of the key configuration areas:
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# Accessing the Settings Panel #
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Navigate to **Comfort Bookings & Appointments > Settings** in the WordPress admin dashboard. This section is organized into various sections, each dedicated to specific configuration options.
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## Basic Settings ##
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These fundamental settings allow you to define core parameters for your bookings system. Some key options:
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+ **Default Country:** Set the default country for all over the plugin.
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+ **Default Currency:** Set the default currency for transactions.
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+ **Number Settings**: Here we have option Number of Decimals, Decimal Separator, Thousand Separator, Currency Position.
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Other options like **Show login form for guest user**, **Guest User Login Form**, **Show Register link to guest**, **On Uninstall delete plugin data** are self introductory. Labels are there to guide.
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## Additional Settings Sections ##
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### **Default Availability** ###
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+ Set default timezone
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+ Add start of the week
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+ Configure Default weekdays and exceptions.
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### **Booking Type Listing** ###
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+ Bookings type listing page configurations.
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### **Seo Settings** ###
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+ Set seo related accounts, formats and other required information's.
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### **Payment Settings** ###
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+ **Enable/Disable Payments**
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+ **Enable/Disable Specific Payment Methods**
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+ **Online Payment Gateway Configuration** – Enter API keys for supported payment providers.
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The **Settings Manager** provides a flexible configuration system, allowing businesses to tailor the **Comfort Bookings & Appointments** plugin to their specific financial and operational needs.

‎docs/comfortbookings/user-guide/tools-manager.md‎

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---
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title: "Comfort Bookings & Appointments Documentation"
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description: "Comfort Bookings & Appointments index description."
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keywords: "Comfort Bookings & Appointments index keywords."
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url: "/comfortbookings/tools-manager"
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type: "type"
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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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---
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# Tools Manager
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The Tools Manager provides essential utilities for managing **system data** and configurations within the platform. It offers three powerful features to enhance data management and ensure smooth operations. These tools help users maintain the integrity of their system, migrate data.
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## Options ##
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**Reset Option Data**:
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+ The Reset Option Data feature allows users to **reset specific option** data within the system. Users can view the available options and choose which one to reset. This feature ensures that users can easily clear outdated or incorrect option data, restoring the system to its default or desired state.
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**Migration Files**:
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+ The Migration Files feature provides users with visibility into which migration files have been successfully migrated and which have not. Users can also initiate **migrations directly** from this section, allowing for streamlined data transfer and system updates. This functionality is crucial for maintaining data consistency during system upgrades or migrations.
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The Tools Manager is an integral part of the system, offering critical utilities to **keep data organized**, ensure smooth migrations. These features enhance data integrity and improve the overall functionality of the system.
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‎docs/comfortinvoice/user-guide/dashboard.md‎

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site_name: "Comfort ERP"
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image: /seo_card.png
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card: "article"
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# Dashboard

‎docs/comfortinvoice/user-guide/settings-manager.md‎

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+ **Number Settings**: Here we have option Number of Decimals, Decimal Separator, Thousand Separator, Currency Position.
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Other options like **Show login form for guest user**, **Guest User Login Form**, **Show Register link to guest**, **Allow Edit Protected Logs**, **On Uninstall delete plugin data** are self introductory. Labels are there to guide.
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Other options like **Show login form for guest user**, **Guest User Login Form**, **Show Register link to guest**, **On Uninstall delete plugin data** are self introductory. Labels are there to guide.
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## Additional Settings Sections ##
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