# Allocations

> The reservations space — statuses, assignment to a team member, search, filters, statistics, and what a single reservation holds.

- Source: https://support.unifunl.io/en/help/services-reservations/allocations
- Category: Services & reservations (`services-reservations`)
- Language: en
- Updated: 2026-09-17

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**Allocations** replaces the Orders space. It gathers everything the agent booked into your calendar, plus everything your team entered by hand.

![The Allocations space: status views on the left, counters at the top, one row per reservation.](https://support.unifunl.io/help/screenshots/49-allocations-list.jpg)

Views down the left side split the list by status, and the counters at the top repeat the total, the pending, the assigned, the confirmed and the completed. **Statistics**, at the foot of the same rail, swaps the list for a dashboard. A note below it points out that resources are managed in **Settings → Resources**.

## The statuses

| Status | What it means |
| --- | --- |
| Pending | Booked but not yet confirmed by your team. This is the daily work queue. |
| Assigned | Someone on your team owns it. It is still unconfirmed — assignment says *who is handling this*, not *this is settled*. |
| Confirmed | Your team validated the slot with the customer. |
| Completed | The service took place. |
| Cancelled | The reservation will not happen. |

> **Pending is the queue that costs you money.** Every row in it is a customer who asked for a slot and has not heard back. Work it down daily, the same way you would work a pending order.

## Search, filter, export

Search accepts the customer's name, their phone number, the service type or the description. The dropdown immediately to its right decides how wide it looks:

| Scope | What it searches |
| --- | --- |
| **Everything** | The default — customer, phone, resource type and description. |
| **Notes only** | Just the notes your team wrote on the reservation. |

![The search-scope dropdown: Everything, or Notes only.](https://support.unifunl.io/help/screenshots/76-allocations-search-scope.jpg)

> **Notes only is how you find the thing nobody put in a field.** *Allergy*, *paid in advance*, *rescheduled twice* — if your team writes it down, this is how you get it back. Searching Everything for the same word also drags in every customer name and description that happens to contain it.

Three filters sit beside the search box — **Dates**, the assignee filter (**Anyone**), and **All resource types** — with a sort control offering **Recently added**. **Export** takes the list out as a file.

![The date filter separates three moments: when the reservation was created, when it starts and when it ends.](https://support.unifunl.io/help/screenshots/50-allocations-datefilter.jpg)

The **Filter by date** popover holds three independent ranges — **Created**, **Starts** and **Ends** — and **Apply** commits them. **Clear** drops them again.

> **The filter worth knowing.** *Created* filters on the date the appointment was booked; *Starts* on the date the service happens. To prepare next week, filter on **Starts**. To measure what the agent produced, filter on **Created**.

## Give a reservation an owner

A reservation nobody owns is a reservation everybody assumes someone else is handling. Assignment fixes that.

Open a reservation and look at the foot of the panel: it reads **Assigned to — Nobody yet**, beside an **Assign to** button. The button opens a searchable list of your team; picking someone hands them the reservation, moves it into the **Assigned** view and stamps their name under the customer in the list.

![The Assign to picker: a searchable list of your team.](https://support.unifunl.io/help/screenshots/79-allocation-assign-to.jpg)

The assignee filter in the toolbar reads the same field back:

| Choice | What you get |
| --- | --- |
| **Anyone** | The default. No filtering on ownership. |
| **Unassigned** | Everything nobody has picked up. The queue that needs a decision. |
| A team member | That person's workload. Your own name is tagged *you*. |

![The assignee filter: Anyone, Unassigned, then each member — your own name tagged you.](https://support.unifunl.io/help/screenshots/77-allocations-assignee-filter.jpg)

![The Assigned view: the owner's name under the customer, a note counter, and the Assigned badge.](https://support.unifunl.io/help/screenshots/75-allocations-assigned-view.jpg)

> **Start with Unassigned, not with your own name.** Work that has an owner is being handled. Work with no owner is the only pile where a reservation can sit untouched until the customer gives up.

Assignment does not confirm anything, and it does not notify the customer. It is an internal answer to *whose job is this*. See [Team and roles](https://support.unifunl.io/en/help/account-billing/team-and-roles) for who can be assigned.

## A single reservation

Clicking a row opens the panel on the right.

![A reservation's detail: service, slot, the customer's answers, internal notes and the channel it came from.](https://support.unifunl.io/help/screenshots/51-allocation-detail.jpg)

| Block | What it holds |
| --- | --- |
| **Resource** | The service type, the booking kind and the quantity. |
| **Schedule** | **Starts at** and **Ends at**, editable from the pencil. |
| **Customer answers** | What the customer answered to the resource type's questions. This is the context the agent collected for you. |
| **Notes** | Internal remarks for the team, added one at a time with **Add note**. An empty block offers *Add the first note*; once there are notes, the list row carries a small **1 note** counter. The customer never sees them. |
| **Source** | The channel the reservation came from, and a **View conversation** button that reopens the discussion. |
| **Assigned to** | Who owns it, at the foot of the panel, with the **Assign to** button beside it. |

![A reservation's panel: the notes block, who owns it, and the three buttons that settle it. The Conflict badge sits beside the status.](https://support.unifunl.io/help/screenshots/78-allocation-detail-notes.jpg)

Three buttons at the foot of the panel move the reservation to **Confirmed**, **Rejected** or **Cancelled**.

> **Rejected is not one of the list views.** The views on the left are All, Pending, Assigned, Confirmed, Completed and Cancelled. If you reject a reservation, reach it again through search rather than by looking for a Rejected view.

A reservation that overlaps a full slot also carries a **Conflict** badge next to its status — it was accepted because the resource type allows overbooking. See [Resources](https://support.unifunl.io/en/help/services-reservations/resources).

## Statistics

**Statistics**, at the foot of the left rail, replaces the list with a dashboard over a period you choose — a granularity control (**Daily** and its neighbours), a date range, and **Export PDF**.

![The Statistics dashboard: the KPI tiles, the period controls and Export PDF, then the charts.](https://support.unifunl.io/help/screenshots/80-allocations-statistics.jpg)

Five tiles run across the top: **Allocations**, **Pending**, **Confirmed**, **Confirmation rate** and **Cancellation rate**, each with its own sub-line — how many resources and units are active, how many reservations still need review, how many are completed. A strip underneath adds the things only a pattern can tell you: what share the agent booked on its own, how far ahead people book, and whether anything confirmed is actually coming up.

Below that, the charts: **Allocations over time**, **By status**, **By channel**, **By kind**, **Top services by allocations** and **Top resources**.

> **Confirmation rate is the number to watch.** It divides confirmed and completed reservations by the total. A rate that sits low while Pending climbs does not mean the agent is booking badly — it means nobody is working the pending queue.

## FAQ and troubleshooting

### The customer answers block is empty

The resource type had no **AI customer questions** set when the reservation was made. Fill that field on the type and later bookings will carry the answers — see [Resources](https://support.unifunl.io/en/help/services-reservations/resources).

### I need next week's appointments

Open **Dates** and fill a range under **Starts**. *Created* would give you the bookings taken next week, which is a different list.

### How do I see only what nobody has picked up?

Set the assignee filter to **Unassigned**.

### Someone left the team — what happens to their reservations?

They keep their assignment and stay visible under that name. Filter by that member and reassign each one with **Assign to**.

### I know a customer mentioned something but I cannot find it

Switch the search scope to **Notes only** and search the word your team would have written.

### Can I move a reservation to another slot?

Yes. Open it and use the pencil on **Schedule** to change **Starts at** and **Ends at**.

### Where did this reservation come from?

The **Source** block names the channel, and **View conversation** reopens the thread it was booked in.

## What's next?

Not every appointment arrives through a conversation. Some you take yourself.

[Booking a reservation](https://support.unifunl.io/en/help/services-reservations/booking-a-reservation)

## Related articles

- [Services mode overview](https://support.unifunl.io/en/help/services-reservations/services-mode-overview.md): Switch your workspace to Services so the agent books appointments instead of taking orders, and see exactly what changes.
- [Resources](https://support.unifunl.io/en/help/services-reservations/resources.md): Define what customers can book — resource types, individual units, durations, capacity, and the questions the agent asks before it reserves.
- [Booking a reservation](https://support.unifunl.io/en/help/services-reservations/booking-a-reservation.md): Enter an appointment by hand, check the slot is free before you commit, and book straight from a conversation.
- [Team and roles](https://support.unifunl.io/en/help/account-billing/team-and-roles.md): Invite colleagues by email, understand what Owner, Admin and Member can each reach, and keep an eye on your seat count.