Creating Bookings

Learn how to create bookings manually from your dashboard, including customer selection, service assignment, and scheduling.

Quick Booking from Header

The fastest way to create a booking:

1. Click the + New Booking button in the top navigation
2. A modal will open with the booking form
3. Fill in the required fields and save

Creating from Scheduler

Create a booking directly from your calendar:

1. Navigate to Scheduler in the sidebar
2. Click on any available time slot
3. The booking form opens pre-filled with that date and time
4. Complete the remaining details and save

Booking Form Fields

When creating a booking, you'll need to fill in these details:

Customer Information

• Customer – Search existing customers or create new
• Name – Required for new customers
• Email – For sending confirmations (recommended)
• Phone – Contact number (optional unless required in settings)

Service Selection

• Service – Choose from your available services
• Duration – Auto-filled based on service, can be adjusted
• Price – Auto-filled, can be modified for special pricing

Scheduling

• Date – Select the appointment date
• Time – Choose from available time slots
• Staff Member – Assign to specific team member (if applicable)

Additional Details

• Notes – Internal notes visible only to your team
• Customer Notes – Special requests from the customer
• Status – Initial status (defaults to Confirmed for manual bookings)

Finding or Creating Customers

The customer field offers smart search:

• Type a name, email, or phone number to search
• Matching customers appear in a dropdown
• Click Create New Customer if no match found
• New customers are automatically saved to your database

Recurring Bookings

For regular appointments, set up recurring bookings:

1. Create a booking as normal
2. Toggle Recurring before saving
3. Choose the repeat pattern:
   • Daily
   • Weekly (select days)
   • Bi-weekly
   • Monthly
4. Set an end date or number of occurrences
5. Save to create all recurring instances

Custom Pricing

Override the default service price when needed:

• Click on the Price field to edit
• Enter the custom amount
• This only affects this specific booking

Common use cases:

• Discounts for loyal customers
• Package pricing
• Special promotions
• Variable pricing based on complexity

Confirmation Options

When saving a booking, you can choose:

• Send Confirmation Email – Notify the customer immediately
• Add to Calendar – Create calendar event (if calendar sync enabled)
• Mark as Paid – For walk-in payments or deposits already received

Next Steps

Now that you know how to create bookings:

• Learn about booking statuses
• Set up calendar sync
• Configure automated emails