Your First Booking

Learn how to create bookings manually and understand what customers experience when they book online.

Creating a Manual Booking

To create a booking from your dashboard:

  1. Click the + New Booking button in the header or navigate to Bookings → Create New
  2. Select or create a customer (enter name, email, phone)
  3. Choose the service they're booking
  4. Pick a date and available time slot
  5. Add any notes (optional)
  6. Click Create Booking
Quick add

You can also click directly on a time slot in the Scheduler to start creating a booking for that time.

What Customers See

When customers visit your booking page, they'll go through these steps:

  1. Select a service – Browse your services with descriptions and prices
  2. Choose date & time – See available slots based on your business hours
  3. Enter details – Fill in their contact information
  4. Review & confirm – See booking summary and confirm
  5. Receive confirmation – Get email with booking details
Test it yourself

Visit your booking link to experience the customer journey firsthand. Create a test booking to see how it all works.

Viewing Booking Details

Click any booking to see its full details:

  • Customer info – Name, email, phone number
  • Service – What was booked and duration
  • Date & time – When the appointment is scheduled
  • Status – Current status (pending, confirmed, etc.)
  • Notes – Any special requests or internal notes
  • Payment – Payment status if applicable

Confirming, Rescheduling & Canceling

Confirming a Booking

New bookings may come in as "Pending". To confirm:

  1. Open the booking details
  2. Click Confirm Booking
  3. Customer receives confirmation email (if enabled)

Rescheduling

To change the date or time:

  1. Open the booking details
  2. Click Reschedule
  3. Select new date and time
  4. Customer is notified of the change

Canceling

To cancel a booking:

  1. Open the booking details
  2. Click Cancel Booking
  3. Add cancellation reason (optional)
  4. Customer receives cancellation notice
Refunds

If the customer paid online, you may need to process a refund separately through your payment provider.

Confirmation Emails

After a booking is created, the system can send automatic emails:

  • Booking confirmation – Sent immediately when booking is confirmed
  • Reminder – Sent 24 hours before (configurable)
  • Follow-up – Sent after the appointment (optional)

Configure these in Email Settings.

Next Steps

Now that you've created your first booking: