Book an appointment for a client
Take a booking yourself, over the phone, at the desk or on the floor, from the console or the mobile app.
In the console#
- Open the Calendar and click an empty time slot, or use New → New appointment at the top right. You can also start from the Bookings page or from a client's record.
- In New booking, pick the Service. The title, amount and length fill in automatically.
- Check the start and end time, the status and the team member.
- Under Client, search for an existing client or type a new name, email and phone. See Add & manage clients.
- Optionally add an Internal note (only your team sees it) or a Client message.
- Click Create booking. The booking opens so you can add more.
Manual bookings skip the online rules, so you can book outside the usual booking window. The client gets the same confirmation as an online booking when an email address is on file.
Need to keep a slot free instead? Use Block off time instead in the same drawer; see Block off time.
On the mobile app#
On the Calendar tab, tap the + button and choose a new booking, or tap an empty slot. Fill in the same details and save.
Payment#
A manual booking does not charge the client. You can take payment later from the booking, settle it with a code (see Pay off a booking with a coupon or gift card code), or leave the balance for the appointment. See Deposit paid, balance due & paid in full.
Walk-ins and the waitlist#
For a client already in the chair, book them into the current slot so the payment, notes and photos attach to their record. From the Waitlist, the Book action opens this same form pre-filled; see Manage the waitlist.