Published article · Version 3
Before you begin
Make sure the service, staff member and location you need are available. Staff members need permission to create or edit appointments.
Note: Requires product confirmation: exact permission names and role controls may differ from your final configuration.
Create the appointment
- 1Open Calendar.
- 2Select an available time, or choose New booking.
- 3Search for a customer, or create a new profile.
- 4Add one or more services.
- 5Choose the professional and, if you use them, a room or resource.
- 6Review the date, time, duration and price.
Screenshot: the New booking panel
Tip: Use buffers when staff need preparation or clean-up time between appointments.
Confirm the details
Choose whether to send a confirmation and reminder, then select Create booking.
Important: Check the customer’s mobile number and email address first, so confirmations and reminders reach them.
Troubleshooting
If a time is unavailable, check the staff member’s working hours, breaks, room availability and any existing bookings.
Was this helpful?