When a customer calls or comes in to book, you can create the appointment yourself from the Schedule tab of Services. This article explains how to book a single appointment, create a new customer while booking, set up a repeating appointment, and record a walk-in.
Where do I book an appointment for a customer?
In the left menu click Services, then click the Schedule tab (1) at the top of the page.
Make sure Services is selected under Source and Calendar is selected under View (2). The week calendar shows your existing appointments.
Click + New Appointment (3). The New Appointment window opens.
How do I book a single appointment?
In the Service & Employee section, open the Service drop-down (1) and choose the service. The service's duration and price are shown next to its name.
Open the Employee drop-down (2) and choose the employee who will perform the service. Only employees assigned to that service are listed.
Click the Customer section to open it, then click the Customer field (1) and type part of the customer's name. Matching contacts are listed with their email and phone (2); click the one you want.
Click the Date & Time section to open it. On the calendar (1), use the arrows to move between months and click the day. Days the employee does not work are shaded.
Pick the time either by clicking one of the available start times listed under Or select available slot (5), or by typing a time in Enter Start Time (2). The end time is calculated from the service duration and shown under the field.
If you need to block more time on the calendar than the service duration, choose an amount under Extra Block-Off Time (3).
The Price shown is the service price. To charge a different amount for this appointment, click Change price (4), type the new price, and click Reset to default if you change your mind.
Click Create Appointment at the bottom right.
The appointment appears on the calendar as a colored block showing the service, the status Scheduled, the customer and the employee. Use the arrows and the date picker (1) to move between weeks, and Week or Day (2) to change the view.
How do I create a new customer while booking?
In the Customer section of the New Appointment window, click Create new contact under the Customer field. The Create New Contact window opens.
Type the customer's Full Name (1) and Phone Number (2). Both are required. Contact Type, Source and Tag are optional.
Click Create Contact (3). The window closes and the new customer is already selected in the Customer section.
Continue with the Date & Time section as usual.
The new customer is also saved in Contacts, so you can select them for future appointments.
How do I set up a repeating appointment?
Fill in the Service & Employee, Customer and Date & Time sections as for a single appointment. The date and time you pick become the first visit.
Tick Repeat this appointment (1).
Next to Repeats, click Weekly or Monthly (2).
In Every (3), type how many weeks or months should pass between visits, for example 6 for every six weeks.
For weekly repeats, the weekday of the first visit is highlighted under On (4).
Under Ends (5), choose After and type the number of visits, or choose On date and pick the last date.
Check the list of visits (6). Each date is checked against the employee's availability, and the text under the list shows the price of the first visit and of each later visit.
Click Create Recurring Appointments at the bottom right.
Every visit is created as its own appointment and appears on the calendar. In the List view, these appointments carry a Recurring tag next to the service name.
How do I record a walk-in?
Use Walk In when a customer is already in front of you and the appointment starts now.
Click + New Appointment on the Schedule tab.
Choose the Service and Employee, then open the Customer section and select or create the customer.
Click the green Walk In button (1) at the bottom of the window. You do not need to open the Date & Time section.
The appointment is created for today, starting at the current time and lasting the service duration, and it is listed on the Schedule for today.