Create a Booking

Most bookings come in through your published booking page. You'll create them manually for walk-ins, phone bookings, or when you want to add an appointment on a client's behalf.

Steps

1. Open the Calendar and click New Booking, or click directly on an empty time slot to pre-fill the date and time.
2. Pick the client. Search by name or email; if they aren't in your practice yet, you can create their record inline by entering name and contact info.
3. Choose the service. Duration and price auto-fill from the service configuration.
4. Pick the practitioner if your practice has more than one.
5. Pick the location if your practice has more than one configured.
6. Confirm the date and time.
7. Optionally add internal notes the client won't see.
8. Click Create Booking.

What happens next

• The appointment lands on the calendar immediately.
• The client gets a confirmation email. If their record has a phone number and reminder SMS is enabled in Settings, they also get a text.
• A reminder is queued automatically based on your notification schedule.

Things to keep in mind

• Bookings outside the selected practitioner's availability prompt a warning, but you can still proceed if you intend to override your schedule.
• The price shown is the service default. You can adjust it on the resulting invoice if needed.
• If you need a recurring schedule rather than a one-off, use Recurring Appointment Series instead.