Create a Booking

Create a Booking

You can create bookings manually from the calendar whenever you need to schedule an appointment on behalf of a client.

Steps

1. Navigate to the Calendar page.
2. Click the New Booking button, or click directly on an empty time slot.
3. Fill in the booking form:
   • Client -- Search for an existing client or create a new one inline.
   • Service -- Select the service from your list. The duration and price auto-fill based on the service configuration.
   • Practitioner -- If your practice has multiple practitioners, choose the one providing the service.
   • Date & time -- Pick an available date and time slot.
   • Notes -- Optionally add internal notes that won't be visible to the client.
4. Click Create Booking to confirm.

What happens next

• The appointment appears on the calendar immediately
• The client receives a confirmation email (and SMS if enabled)
• A reminder is sent automatically before the appointment based on your notification settings

Things to keep in mind

• You can only book times that fall within the selected practitioner's availability
• If a client doesn't exist yet, you can create their profile as part of the booking flow
• The service price shown is the default; you can adjust it on the invoice later if needed