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Book Your First Client

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Home/Help/Getting Started/Book Your First Client

Book Your First Client

This guide walks you through creating your first appointment on Stillpoint, whether you're booking on behalf of a client or they're booking themselves.

Option 1: Create a booking manually

  1. Go to the Calendar page and click New Booking (or click directly on a time slot).
  2. Select the client. If the client doesn't exist yet, you can create them inline by entering their name and contact details.
  3. Choose a service from your list of configured services.
  4. Pick a date and time that falls within your availability.
  5. Add any optional notes, then click Create Booking.

The appointment appears on your calendar immediately, and the client receives a confirmation notification via email (and SMS if enabled).

Option 2: Let the client self-book

  1. Share your booking page link with the client.
  2. The client selects a service, chooses a practitioner (if applicable), picks an available time, and fills in their details.
  3. Once they confirm, the appointment shows up on your calendar automatically.

After the booking

  • View the appointment details by clicking on it in the calendar
  • Add session notes from the appointment detail view
  • Generate an invoice if needed

What if something goes wrong?

You can reschedule or cancel any booking from the calendar. The client is notified automatically when changes are made.

Related Articles

Create a Booking

How to manually create an appointment for a client.

Add a Client

How to create a new client profile manually.

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