Create an appointment

Open Scheduling. You need a customer, an Active service, and staff who are not On leave.

Do this first

1. Add to schedule.
2. Choose Customer, Service, Specialist, and Date & time.
3. Add to schedule.

Also on this page

• If there is a conflict, follow the prompt and submit again.
• Appointment actions → Edit, Change status, Delete, plus Notify staff or Notify customer.
• Staff see it in top-bar Notifications, and can also get SMS or email. Customers get SMS or email (depending on contact details and SMS credits).
• Statuses: Booked, Checked in, Completed, No-show, Cancelled.
• Staff on leave do not appear as bookable.

Clients can also book themselves — see Online booking. Take payment later from Appointment actions → Checkout, or on Payments. After a successful Checkout, Recharge, or Passes sale, the customer can get SMS or email with remaining balance or sessions.