Make a new booking

You can book from Appointments with the New booking button, or by clicking any free time in the calendar.

Step by step

1. 1Step 10:03

   Open Appointments

   Once you’re signed in, open Appointments from the menu.

2. 2Step 20:07

   Read the calendar

   At the top you’ll see today’s bookings and who’s next. Below, the calendar shows the whole team by day, week or month.

3. 3Step 30:15

   Show one person’s schedule

   In the team list, untick the others, and the calendar shows only their bookings.

4. 4Step 40:22

   Add services

   Click New booking, then Add services, and pick one or more. The summary on the side adds up the price and the time.

5. 5Step 50:32

   Add extras

   Each service has its own extras, like Express service, added with one click.

6. 6Step 60:37

   Pick who and when

   Pick a team member, then the day and time. A second service is placed straight after. To change it, click Change and pick another time.

7. 7Step 70:50

   Repeat for regulars

   Turn on Repeat, choose how often and how many visits. Every date is checked, and any clash is flagged so you can move it or skip it.

8. 8Step 81:00

   Choose the client

   Search for an existing client, or type a new client’s name and mobile number.

9. 9Step 91:05

   Confirm and verify

   The WhatsApp switch sends the confirmation and reminders. Turn it off for a walk-in. Then book without a code, or verify the client with a WhatsApp code.

10. 10Step 101:15

    Book

    Click Book, and the visits show up in the calendar.