Creating a Booking

Overview

A booking captures a customer's appointment: the customer, one or more services, the assigned staff, the date and time, and any notes. Creating and managing bookings requires the appropriate permission on your account — if you don't see these options, check with your manager.

Starting a new appointment

You can start a booking several ways: tap an empty slot on the calendar and choose Create Booking, use + New from Table view, tap the button on an empty calendar state, convert a waitlist entry, or start from a customer's profile.

Steps

1. Choose the customer. Search existing customers or add a new one on the spot. You can also add a walk-in without capturing full details. If a customer has unpaid balances, a warning icon shows how many pending payments they have. Searching a phone number with no matches lets you create a new customer pre-filled with that number.
2. Set the date and time. This can be adjusted any time before the appointment is checked out.
3. Add notes. You'll see space for booking-specific notes as well as any notes already saved on the customer's profile.
4. Choose services. Search, browse by Packages, or browse services grouped by category. Long-press to select multiple services, then Confirm Selection. Adding a package brings in all of its included services automatically, respecting whether they run at the same time or one after another. Each service is auto-assigned to a staff member who offers it at this branch (deactivated staff are never auto-assigned) — tap any service afterward to change the staff, duration, price, or apply a discount. If a dynamic pricing rule applies to the chosen time, the adjusted price is applied automatically.
5. Check AI recommendations. Based on the customer's history, you may see suggested services, packages, products, or memberships — add any with one tap.
6. Review the total. The bottom bar shows total duration and total price (seeing the price requires checkout permission), plus a badge if no-show protection applies to this booking.
7. Save, or tap Checkout to save the appointment and move straight into taking payment.

Notes & limitations

Every edit after saving (staff reassignment, price change, customer swap, duration change, services added or removed) is recorded in the appointment's activity history. To set up a repeating series or make a quick follow-up appointment, see Managing, Editing, and Cancelling Bookings.