Create a Booking

Schedule an appointment for a client with a specific service, date, and time.

bookingsappointmentsscheduling

Create a Booking

Bookings let you schedule appointments and track your calendar.

How to Create a Booking

  1. Go to Bookings from the sidebar
  2. Click New Booking
  3. Fill in:
  • Client — search for an existing contact or create a new one
  • Service — select from your configured services (includes price and duration)
  • Date — pick the appointment date
  • Time — select the start time
  • Duration — auto-fills from the service but can be adjusted
  • Notes — any special instructions
  1. Click Save

Booking Statuses

  • Pending — waiting for confirmation
  • Confirmed — appointment is confirmed
  • Completed — service has been delivered
  • Cancelled — appointment was cancelled

Managing Bookings

From the booking detail page:

  • Confirm a pending booking
  • Complete a booking after the appointment
  • Cancel if the client can't make it
  • Edit to change the date, time, or service
**Tip:** Set up your services first (under Bookings → Services) so you can quickly assign them to bookings.