Book an appointment for a customer

• A customer rings up and you take the booking there and then.
• Someone walks in and you fit them in.
• A regular messages you directly.
• You are rebuilding your diary after being away from the system.
• Online booking is paused and you are taking bookings by phone.

1. 1

   Step 1: Choose New appointment

   The button is on Today and on Appointments.

2. 2

   Step 2: Pick the service and team member

3. 3

   Step 3: Choose the date and time

4. 4

   Step 4: Enter the customer's details

   Name, email, and phone. The email is what their confirmation goes to, so it is worth getting right on the call rather than guessing.

5. 5

   Step 5: Save

   The appointment appears in your diary straight away and the customer receives their confirmation email, including the link they can use to reschedule or cancel themselves.

Minimum notice, the cancellation window, and how far ahead customers may book all govern your booking page. Booking from the dashboard is you exercising judgement, so you can put an appointment in ten minutes from now, or six months out, whatever the public rules say.

Double-booking is still prevented — that is a real conflict, not a policy. If a time is refused, someone is genuinely busy then.

This is also why you keep working normally when a payment fails: online booking pauses, but you can still take bookings yourself. See “Past due”: what customers see and how to fix it.