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Staff App- Create a New Booking
Staff App- Create a New Booking
Fabiana avatar
Written by Fabiana
Updated over a week ago

From the home screen, tap the plus sign to create a new booking

NEW CUSTOMER BOOKING

Create a booking for a new customer who is not already in the system.

  1. Click Book for New Customer

  2. The next screen will direct you to enter in new customer details to create their customer profile

  3. After saving, you'll see a pop up confirming the new customer has been created.

  4. Tap Done and you'll be directed through the booking form to create the new booking.

CURRENT CUSTOMER

You can easily create a booking for a current customer by searching for them by name or phone number

  1. Find a current customer either by name or phone number

  2. The next screen will display any current customer profiles that match your search

  3. Tap into the profile and go through the booking form to create a new booking for your customer.

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