Easy Appointment Booking is built on top of Shopify's normal order system. When a customer pays for a booking through your store, everything flows through Shopify checkout, the same way a product purchase does. This article explains exactly how bookings, orders, and customer records connect.
How paid bookings create Shopify orders
When a customer completes checkout for a paid booking:
Shopify creates a standard order in your store, just like any other product purchase.
Easy Appointment Booking reads the order and records the booking in the app dashboard.
The booking in the app is linked to that Shopify order by its order ID.
The order contains all the booking details, service name, date, time, customer info, and any intake question answers, stored as order line item properties (also called order properties or order notes).
💡 Tip: You do not need to configure anything special to make this work. As long as your Shopify product is set up and the booking calendar is live, every completed checkout automatically creates both a Shopify order and a booking record in the app.
Where to see the linked Shopify order
In Easy Appointment Booking:
Go to Bookings and click the booking you want to review.
In the detailed booking view, find the Shopify Order section.
Click the order link to jump directly to that order in Shopify Admin.
This section shows a payment status badge that matches Shopify, so you can see at a glance whether the order is Paid, Pending, Partially paid, Refunded, and so on. From the Shopify order page you can see the customer's address, any discount codes used, and the full order timeline.
How the customer profile gets tagged
When a booking is confirmed, Easy Appointment Booking adds the tag "Easy Appointment Booking" to the Shopify customer profile automatically. This happens for any customer who has a Shopify account linked to their booking.
You can use this tag in Shopify to:
Create customer segments for email marketing.
Filter your customer list to see everyone who has ever booked with you.
Trigger Shopify Flow automations for customers who have booked.
To view tagged customers, go to Shopify Admin → Customers and search or filter by the tag Easy Appointment Booking.
Free bookings and draft orders
Free bookings (services with no price) do not require checkout, so no standard Shopify order is created.
Depending on your settings, the app may create a Shopify draft order instead. Draft orders appear in Shopify Admin → Orders → Drafts. They are not counted as revenue until they are completed.
To control draft order creation for free bookings, go to Settings → Shopify automations in Easy Appointment Booking.
Taking payment in Shopify POS
If a customer books first and pays later at your counter using Shopify POS, that POS order is linked back to the existing booking instead of creating a second, duplicate booking. The booking updates to show the POS order number and the amount paid.
Fulfilling the Shopify order
By default, booking orders are left unfulfilled, so you can fulfill them yourself whenever you like.
If you would rather this happen automatically, on Pro Plus and higher you can have the app fulfill the booking's item when the customer is checked in:
Go to Settings → Shopify automations.
Under When a booking is checked in, turn on Fulfill the booking on the Shopify Order (currently in Beta).
This marks only the booking's own item as fulfilled, so the order can be completed. Any other products on the same order stay unfulfilled until you fulfill them. See Check-ins and No-shows for how check-in works.
What happens to the Shopify order when a booking is cancelled
When you cancel a booking from the Easy Appointment Booking dashboard:
A note is added to the Shopify order recording the cancellation, including the date and any message you added.
The Shopify order itself is not automatically cancelled unless you have enabled automatic refunds.
If automatic refunds are enabled, or if you check Refund the customer in the cancellation dialog, Shopify processes the refund back to the customer's original payment method.
You can always cancel or refund the Shopify order manually from Shopify Admin → Orders if you prefer to handle it there.
⚠️ Warning: Cancelling a Shopify order from Shopify Admin does not automatically cancel the booking in Easy Appointment Booking. Always cancel from the app dashboard to ensure the booking status is updated correctly.
Using Shopify order data for reporting
Because bookings flow through Shopify orders, all your booking revenue appears in standard Shopify financial reports.
For revenue and booking reporting, use:
Easy Appointment Booking → Reports — booking-specific metrics such as revenue per service, bookings per time period, and top customers.
Shopify Admin → Analytics → Reports — full financial reporting including all revenue, refunds, and taxes across your store.
Shopify Admin → Finances → Payouts — when you'll actually receive the funds.
💡 Tip: The revenue figures shown in Easy Appointment Booking come directly from the linked Shopify orders, so they always match what you see in Shopify. You don't need to reconcile the two systems.