Sometimes a customer calls you, walks in, or you want to block off a slot — and the storefront checkout isn't involved. Easy Appointment Booking lets you add a booking directly from the dashboard in seconds.

How to add a booking

There are two ways to reach it:

From the Dashboard:

Click Dashboard or Easy Appointment Booking on the left
Find the service or event and click Add a Booking next to it.
Fill out the customer information, select a time, and click "Book"

From the Bookings tab:

In Easy Appointment Booking, click Bookings in the left navigation.
Click the Add a booking button in the top right.
A dialog will appear asking you to select a service. Choose the service you want to book from the dropdown.

After creating a booking: "Book Another"

Once you confirm a booking, an inline success banner appears with two shortcuts:

View booking — jumps straight to the booking's detail page so you can adjust details, send a note, or copy the link.
Book another — keeps the booking flow open and pre-fills the customer's details, so you can immediately book the same person into another time slot or service. This is useful for phone staff who are scheduling multiple appointments back-to-back (e.g. a customer booking a haircut and a colour service in one call).

The shortcuts appear in every admin booking entry point — from the Dashboard "Add a Booking" button, from the Bookings tab, and from the customer detail page.

How do I collect payment on an admin booking?

Admin bookings do not go through Shopify checkout, so no Shopify order is created automatically. The booking is recorded in your dashboard but won't appear in Shopify Admin → Orders.

If you need a Shopify order for payment tracking or reporting, you have two options:

Create draft orders — under Settings, General, Shopify Workflows enable draft orders (Pro Plus and above)
Send an invoice — if your plan supports draft orders, you'll see a Send an email invoice checkbox before confirming. Check it to send the customer a Shopify invoice they can pay online. Once paid, it becomes a regular Shopify order.

⚠️ Warning: If you collect payment separately (cash, card terminal, etc.) and want it reflected in Shopify reporting, you'll need to create the order in Shopify Admin manually. Easy Appointment Booking has no way to charge a customer directly.

Does the customer receive a confirmation email?

Yes — as long as notifications are enabled for that service. When you complete the form and click Confirm, the app sends the standard booking confirmation email to the address you entered.

If you don't want to send an email for a particular manual booking (for example, if you're just blocking a slot), enter a placeholder email address or disable confirmation emails for that service before creating the booking.