Skip to main content

Admin Bookings (Add a Booking)

Manually create a booking on behalf of a customer without them going through the storefront

Written by Ray M
Updated this week

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:

  1. Click Dashboard or Easy Appointment Booking on the left

  2. Find the service or event and click Add a Booking next to it.

  3. Fill out the customer information, select a time, and click "Book"

From the Bookings tab:

  1. In Easy Appointment Booking, click Bookings in the left navigation.

  2. Click the Add a booking button in the top right.

  3. A dialog will appear asking you to select a service. Choose the service you want to book from the dropdown.

CleanShot 2025-03-15 at 12

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.

What if I want to select a custom time outside my availability

Go to Add a Booking, click 'Select a Custom Time' to allow you to book at any time with any availability

Note: this overrides your schedule to any possible timeslot, so please be careful!

Can I use this for testing bookings?

Absolutely! We recommend you do a test admin booking to test it out yourself.

Did this answer your question?