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How to Book an Appointment Manually
How to Book an Appointment Manually

If a customer contacts you in person or over the phone, book them into your timetable manually for a standard or repeating appointment.

Alan Wong avatar
Written by Alan Wong
Updated over a month ago

Choose your timetable version from the options below:

New timetable

To book someone in, go to your Timetable and select the appropriate time slot, and click "Add a new appointment".

Then, select the service to be attached to the appointment - and click 'Continue'.

The next step is to link a customer to this appointment.

You can either:

  • Search for an existing customer thanks to the search bar.

  • Create a new customer.

  • Only enter the name of the customer without linking it to any existing/new record.

Check and adjust settings for booking confirmations and reminders, then confirm the appointment by selecting Continue.


​Repeating Appointments

Use the "Show additional settings" option at the last step of booking an appointment to create consecutive or repeating appointments for your customers.

Number of Consecutive Appointments: This is usually left at one, but you can book multiple appointments in a row if required.

Repeat Booking: If a customer would like an appointment at the same time every X number of weeks, use this feature. You can specify how frequently and how many repetitions are to be booked.

Old Timetable

Get Started

To book someone in, go to your Timetable and select the appropriate time slot.

Booking a New Customer

Select Appointment - Book Someone In.

Type their name into the Appointment name search bar and their name and contact details will appear in a drop-down below.

Select the name and choose the relevant service(s).

Check the settings to send a confirmation message and schedule a reminder and adjust if required. Then, confirm the appointment by selecting Book.

Booking in a new customer

Select Add Customer to the System.

Fill out their details, then click Save.

Select the name and choose the relevant service(s).

Check the settings to send a confirmation message and schedule a reminder and adjust if required. Then, confirm the appointment by selecting Book.

Repeating Appointments

Use the options at the bottom of the create appointment page to create consecutive or repeating appointments for your customers.

Number of Consecutive Appointments: This is usually left at one, but you can book multiple appointments in a row if required.

Repeat Booking: If a customer would like an appointment at the same time every X number of weeks, use this feature. You can specify how frequently and how many repetitions are to be booked.

Get Started

To book someone in, go to your Timetable and select the appropriate time slot.

Booking a New Customer

Select Appointment - Book Someone In.

Type their name into the Appointment name search bar and their name and contact details will appear in a drop-down below.

Select the name and choose the relevant service(s).

Check the settings to send a confirmation message and schedule a reminder and adjust if required. Then, confirm the appointment by selecting Book.

Booking in a new customer

Select Add Customer to the System.

Fill out their details, then click Save.

Select the name and choose the relevant service(s).

Check the settings to send a confirmation message and schedule a reminder and adjust if required. Then, confirm the appointment by selecting Book.

Repeating Appointments

Use the options at the bottom of the create appointment page to create consecutive or repeating appointments for your customers.

Number of Consecutive Appointments: This is usually left at one, but you can book multiple appointments in a row if required.

Repeat Booking: If a customer would like an appointment at the same time every X number of weeks, use this feature. You can specify how frequently and how many repetitions are to be booked.

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