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How to Save and Resume a Booking Draft

Customer has to jump off the phone? No problem. Save everything they’ve already told you and pick up exactly where you left off—no retyping, no lost information.

Written by Sam Arnold

Step-by-Step: Save a Draft

  1. Open Create Booking (left sidebar or Quick Tools)

  2. Fill in everything you have so far (name, phone, service, extras, address, etc.)

  3. Scroll to the bottom → click Save Draft

Draft is instantly saved with a timestamp.

Step-by-Step: Find and Finish Later

  1. Left sidebar → BookingsDrafts

  2. Click Edit on the draft you want

  3. Form re-opens exactly as you left it

  4. Click Create the Booking → Finish the details

Questions? Message us anytime using the chat widget in the bottom-right corner or email support@scheduledrop.com.

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