First bookings

All bookings are collected in the Schedule section. A booking can be created manually — for example, from a phone call — and then moved through its states to completion.

Week schedule #

The Week schedule screen shows bookings by day. Move between weeks with Previous and Next, and return to the current one with Current week. A day without bookings is labelled No bookings.

State filter: Active, Completed, Cancelled, All.

Creating a booking manually #

  1. Click New booking.
  2. Choose the Location.
  3. Choose the Staff member — or leave any, then any free one will do.
  4. Choose the Service.
  5. Set the Date.
  6. Click Show free slots and choose a Time.
  7. Choose the Client from the list or create a new one: pick no client, then Manual client and enter the Client name, if they are not in the list.
  8. For a new client, fill in the Contact for notifications — type and value.
  9. Click Book.

What you can do with a booking #

ButtonWhen to use it
ArrivedThe client has shown up.
CompleteThe service has been provided.
No-showThe client did not come and did not cancel.
CancelThe booking is cancelled. The screen asks for confirmation — confirm or decline.

For more on the states, see booking states.

If something goes wrong #

What the screen tells youWhat to do
Create a location in the Locations section first.Complete the create a location step.
Add services to the catalogue first.Complete the services step.
There are no free slots on this day — choose another.All slots are taken or the day is closed. Check working hours.
The slot was just taken — choose another.The time was taken a moment ago. Pick another.
For a new client, specify a contact (type and value).Fill in the contact, otherwise the client gets no notification.
Could not save the client name — repeat once more.Repeat saving the booking.

What next #

Get to grips with the concepts — interface terms and frequently asked questions.