Book a client in from the calendar

Who can do this: You need to be an owner, admin, manager, developer or staff member to do this.

Staff can book only into their own column.

Dashboard

1. Choose Calendar in the sidebar and go to the day.
2. Choose a free time in the column of the person they’re booking with, then New booking.
3. Under The client, start typing in Find a client and choose them. For someone new, fill in New client’s name, and their Email and Phone if you have them.
4. If the visit is for someone they’ve brought before, such as a pet, choose them in Who it’s for.
5. Under Services, tick what they’re having.
6. Check With, the person doing it.
7. Add A note for the desk (optional) for anything your team needs to know.
8. Choose Book it.

The booking opens in a panel for you to check. The client gets a confirmation, then reminders.

To book from a client’s record, open them in Customers and choose Book. The calendar opens ready to book for them. Choose a free time.

iPhone and iPad

1. Tap Bookings, then New.
2. Under What, tap the service, and the option if it has them.
3. Under With, tap Anyone or a person.
4. Under When, tap a day, then one of the free times.
5. Fill in the Client’s name, and their Phone (optional) and Email (optional).
6. Tap Book. The button shows the time and day you chose.

Anything in Notes (optional) is shown to the client.

Android

1. Tap Bookings, then New.
2. Under What, tap the service, and the option if it has them.
3. Under With, tap Anyone or a person.
4. Under When, tap a day, then one of the free times.
5. Fill in the Client’s name, and their Phone (optional) and Email (optional).
6. Tap Book. The button shows the time and day you chose.

Notice and how far ahead

Your booking policy’s notice and how-far-ahead limits don’t apply on the dashboard calendar, so you can book someone in for later today or well ahead. Other bookings, time off and rooms are still checked, and a taken time is refused.