Add a booking at the desk

Use this when someone is at the desk or on the phone. The booking lands on the calendar straight away.

Add the booking

1. Open Calendar and choose Add booking. On a phone, choose the red Add booking button in the bottom bar. You can also choose an empty time on the calendar, which fills in the time and person.

2. Under How are they booking?, choose Walk-in or Phone. Walk-in means they are here, so you answer every booking question with them. Phone means you answer what you can and we email them a link for the rest.

3. Choose the Service.

4. Choose Who, or Any available.

5. Set the Date and Time.

6. Find the customer. Type a name, or a full phone number or email address, in Customer. Type at least 3 characters. Choose the person from the results. See Find or add a customer.

7. Answer the booking questions the service asks, if there are any.

8. Add Notes if you want. Only your team sees them.

9. Choose Add booking.

If the customer has bought a package or been given credits for this service, Pay with lets you use them. The default is Pay as usual.

What happens next

A message names the result, such as "Booked Dana". That means the booking is confirmed. If the service takes a deposit or a card, the booking is held. The message says what it is held for and whether we emailed the customer a pay link. If the customer has no email address, copy the pay link from the booking and send it another way. See Send a customer a pay link.

If the time clashes

You cannot book a time that is already taken. Where the clash is something softer, such as time off, working hours or another booking close by, the box is titled with what is wrong, such as "That's outside working hours". Read the lines, then choose Book it anyway or go back.

What staff see

Staff book only for themselves. The Who line shows their own name and cannot be changed. Book it anyway works for staff only when an owner or admin has turned on "Let staff and managers manage their own availability" on the Team page.