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Create a Booking

Schedule an appointment for a client with a specific service, date, and time.

Bookings let you schedule appointments and track your calendar.

How to Create a Booking

  1. Go to Bookings from the sidebar
  2. Click New Booking
  3. Fill in:
    • Client: search for an existing contact or create a new one
    • Service: select from your configured services (includes price and duration)
    • Date: pick the appointment date
    • Time: select the start time
    • Duration: auto-fills from the service but can be adjusted
    • Notes: any special instructions
  4. Click Save

Booking Statuses

  • Pending: waiting for confirmation
  • Confirmed: appointment is confirmed
  • Completed: service has been delivered
  • Cancelled: appointment was cancelled

Managing Bookings

From the booking detail page:

  • Confirm a pending booking
  • Complete a booking after the appointment
  • Cancel if the client can't make it
  • Edit to change the date, time, or service
Tip: Set up your services first (under Bookings, then Services) so you can quickly assign them to bookings.

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