Create a Booking

Start booking your appointments to keep the schedule organized, manage time efficiently, and reduce wait time. Booking allows customers to secure appointments at their convenience, increasing satisfaction and improving their experience.

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1. Click on the calender

To create a booking click anywhere on the calendar to open the booking details, clicking on the timeslot automatically selects the time and the relevant staff you want to book the service with

2. Click on "Add Customer"

If the customer is a walk-in customer, leave this section empty. otherwise select the client that you want

Tracking bookings with customers helps you enhance your CRM experience and improve your reporting by differentiating between new acqusitions , loyal customers and churn reasons.

3. Select from saved customers

A customer from the list of saved customers can be selected, or a new customer profile may be made by selecting the "Add New Customer"

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4. Change the date and time

By clicking on the date or time, the desired date and time for the booking is selected. We automatically chose the time and the date when you first selected the slot. this is helpful if you are trying to schedule an appointment for later.

5. Click "Add Service"

to add differnet services / packages / offers You can click on add service.

if a service is selected that is not provided by the selected staff, the system will auto assign the service to a staff that provides it. for more information regarding the staff provided services check the staff section

6. Select Service

The wanted services are selected from the list of provided services. Multiple services can be added by clicking on "Add Service" again. or simply by long press on the first service to select multiple services.

7. Once you're done adding services and offerings

This saves the booking, which then will be seen on the calendar under the respective staff.