To reserve a client service booking
- Select “Bookings” from the navigation menu.
- Select “Create Booking“.
- Select the service to be booked.
- Click the service’s category to expand the list of services in case of categorization.
- For more information, please refer to the tutorials “Adding a Service” and “Categorizing Products and Services“.
- Note that you are able to display the selected service duration and price in “Booking Summary“.
- Click the service’s category to expand the list of services in case of categorization.
- Click “Next“.
- Select a staff member to be assigned the service.
- Note that the staff member to be assigned the service has to have a “Booking Shift” assigned in their file.
- For more information, please refer to the tutorial “Managing Employees’ Shifts for Bookings“.
- For more information on adding employees, please refer to the tutorial “Adding an Employee“.
- Note that the staff member to be assigned the service has to have a “Booking Shift” assigned in their file.
- Click “Next“.
- Select the required day and start time of the booking.
- Note that the available time slots are set according to the employee’s assigned shift.
- Note that there are a few blocked time slots for the service’s last feasible time based on its duration.
- Click on “Next”.
- Select the client using the drop-down menu.
- For more information on adding clients, please refer to the tutorial “Adding a Client“.
- Add “Appointment Notes” as required.
- Enter the required notes if it is required in “Appointment Notes”.
- Click the button “Complete Reservation“.