Create a booking for a client

Clients book themselves through your booking page, but plenty of appointments still start with a phone call or a “can you fit me in?” at the desk. The Schedule flow books them in from your side.

From anywhere

1. Click Schedule in the top navigation.
2. Click the day you’re booking and choose Create booking. (The New menu in the header does the same from anywhere.)
3. Pick the service, then an open time — the day you clicked is already selected. You only see slots that actually fit: your hours, existing bookings, blocked time, and calendar busy times are all respected.
4. Enter the client’s name and email (start typing to pick an existing client), add a note about what they want, and save.

*The new booking lands on your calendar immediately. Flip the Week

Month toggle for a whole-month view; any day clicks through to its week.*

Booking a regular who comes on a rhythm? Set Repeats on the details step to book the whole series at once — see Book a standing appointment.

From a client’s page

Booking a regular? Open their page in Clients and choose Create a booking from the Actions menu. The flow opens with the client already filled in, so it’s just service and time.

What happens next

• The client gets the same confirmation email and pre-visit reminder as a self-booked appointment, with their own reschedule and cancel links.
• The visit is added to their timeline, so their history stays complete.
• Team members can create bookings too, so the front desk doesn’t need the owner.

One thing the Schedule flow skips: payment. Deposits and prepays apply to bookings made through your public booking page, where the client can pay. For a phone booking that needs a deposit, book it, then send a payment link from the booking.