Booking a New Appointment

Tap the + button on the Calendar tab to start a new appointment. The booking form walks you through four steps.

Step 1 — Select a client

Search for an existing client by name, or create a new one inline.

• Type in the search field to filter your client list.
• Tap a client to select them.
• To add a new client, tap New Client and fill in their name (and optionally their phone and email).

You can also add a private note about the appointment at this step. Notes are only visible to your team — clients don’t see them.

Step 2 — Choose staff and service

Select which staff member will perform the appointment, then select the service.

• Only staff who are assigned to the service will appear in the list.
• The service’s default duration and price are shown. You can override both if needed for this specific appointment.
• Staff members are colour-coded to match the calendar.

Step 3 — Pick a date, time, and workstation

Choose the date and time for the appointment.

• Available time slots are generated based on the staff member’s availability and the duration of the service.
• Slots that conflict with existing appointments or fall outside availability are not shown.
• Select a workstation if your salon uses them. Only free workstations for the selected time are shown.
• Toggle Email reminder to automatically send the client a reminder before the appointment (requires the client to have an email address and to be opted in).

Step 4 — Confirm

Review the full booking summary:

• Client name
• Staff member and service
• Date and time
• Duration and price
• Workstation (if applicable)
• Reminder status

Tap Confirm Booking to create the appointment. It will appear immediately on the calendar.

Custom duration and price

If a specific appointment takes longer or costs more than the standard service, you can override the defaults at Step 3. The override applies only to this appointment — your service menu is unchanged.

Tips

• If no time slots appear, check that the selected staff member has availability set for that day and that their workstation isn’t already fully booked.
• You can create new clients during booking without leaving the flow — no need to add them separately in the Clients tab first.