Add an appointment manually
Book a client into the diary when they call, message or visit you directly.
Manual appointments use the same services, staff availability and client records as online bookings. The client does not need to complete the public booking flow.
In the app Start from the Diary or from an existing client record.
Open Diary, tap the plus button and choose Appointment. From a client record, tap the plus button and choose Appointment to preselect that client.
Search for the client. If they are new, choose Add client and save their name plus any useful contact details.
Choose one or more services, including quantities and add-ons where available.
Choose the staff member, date and time. A conflict warning tells you when the choice would double book or override blocked time.
Add a short booking note if needed, review the total and select Add appointment.
In the portal Use the plus menu in Diary or the appointment action on a client page.
Open Diary, select the plus button and choose Appointment.
Select an existing client or add a new client from the booking window.
Choose the service, staff member, date and an available time.
Add an optional booking note, then select Add appointment.
Open the new diary entry if you need to record payment, add a form or change appointment details.
When overriding a conflict
- Only continue if you intend to double book or use time that was blocked.
- If the right time is missing unexpectedly, check working hours, service hours and closed periods first.