Creating Bookings

Create bookings by selecting a client, service, provider, and available time slot. The system prevents double-booking and sends automatic confirmations.

Step-by-Step Booking

1. Click + New Booking
   From the calendar view, click New Booking. Or double-click a time slot on the calendar.
2. Select the Client
   Search for the client by name, phone, or client ID. If they're new, create their record first.
3. Choose a Service
   Select the service from the catalog. The duration is automatically set based on the service definition.
4. Select a Provider
   Choose the service provider. Only available providers (those with open time slots) are shown.
5. Pick Date and Time
   Select the date and available time slot. The system shows only open slots based on the provider's schedule.
6. Add Notes (Optional)
   Add any special notes (e.g., "Client prefers room 2" or "First visit — needs intake form").
7. Confirm Booking
   Review the details and click Book Appointment. The system saves the booking and sends a confirmation to the client.

Recurring Bookings

For clients with regular schedules:

1. Check "Recurring"
   In the booking form, toggle the Recurring option.
2. Set Frequency
   Choose Weekly, Bi-weekly, or Monthly.
3. Set End Date
   Choose how many sessions or an end date.

Quick Reference