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Booking for a customer who calls or walks in

Customer phoned or came in person? Book them in 4 steps while seeing only the times that are actually free.

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Vue d’ensemble#

The New booking page books an appointment for a customer who phones or walks in: (1) the Service, with its length and price → (2) the Provider, or Any available provider → (3) the Day and time, from free slots only → (4) the Customer details: phone number with country (if they've booked before, a Returning customer badge appears with their name and recent bookings), name, email (optional), Booking source (phone, walk-in / staff, WhatsApp, Facebook), Customer language (optional; confirmations and reminders are sent in it) and notes. The Booking summary sits alongside, followed by the Confirm booking button.

Pour qui ?
Business owner / manager / agent (depending on permissions)
Où le trouver ?
Sidebar → Appointments → Bookings → New booking

Pas à pas#

  1. Press New booking.
  2. Choose the service, then the provider or Any available provider.
  3. Choose the day, then the time.
  4. Enter the customer's phone number and name, choose the Booking source, then press Confirm booking.
Booking for a customer who calls or walks in — Écran d’ordinateur
Écran d’ordinateur · les numéros correspondent aux étapes
Booking for a customer who calls or walks in — Écran de téléphone
Écran de téléphone · les numéros correspondent aux étapes

Astuces#

Bon à savoir#

Questions fréquentes#

Can I book an appointment in fifteen minutes even though the setting is one hour?

Yes, from New booking — the Minimum notice rule applies to customer bookings only.

Does the customer get a booking confirmation?

If you enter their email and Support email is connected, they receive a confirmation email in their language. You can also send the details with Confirm on WhatsApp from the appointment details.

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