For partners A real situation
Book the whole visit while the client is on the phone.
Find the booking controls, choose the client and services, and check the complete visit before confirming.
Recorded in a demo workspace. Captioned screen walkthrough, no audio.
Choose the right calendar
Check the location and date at the top of the calendar. The provider columns and shift shading help you understand the day.
The situation
Put it into practice.
A regular calls for another visit. They may need more than one service, and you want to give them an accurate finish time.
What you will take away
You know where to build a visit and what to check before saving it.
Before you start
Check the business location and date. Appointment management permission is required; the available controls depend on your role.
Keep in mind
Review every service, provider and time range. A service can have a different provider from the rest of the visit. The recording builds the visit and stops before Book appointment, so nothing is saved.
Try the decision
A client asks for two services. What should you check before confirming?
Read the full walkthrough
1. Choose the right calendar
Check the location and date at the top of the calendar. The provider columns and shift shading help you understand the day.
2. Open a new appointment
Use Add, then New appointment, and select an empty time in the right provider's column. That date, time and provider carry into the booking.
3. Choose the client
Search for the caller by name, phone or email and select them. Their contact details appear beside the booking so you can confirm who you are booking for.
4. Add services and review
Choose services, then check each service, provider, start and finish time and the payment terms before you book. Use Add service for a longer visit and the full guide below for repeat bookings.
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