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How to create bookings

Learn how to create bookings in your Hub as a member of staff

As a member of staff, you can manually create bookings on behalf of your customers directly from your Appointedd calendar - useful for phone bookings, walk-ins, or any booking made outside of the online booking flow.

Please note you cannot reschedule bookings yet; you can create and cancel.


Steps to create a booking

  1. Log in to your Appointedd Hub and go to your Calendar page.

  2. Click on + New Booking at the top-right, or click the "+" to add a new tab.

  3. Select the Account you wish to make the booking in.

  4. Select the Service you're booking for the customer.

  5. Select the Resource you want to book them with.

  6. Choose the Date & Time for their appointment.

  7. Search for an existing customer by name, email, or phone number, or + Create New Customer if they're not already in the system.

  8. Fill in any booking questions or notes required at the bottom.

  9. Click Next and Review the booking summary.

  10. Click Create booking to complete.

  11. The booking will now appear in the calendar, and a confirmation email/SMS will be sent to the customer (if notifications are enabled).


Need help?

If you're still unsure, we're here to help! Get in touch anytime via the chat icon in the bottom right-hand corner of your screen.

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