π Adding an internal booking in the future
To add a booking directly to your calendar, head to your Calendar tab in the top left or click + Add new booking in the top right:
You will then need to:
Select the service
Select a duration (if applicable)
Select a resource (if you wish to schedule with a particular resource)
If you have any resource groups set up on your account and have access to all resources within those groups, you can also toggle to select your resource group, where a resource within that group will be assigned randomly based on the availability. Click here to learn more about resource groups.
Select the date and time of the booking
Click Next
If an existing customer, click Search existing customers... and type the customer's name to find and select them
If a new customer, click Create new customer
Click Add note + to add any notes to the booking for each customer
Click Create booking to add the booking to the calendar.
π Adding an internal booking in the past
With Appointedd, you can schedule appointments even after their scheduled start time has passed. However, certain settings such as resource working hours, service schedules, and external calendar events, still affect the availability for these past bookings.
When you create a past booking or add a participant to an existing booking in the past, no confirmation messages will be sent to customers. However, any scheduled upcoming follow-up emails / SMS will still be sent.
To schedule a past appointment, follow the steps above. However, when you choose the date and time, and proceed, a warning will pop up, notifying you that you're scheduling an appointment for a past time. It also informs you that confirmation messages won't be sent to customers.
π§ What to do if you cannot make a booking
If you're unable to make a booking, it may due to a lack of availability or certain setup aspects. Can the resource selected perform that service? Is the time available in your custom schedule?
This troubleshooting guide will help you to identify what it preventing you from making the booking.