Create a new service booking

In the sales application: Book a service with its time, duration, provider and optional advance payment.

1. Step 1

   Open Services, then Appointments, or select Book appointment from the daily schedule.

2. Step 2

   Choose an existing customer, or expand Add a new customer and enter their details on the same page.

3. Step 3

   Select the Service and the start time in the company timezone. Enter Duration in minutes, or leave it blank to use the service default.

4. Step 4

   Select the Service provider and a room or device if you use resources. Select a package or add-ons when those options are enabled.

5. Step 5

   If you received an advance, enter Amount received in advance and its actual payment method. Leave it at zero if nothing was received.

6. Step 6

   Select Save booking, then review the appointment time, provider, total, paid amount and remainder in its details.

If the booking form is unavailable, an administrator enables appointments under Services > Service options. Appointment times follow the company country in company settings; country selection is not part of booking entry.