Services & Bookings
Creating & Managing Staff Appointments
Learn how staff members schedule manual appointments from the calendar, assign specialists, link CRM profiles, and log upfront payments.
When to Create Appointments Manually
Use manual appointment creation when taking phone bookings, WhatsApp appointments, walk-in consultations, or scheduling follow-up sessions directly with clients.
Step-by-Step Appointment Creation Workflow
To book an appointment manually:
- Open Booking Dialog: In the Calendar dashboard, click "+ New Appointment" (or click directly on an empty time slot in Day/Week view).
- Select Service & Practitioner: Choose the service from your catalog and assign an active staff practitioner (or leave as unassigned).
- Pick Date & Time: Select the appointment start date and start time. The system automatically computes the scheduled end time based on the service's `duration_minutes`.
- Select or Create Customer: Search for an existing client in your CRM directory, or enter the guest's name, phone number, and optional email address.
- Add Notes & Save: Enter internal notes or customer instructions and click "Save Appointment". The booking appears immediately on the calendar.
Managing Bookings in the Detail Sheet
Clicking any appointment on the calendar opens the Appointment Detail Sheet (`AppointmentDetailSheet`), allowing staff to:
- Advance Status: Update status between Confirmed, In Progress, Completed, Cancelled, or No Show.
- Reassign Staff: Reassign the appointment to another available team member.
- Record Payments: Click "Record Payment" to log cash, mobile money, or card payments against the booking.
- Customer Direct Messaging: Send custom WhatsApp or Email updates directly to the client.