How do I add an appointment for a customer?

You will have an appointment for a customer, with the slot held.

Before you start

You need permission to manage appointments. The customer's name and the contact details your site requires.

Steps

1. Open Booking → Appointments and press Add Appointment.
2. Fill First Name, Last Name and the Mobile and Email your contact rule needs.
3. Choose the Event, pick a Date and then a time slot.
4. Add a Note if you want one, for staff only.
5. Press Save (free event) or Send Payment Link (paid event).

What you will see

A free event is Confirmed at once, the customer is emailed, and you land on the appointment. A paid event is created as Draft and the customer is sent a payment link; it becomes Waiting for Payment, then Confirmed when they pay.

If something goes wrong

• "This slot is no longer available" means someone took it; pick another.
• The assignee is chosen for you; you cannot pick one.
• If sending the link fails, the appointment stays Draft and holds the slot, with no resend button. Cancel or delete it and add it again.
• The customer's language is the site's default language.