Create a Booking

Use ＋ New booking on the Overview or the Bookings page. You can also start from a Customer (Create booking), from a Resource, or by clicking a free slot in the calendar.

Create the Booking

1. Customer. Search by name, email or phone, or choose + Add a new Customer.
2. When and where. Choose the Start date and Start time, and the end if you know it. Narrow the list with Location and Resource type, then choose Show availability.
3. Resource. Pick one of the Resources that are free for the whole period.
4. Charges. Under Charges and offerings, add the Offerings to charge. The quantity follows how each Offering is charged: per booking and per day are calculated, per person and per item you type in, and per hour is an estimate until the Booking is completed.
5. Add internal Notes if needed. Owners and Managers can choose who it is Assigned to.
6. Check the Booking summary and choose Create booking.

Quick booking from the Layout

During a shift it is faster to click a free Resource on the Layout. Choose Start now for someone who is already here, or Schedule later for a time in the future. A Customer is optional there: Continue as Walk-in books without one. Charges are added later as orders.

Good to know

• A Booking without an end is open-ended. Offerings charged per day need an end date and time.
• A Booking that ends exactly when another starts does not conflict. Pending and cancelled Bookings do not hold a Resource.
• Availability is checked again when you save, so a Resource taken in the meantime is never booked twice.
• Staff can book only Resources at their own Locations. Finance cannot create Bookings.