New Reservations are created on the Bookings screen, by:
- Clicking the New Reservation button in the top right hand corner or,
- Clicking directly on the time in the Bookings screen, where you would like to add the Reservation
Select from the list of Existing Customers on the left, or by using the Search field, and clicking Select against the Customer name
Enter New Customer details on the right side
When making a Reservation for an existing Customer, it is possible to rebook from their Reservation history in the Recent Reservations field:
Search for a Service using the Search field or,
Select a Service from the list using the checkbox against the Service name
It is possible to select multiple Services
By selecting a service, a drop-down menu of Employees will appear
Keep the selection as Any to show options for any available employee or,
Select a specific employee from the drop down list
It is possible to override the Duration of the Service
Use the Forwards, Backwards or Calendar icons to view required dates
Select a time from the available time slots by clicking Select
It is possible to manually override the available time slots by using the Enter Manually option
Please note: this option disregards system calculated availability and allows double-booking
The following screen will appear:
|Request Type||Select from the following options|
None - No selection
Existing Request - This an existing Customer has specifically requested this Employee
New Any - This is a new Customer who has not requested a specific Employee
New Request - This is a new Customer has specifically requested this Employee
Existing Any - This is an existing Customer who has not requested a specific Employee
|Price||It is possible to override the Service price here|
|Notes||Add any required notes here|
|Send New Email||Select this checkbox to send the Customer a Reservation Confirmation email|
The Reservation screen will appear
Exit this screen by clicking Close
The Reservation will now appear on your Bookings screen
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