« Reservations

How do I create a new Reservation?

New Reservations are created on the Bookings screen, by:

  1. Clicking the New Reservation button in the top right hand corner  or,
  2. Clicking directly on the time in the Bookings screen, where you would like to add the Reservation

THEN...

EITHER

Select from the list of Existing Customers on the left, or by using the Search field, and clicking Select against the Customer name

OR

Enter New Customer details on the right side

Click Save

When making a Reservation for an existing Customer, it is possible to rebook from their Reservation history in the Recent Reservations field:

Click Rebook

ALTERNATIVELY

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

Click Availability

Use the ForwardsBackwards 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:

FieldDescription
Request TypeSelect 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
PriceIt is possible to override the Service price here
NotesAdd any required notes here
Send New EmailSelect this checkbox to send the Customer a Reservation Confirmation email

Click Confirm

The Reservation screen will appear

Exit this screen by clicking Close

The Reservation will now appear on your Bookings screen