« Reservations

How do I create a new Reservation?

New Reservations are created on the Bookings screen


You can create a Reservation by either:

1. Tapping on the + Icon in the bottom right-hand corner of the screen and selecting Service, Class or Timetable Class

2. Tapping directly on the time in the Bookings screen, where you would like to add the Reservation

 


Search your existing Customer List by typing the customer's name into the search bar OR tap the + icon to add a New Customer


Select the Service from the Recent Reservations list of an existing customer OR scroll down for a full list of Service options


Tap Employee: Any if you want to specify which Employee carries out the service. Select the required Employee from the list presented


Tap CONTINUE


Select date/time from the list of availability

It is possible to manually override the available time slots by using the Enter Manually option

Please note: the Enter Manually option disregards system-calculated availability and allows double-bookings



The following Confirmation pop-up box will appear:


From here you can add notes, select whether the customer receives an email confirmation of their booking (this is enabled by default), and select the reservation Request Type

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


Review the reservation and tap CONFIRM


The Reservation will appear on the Bookings screen: