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Manage all aspects of customer bookings, from creating one-time appointments to setting up recurring class schedules.

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Creating a New Booking

Create bookings for customers through an intuitive step-by-step interface:
1

Select a Service

Choose from your available services. Each service displays:
  • Service name and color
  • Duration
  • Price
  • Booking type (1-on-1 appointment or group class)
2

Add Customer (Optional)

Link the booking to a customer profile or leave empty for walk-in appointments. For group classes, add multiple participants.
3

Set Date and Time

Pick the appointment date and start time. The end time is automatically calculated based on the service duration.
4

Configure Recurrence (Optional)

Set up recurring bookings with flexible scheduling rules.
5

Add Notes

Include merchant notes for internal reference about the booking.

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Booking Types

Individual bookings with a single customer:
  • Assigned to one customer at a time
  • Can be linked to a customer profile or left as walk-in
  • Price is fixed per appointment
  • Full scheduling flexibility

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Customer Selection

Linked Customers

Search and select from your existing customer database. View customer details including:
  • Name and contact information
  • Booking history
  • Last visit date

Walk-In Appointments

Create bookings without customer details for spontaneous appointments. These display as “Walk-in” throughout the system.

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Recurring Bookings

Create repeating appointments with powerful recurrence rules:
Daily
  • Repeats every day
  • Ideal for daily classes or services
Weekly
  • Repeats on the same day of the week
  • Perfect for weekly appointments
Monthly
  • Repeats on the same date each month
  • Great for monthly services
Custom
  • Set custom intervals (e.g., every 2 weeks, every 3 days)
  • Select specific days of the week
  • Choose interval unit: days or weeks

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Recurrence Configuration

Recurring Booking Setup When setting up a recurring booking, specify:
  • Frequency: How often it repeats
  • End Date: When the recurrence stops
  • Days of Week (for custom weekly): Select which days the booking occurs
  • Interval (for custom): How many days/weeks between occurrences
The system displays a plain-language summary:
“Repeats every Monday at 9:00 AM - 10:00 AM from Jan 1 to Jun 30”

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Booking Details

Each booking includes:
  • Service: The selected service with color indicator
  • Customer: Name, phone, and email (if available)
  • Date & Time: Full appointment schedule
  • Price: Cost of the service
  • Duration: Length of the appointment

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Managing Existing Bookings

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View Booking Details

Click any booking in the calendar or booking list to view:
  • Full customer information
  • Service details and phases
  • Booking notes from customer and merchant
  • Booking status and history

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Edit Bookings

1

Open Booking

Click the booking in your calendar to open the details modal
2

Make Changes

Update merchant notes or other editable fields
3

Save

Changes are immediately reflected in your calendar

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Reschedule Bookings

Drag and drop bookings in the calendar to quickly reschedule appointments.
When you drag a booking to a new time:
  1. Drop the booking at the desired time slot
  2. Confirm the reschedule in the dialog that appears
  3. The system validates the new time is in the future
  4. Booking is instantly updated
You cannot reschedule bookings to times in the past. The calendar prevents this automatically.

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Cancelling Bookings

Cancel appointments through multiple interfaces:
  1. Click the trash icon next to any booking
  2. Provide cancellation reason (optional but recommended)
  3. Confirm cancellation
Cancelled bookings:
  • Remain visible in booking history
  • Show cancellation timestamp and reason
  • Cannot be modified (create a new booking instead)
  • Are marked with cancelled status

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Cancellation Methods

From Dashboard

Cancel from the upcoming/latest bookings list

From Calendar

Click booking, then delete icon

From Booking Details

Open booking modal and select cancel

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Group Class Participants

For group bookings, manage your participant list:
  • Search for existing customers
  • Add multiple participants at once
  • See current capacity (e.g., “3/10 participants”)
  • System prevents exceeding maximum capacity

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Booking Validation

The system automatically validates:

Scheduling Conflicts

Prevents double-booking the same time slot

Business Hours

Ensures bookings fall within your operating hours

Capacity Limits

Enforces min/max participant limits for group classes

Past Dates

Prevents creating bookings in the past

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Booking Views

Access bookings from multiple locations:
  1. Dashboard: Upcoming and latest bookings
  2. Calendar: Visual schedule view
  3. Customer Profile: All bookings for a specific customer

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Next Steps

Calendar

View bookings in calendar format

Customers

Manage customer profiles

Services

Configure your services

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