Skip to content
  • There are no suggestions because the search field is empty.

Create an Appointment from Daily Schedule

Quick compare

Path Best for What’s preloaded Can see availability first?
Daily schedule Rapid booking for today/by staff Date (today) and staff/day context Not upfront – enter edit first; can check from that view

See all four ways to create an appointment → [Overview Article]

Steps – Daily Schedule

Best for: Fast entry when you already know the time and resource.

  1. Go to Appointments › Daily Schedule.

  2. Click Book new appointment.

  3. The Appointment form opens immediately with the current date and selected staff context.

  4. If needed, adjust date/time and resource.

  5. (Optional) Use the availability check in the form to confirm no conflicts.

  6. Complete the Appointment form and click Book appointment.

Appointment Form Fields (common to all paths)

  1. Customer: Search/select the customer. Their assets (if applicable) will appear.

  2. Date & time: Confirm or adjust.

  3. Resource (staff): Select who is performing the service.

  4. Service(s): Select one or more services. (Pricing can be adjusted later at checkout.)

  5. Tags & color (optional): Add tags or assign a color code.

  6. Reminder window: Set SMS reminders via your Smart Number.

  7. Asset (if used): Assign the asset.

  8. Recurring (optional): Check Recurring and configure repeat pattern.

  9. Deposit (optional): Use the dropdown on Book appointment to collect a deposit.

  10. Book: Click Book appointment to finish.

This section is shared across all four methods. See the Overview Article for details and links to other booking methods.

Pros & Considerations

Pros:

  • Fastest method for same-day or known-slot bookings.

  • Minimal navigation.

Consider:

  • No upfront calendar grid; best used when you already know availability.

Troubleshooting

  • If a different date or staff is needed, adjust in the form before saving.

  • Conflict checks rely on form view, not calendar view.