How to Create an Appointment: Four Ways

Overview

Use whichever path matches how you’re working. Each path lands on the same Appointment form; the only difference is what’s preloaded and whether you can see availability first.

Quick Compare: 

Tip: If you don’t know availability, use Calendar view. If you already know who/when, use Daily Schedule or Quick Actions.

1. Create from Calendar view (preloads resource and shows availability)

Best for: avoiding conflicts and visually scanning openings.

1. Go to Appointments › Calendars. 
2. (Optional) Filter/select the resource (staff) you’re booking for. 
3. Click the desired time slot on the grid. 
4. The Appointment form opens with resource and date/time filled in. 
5. Complete the form (see Complete the Appointment form below) and Book appointment.

Pros: Visual, fastest way to avoid double-booking. 

Consider: One extra click if you already know the exact slot.

2. Create from a Customer profile (preloads the customer)

Best for: booking while reviewing a customer’s details, history, or assets.

1. Open the customer’s profile. 
2. Click New appointment (or Book appointment) on the profile. 
3. You’ll land on Calendars with the customer preloaded. 
4. Click a time slot, then finish the Appointment form and Book appointment.

Pros: Guarantees the right customer and keeps context handy. 

Consider: One extra hop if you already know the time/resource.

3. Create from Daily Schedule (goes straight to edit)

Best for: quick entry for the current day or a specific staff member.

1. Go to Appointments › Daily Schedule. 
2. Click Book new appointment. 
3. The Appointment form opens immediately. Choose date/time, resource, and other details. 
4. (Optional) Use the in-form availability check to confirm no conflicts, then Book appointment

Pros: Fastest path when you already know who/when. 

Consider: You don’t see the calendar grid first.

4. Create from the Quick Actions menu (from anywhere)

Best for: starting a booking without leaving your current task.

1. Open the Quick Actions menu (top bar). 
2. Choose New appointment. 
3. The Appointment form opens blank. Select customer, service, resource, date/time, etc. 
4. (Optional) If you’re unsure on availability, switch to Calendars in another tab to verify, then return and Book appointment.

Pros: Always available; zero navigation. 

Consider: No upfront calendar view; best used when you already know the slot. 

Complete the Appointment form (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): Pick who’s performing the service (determines the calendar the booking lands on). 

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

5. Tags & color (optional): Add a tag and color-code the booking. (You can also set colors per resource in settings.) 

6. Reminder window: Choose when automatic SMS reminders go out via your Smart Number. 

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

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

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

10. Book: Click Book appointment to finish.

Troubleshooting & notes

• If you don’t see a staff/resource in Calendars, check user permissions or calendar filters. 

• Can’t find the customer? Ensure they exist in Customers or create them during booking. 

• Conflicts: Calendar view prevents most conflicts. Daily Schedule/Quick Actions rely on your selections; if conflicts are allowed by settings, you may see warnings but still be able to save depending on configuration.