📅 Manage Bookings
Open the BOOKING calendar, create a booking through Customer → Service → Time → Confirm, and cancel one when plans change.
📝 Steps
- Open BOOKING in the sidebar. If you do not see it, the appointment module is not enabled for this store (see Booking Setup).
- Switch Day, Week, or Month. Use the arrows to move the period. Tap Select Detail to filter by staff (Select Staff); cancelled bookings stay off the calendar.
- Tap New, or tap an empty time slot. The right panel opens New Booking. (The empty panel reads: Select a time slot to create a new booking, or click an existing appointment to view details.)
- Customer — tap Customer and pick a registered member. You cannot go Next until a member is selected. If CRM is not connected, complete the bind dialog first.
- Service — tap a service card to select it, tap + to add quantity, or tap Add service to create one (name, duration, price). Tap Next.
- Time — pick the date and a 30-minute Start time. Drag Duration if you need longer than the service total. Slots show
count/limitwhen a slot limit is set; a full slot is disabled (This slot is full…). - Confirm — review Staff, Customer, Service, Date, Time, and Total. Tap Complete Booking. New bookings are saved as Confirmed.
- Tap an existing booking to open Booking Details. Use Change Booking to re-enter the wizard (Save changes), or Cancel Booking. Open Cancelled List in the header to review cancelled appointments (they no longer appear on the calendar).
💡 Tip: With Simplified Booking Mode on, the Service step is skipped, duration is locked at 60 minutes, only the start time is shown, and slot limits are ignored. Bookings need a registered CRM member — there is no walk-in name-only path in the wizard.
🎬 Video Guide