1. Open Bookings
Open the Schedule tile from your home dashboard or All Apps. You'll see your calendar view with any existing sessions.
2. Click New Booking
Hit the New Booking button in the top-right corner to start creating your session.
3. Select a Service
Choose from your list of services. Each service has a pre-set duration and price, so your booking is automatically configured. If you haven't set up services yet, head to Bookings > Services first.
4. Pick a Date and Time
Select when the session will happen. The calendar shows your availability based on your working hours. Choose a date, then pick a start time from the available slots.
5. Assign a Client
Search for an existing client or add a new one right from the booking form. The client will receive a confirmation email once the booking is finalized.
6. Add Extras
Customize the booking with optional details:
- Add-on services for upgrades like extra hours or prints
- Location for on-site sessions
- Internal notes that only you can see
7. Confirm the Booking
Review the details and click Confirm. The booking appears on your calendar, and your client receives a confirmation with all the details.
Tips
- Set up your availability under Bookings > Settings to control when clients can book.
- Pair bookings with contracts and invoices for a complete workflow.
- Use the calendar view to get a visual overview of your upcoming schedule.