Set up and manage bookings

Before taking bookings

• Create the service as a catalogue item and enable its booking options.
• Add bookable staff or assets and make sure each one uses the correct timezone.
• Assign the service to at least one active staff member or asset.
• Set availability for the branch and booking target.

Create a booking

1. 1

   Open Bookings

   Use the month or week view and navigate to the relevant date.

2. 2

   Choose New booking

   Select a bookable catalogue item, then an eligible staff member or asset.

3. 3

   Set the start time

   Use the timezone shown by the selected booking target and confirm the requested time is available.

4. 4

   Review the calendar

   Filter by catalogue item or booking target to confirm the new appointment appears in the right place.

Manage staff, assets, and availability

Bookable staff represent team members who deliver a service. Assets represent rooms, equipment, or other limited resources. Capacity and availability determine what customers can request.