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How do I create a new Reservation?
New Reservations are created on the Bookings screen
You can create a Reservation by either:
1. Tapping on New Reservation and selecting Service or Class
2. Tapping directly on the time in the Bookings screen, where you would like to add the Reservation
Search existing Customer List by typing the customer's name into the search bar OR enter details of a New Customer in the pop-up box and tap Save
Select the Service from the Recent Reservations list of an existing customer OR scroll down for a full list of Service options
Tap Employee: Any if you want to specify which Employee carries out the service. Select the required Employee from the list presented
Tap Continue
Select date/time from the list of availability
It is possible to manually override the available time slots by using the Enter Manually option. Please note: this option disregards system-calculated availability and allows double-booking
The following Confirmation pop-up box will appear:
From here you can add notes, select whether the customer receives an email confirmation of their booking (this is enabled by default), and select the reservation Request Type
| Field | Description |
| Request Type | Select from the following options: None - No selection Existing Request - This an existing Customer has specifically requested this Employee New Any - This is a new Customer who has not requested a specific Employee New Request - This is a new Customer has specifically requested this Employee Existing Any - This is an existing Customer who has not requested a specific Employee |
| Price | It is possible to override the Service price here |
| Notes | Add any required notes here |
| Send New Email | Select this checkbox to send the Customer a Reservation Confirmation email |
Review the reservation and tap Confirm. The Reservation will appear on the Bookings screen
