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3.2 Create an appointment

  1. Click + New booking (or click an empty slot in the agenda — it opens prefilled with the date/time/column).
  2. Date and time: the offered times respect the store hours, the staff schedule (2.8), the minimum lead time and conflicts. Unavailable ones appear struck through.
  3. Customer: name + phone and/or email (at least one if you want the customer to get notifications). The customer is created/linked automatically on save.
  4. Booking details (per agenda type):
    • Per professional: service + professional.
    • Per service: service (professional optional).
    • Per space / table: space/table + party size.
  5. Notes (optional).
  6. Save.

Multi-service (Per professional): add several services for the same customer; each can have a different professional (or "no preference"), chained back-to-back. It creates one booking per service, linked as a group.

Recurring: tick the repeat option (e.g. weekly) and the end date. (Multi-service bookings can't be recurring.)

📸 03-create-appointment.png — Create form: customer, service, professional and the list of available times. Create appointment

📸 03-multi-service.png — Multi-service booking with several services and professionals. Multi-service

⚠️ If you try to book outside the staff member's hours, or clashing with another booking, the form shows the error and won't save — fix the time/professional.

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