Creating a Manual Appointment
Creating a Manual Appointment
Log a booking on behalf of a customer directly from your calendar — useful for walk-ins, phone bookings, or recurring arrangements.
How to create a manual appointment
- Open the Calendar tab and tap New Appointment.
- Search for and select the Client. If they're not in your list yet, add them first.
- If the client has a vehicle on file, select it from the Vehicle picker.
- Select a Service. If the service is a bundle, also choose the specific Option.
- Pick the Date and Start time. The end time is calculated automatically based on the service or option's duration.
- If the selected time overlaps with an existing booking or blocked time, a time conflict warning will appear. Review the conflict details, and if you still want to proceed, tick "I understand — save anyway."
- (Optional) Add a Note with any extra details.
- Choose how often this should repeat:
- Does not repeat — a one-off appointment
- Every day
- Every week
- Custom days — pick specific weekdays
- If repeating, set a Repeat until date.
- Tap Save Appointment (or Save Appointments if recurring).
Tips
- Manual appointments respect your bay capacity — if all bays are full at the selected time, you'll be warned before saving.
- Adding a client's vehicle isn't required, but it helps keep accurate job history.
- Recurring appointments create multiple calendar entries at once, saving you from re-entering the same booking each week.
Updated on: 19/06/2026
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