Creating an Event
Use New Event, then choose Appointment or Reservation. Each type asks for different details.
Before you start
- The Bookings · Modify permission.
- A plan with events (Starter and up).
- For appointments, at least one bookable service (Lite and up).
Steps
Open Events and tap New Event
From the POS menu, open Events, then tap New Event and choose Appointment or Reservation.
For an appointment, pick the service
Choose the Service. If the picker is empty, tap New Event Service to make one, and saving returns you here.
Pick the day, time and staff
Choose a day and a time. The booking opens on the next 15-minute slot, and any time can be picked in 15-minute steps. Pick a staff member, or leave Any available. The app does not hide busy times, so a conflict is checked when you save.
Add the customer
Pick a Saved customer to link the booking to their page, or type a name for a walk-in. Phone and email are optional. A typed phone number uses your store's country code unless you pick another.
For a reservation, set the party
Set the date, the from and to times, the party size (at least 1) and the guest's name. Optionally choose a table, a deposit amount, a colour and notes.
Review and save
Check the summary and tap Save. The booking appears on the board as Scheduled.
What happens next
- The booking shows on the Events board. Use its detail screen to edit, notify, check in or seat, complete it, or link an order when the customer pays.
- It does not create an order by itself.
Edge cases
- The start must be in the future, and inside the service's booking window: its lead time and how many days ahead it allows.
- A named staff member must be working then (their schedule) and not booked at the same time, and the service's Max concurrent must not be reached. See Booking and Staff Availability.
- A reservation that names a table is refused while another reservation holds that table at the same time.
- Book from a customer's page. Open the customer, tap More → Book appointment (or Book on their Upcoming bookings card). The customer is already linked, and you return to their page after saving.
- Staff booking in the app does not check the service's staff list. Only the online booking page does.
- The title is built for you from the service and customer, or the party size and guest, so you do not type one.
- The saved customer picker shows for staff who can view customers or use the register.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Events (Starter and up) | Bookings, check-in and reminders. Not on the free Basic plan. |
| Lite and up | Event Services, the catalog of bookable services, and the staff lookup for appointments. On Starter you can take reservations; appointments need a bookable service. |
| SMS Notifications add-on | Texts for scheduled, rescheduled, checked in, in progress, completed and cancelled bookings, when each is turned on. |
| Live sync (Lite and up) | Other devices see the change at once. On lower plans they pick it up the next time they refresh. |