# Create an appointment manually

### 🧭 When should you use this?

Use **manual booking** when:

* A customer calls or messages you to book
* You need to add a walk-in appointment
* You want full control over time, staff, and status
* You’re fixing or recreating a booking

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### 🛠️ Step-by-Step: Create a Booking Manually

1. Open the app > click **Appointments**
2. Click **Add appointment** (top-right corner). The Create Appointment form opens

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FoYUYTNKVRGBvoKqxBuea%2F2025-12-15_20-58-14.png?alt=media&#x26;token=903e4eef-5a35-4eff-addb-2ef6c7b75061" alt=""><figcaption></figcaption></figure>

3. Select the service & variant

* **Service**: Choose the service (e.g. *Yoga Class*)
* **Variant** (if available): Choose the service option (e.g. *Beginner*)

> The service duration will automatically apply.

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FuXk8fmMWGljHKknlGvrs%2F2025-12-15_20-55-49.png?alt=media&#x26;token=2a0cd9bb-296a-4059-8c01-12d5291e3c41" alt=""><figcaption></figcaption></figure>

4. Assign a team member. Available times depend on this staff’s availability
5. Choose date & time

* Pick the **Date**
* Select the **Start time**

⏱️ End time is calculated automatically based on service duration.

6. Select a customer

* Search and select an **existing customer**
* Customer is required to save the booking

📌 Tip: Create the customer in Shopify first if they don’t exist.

7. Set appointment & payment status

* **Appointment status**
  * Approved (default)
  * Pending
* **Payment status**
  * Paid
  * Unpaid (for free or pay-later services)

8. Optional settings

* **Bring more people** (for group bookings)
* **Send email notification** to the customer
* **Add internal notes** (not visible to customer)

9. Save the appointment

🎉 The booking now appears on the calendar.

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### ✅ What happens after creation?

Once created:

* The appointment appears in the **calendar**
* You can:
  * **Reschedule**
  * **Cancel**
  * **Delete**
  * View full booking details
* Customer details, service info, and time are all visible on the appointment page

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### 📘 Example: Walk-in booking

**Scenario:**

* Customer Anna Kim walks in
* Wants a **Yoga Class – Beginner**
* Dec 17, 2025 at **11:00 AM**
* Payment collected in store

**Admin action:**

1. Click **Add appointment**
2. Select **Yoga Class → Beginner**
3. Assign **Staff 1**
4. Set **Dec 17, 2025 – 11:00 AM**
5. Select **Anna Kim**
6. Set status to **Approved**
7. Set payment to **Paid**
8. Save

✅ Booking is instantly confirmed and visible in the calendar.

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### ▶️ Tutorial video

{% embed url="<https://www.youtube.com/watch?v=JMazBvC22A0>" %}

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**🙋 Still need support?**

If you still need help, please feel free to contact us at <hi@tipo.io>. We’ll be happy to assist you further.