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Search guides for Appointment Booking.

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    Create an appointment manually

    Create an appointment on behalf of a customer directly from the admin, perfect for phone bookings, walk-ins, or manual adjustments.

    🧭 When should you use this?

    Section titled “🧭 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

    🛠️ Step-by-Step: Create a Booking Manually

    Section titled “🛠️ 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
    1. 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.

    1. Assign a team member. Available times depend on this staff’s availability
    2. Choose date & time
    • Pick the Date
    • Select the Start time

    ⏱️ End time is calculated automatically based on service duration.

    1. 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.

    1. Set appointment & payment status
    • Appointment status
      • Approved (default)
      • Pending
    • Payment status
      • Paid
      • Unpaid (for free or pay-later services)
    1. Optional settings
    • Bring more people (for group bookings)
    • Send email notification to the customer
    • Add internal notes (not visible to customer)
    1. Save the appointment

    🎉 The booking now appears on the calendar.

    ✅ What happens after creation?

    Section titled “✅ 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

    📘 Example: Walk-in booking

    Section titled “📘 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.

    ▶️ Tutorial video

    Section titled “▶️ Tutorial video”

    🙋 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.