# 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

***

### 🛠️ 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="/files/uKgGCpIZZyg2yDecpq9Y" 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="/files/MfqcSfjTLtVXYwhNKMCH" 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.

***

### ✅ 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

**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

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

***

**🙋 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.tipo.io/tipo-appointment-booking/appointment-management/create-an-appointment-manually.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.