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?
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
Open the app > click Appointments
Click Add appointment (top-right corner). The Create Appointment form opens
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.
Assign a team member. Available times depend on this staff’s availability
Choose date & time
Pick the Date
Select the Start time
⏱️ End time is calculated automatically based on service duration.
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.
Set appointment & payment status
Appointment status
Approved (default)
Pending
Payment status
Paid
Unpaid (for free or pay-later services)
Optional settings
Bring more people (for group bookings)
Send email notification to the customer
Add internal notes (not visible to customer)
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:
Click Add appointment
Select Yoga Class → Beginner
Assign Staff 1
Set Dec 17, 2025 – 11:00 AM
Select Anna Kim
Set status to Approved
Set payment to Paid
Save
✅ Booking is instantly confirmed and visible in the calendar.
▶️ Tutorial video
🙋 Still need support?
If you still need help, please feel free to contact us at [email protected]. We’ll be happy to assist you further.
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