How to book for a customer who called
A customer called or dropped by? A few details in your dashboard, and the booking is in your calendar. The customer gets a confirmation and a reminder, just like anyone who booked online.
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Full transcript
A customer called, or walked in without a booking? A few details, and the booking is in your calendar. In your dashboard, the Add booking button at the top. The customer's name, plus a phone or email if you have them. And if needed, a service and a staff member. Then the date and time. The length fills in on its own, and you can change it. The customer gets a confirmation and a reminder by WhatsApp or email, just like anyone who booked online. Tap Add to calendar, and it's in your calendar. BookMe1. Phone bookings too, in the same tidy calendar.
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Tap "➕ Add booking"
The button is at the top of the dashboard and in the calendar. In the calendar's Day or Week view you can also tap a free time, and the date and time are filled in for you.
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Enter the customer's details
The name is required. Phone and email are optional, but without them the confirmation and reminder can't reach the customer. If you have services or staff, you can pick them too.
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Pick the date, time and length
The length fills in from the service or from your business's booking length, and you can change it.
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Tap "Add to calendar"
The "Send the customer a confirmation and reminder" box is ticked for you. Tap, and the booking is in your calendar.
💡 Good to know
- No need to message the customer? Untick the box before adding the booking.
- You can edit, move or cancel a booking you added by tapping it in the calendar.
❓ FAQ
Can I add a booking at any time?
Yes, as long as the time hasn't passed and the staff member is free. If it clashes with another booking, a message shows what's in the way.
I booked by mistake. What now?
Open it in the calendar and tap "Cancel this booking".