When a customer calls or walks in, you can book the appointment for them in the app. They get the same confirmation email as a customer who booked online.
Add the booking
- Click Bookings in the app menu.
- Click Add a booking in the top right.
- Choose the service.
- Fill in the customer's First Name, Last Name, and Email. Phone is optional.
- If they are already a customer in your store, search for them by name or email instead. The app fills in their details.
- Optional: add Internal notes. Only you and your team see them.
- If the service has intake questions, answer them for the customer.
- Choose how to pick the time:
- Choose from available times — the same calendar customers see. Only open times show, so you cannot double-book.
- Select a custom time — any date and time, even outside your open hours. Use this for special cases.
- Pick the time and confirm:
- On Choose from available times, click the time, then click the button below it.
- On Select a custom time, set the date, time, and Quantity, then click Add this booking.
You can also start from a customer's page in Shopify. Open Customers, click the customer, then choose Create a Booking from More actions.
Select a custom time lets you book over closed hours and even blackout dates. The app warns you but does not stop you. Use the other tab if you want the app to protect your schedule.
Is a Shopify order created?
No. A booking you add in the app does not go through checkout, so there is no Shopify order.
To charge the customer through Shopify, turn on draft orders. This needs the Pro Plus plan or higher.
- Go to Settings > Shopify automations.
- Under When a booking isn't paid for, check Create a draft order in Shopify.
- Click Save.
Now, when you add a booking, you can check Send an email invoice. The customer gets a Shopify invoice. When they pay it, it becomes a normal order.
If the customer pays you in person, record the sale in Shopify POS or create the order in Shopify yourself.
Does the customer get an email?
Yes, if confirmation emails are on for that service. See Turn on confirmation, reminder, and follow-up emails.
To add a booking without emailing the customer, turn off confirmation emails for the service first, then turn them back on.