Sometimes a customer calls you, walks in, or you want to block off a slot for a gift — and the storefront checkout isn't involved. Easy Appointment Booking lets you add a booking directly from the dashboard in under a minute.
When would you add a booking manually?
- A customer books over the phone and you want to record the appointment without sending them to your website.
- A walk-in wants the next available slot.
- You're reserving time for a gift experience purchased in-store.
- You want to block a slot without it showing as available to the public.
How to add a booking
Step 1: Open the Add Booking dialog
There are two ways to reach it:
From the Bookings tab:
- In Easy Appointment Booking, click Bookings in the left navigation.
- Click the Add a booking button in the top right.
- A dialog will appear asking you to select a service. Choose the service you want to book from the dropdown.
From the service on the Dashboard:
- Click Dashboard in the left navigation.
- Find the service card and click Add a Booking next to it. This skips the service-selection step.
Step 2: Fill in the customer details
The booking form asks for:
- First Name and Last Name (required)
- Email (required — the confirmation email is sent here)
- Phone (optional)
- Internal notes — visible only to you and your staff, never shared with the customer
If the customer already exists in your Shopify store, use the Search for a Shopify customer field at the top of the form. Selecting them will pre-fill their name, email, and phone automatically.
Step 3: Answer any intake questions
If your service has custom questions (intake fields), they appear below the customer details. Fill in any required answers on the customer's behalf.
Step 4: Choose a time slot
You have two options for selecting the time:
- Choose from available times — the same calendar your customers see, showing only slots that are open according to your availability schedule. This is the safest option because it prevents double bookings.
- Select a custom time — enter any date and time manually, even outside your normal hours. Use this for walk-ins or special arrangements.
Select a time slot (or enter one manually) and click Confirm to create the booking.
Does a Shopify order get created?
Admin bookings do not go through Shopify checkout, so no Shopify order is created automatically. The booking is recorded in your dashboard but won't appear in Shopify Admin → Orders.
If you need a Shopify order for payment tracking or reporting, you have two options:
- Send an invoice — if your plan supports draft orders, you'll see a Send an email invoice checkbox before confirming. Check it to send the customer a Shopify invoice they can pay online. Once paid, it becomes a regular Shopify order.
- Create an order manually — open Shopify Admin and create a draft order yourself, then link it to the booking.
If you collect payment separately (cash, card terminal, etc.) and want it reflected in Shopify reporting, you'll need to create the order in Shopify Admin manually. Easy Appointment Booking has no way to charge a customer directly.
Does the customer receive a confirmation email?
Yes — as long as notifications are enabled for that service. When you complete the form and click Confirm, the app sends the standard booking confirmation email to the address you entered.
If you don't want to send an email for a particular manual booking (for example, if you're just blocking a slot), enter a placeholder email address or disable confirmation emails for that service before creating the booking.
Next steps
- Viewing & finding your bookings — find the booking you just created and review the details
- Editing, cancelling, and rescheduling bookings — how to make changes after a booking is created
- Syncing bookings to Shopify orders — understand how paid bookings connect to Shopify