Creating and managing bookings
Reviewed 2026-08-30
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The salon calendar is the fastest place to put a client on the board. This short guide covers creating a visit and points you to deeper calendar topics.
Open the salon calendar
Open the salon calendar and confirm you are on the right salon, date, and professional filters. Choose day, week, or staff layout depending on how you want to scan the board.
Choose Day, Week, or Staff
- Open Calendar from the salon sidebar.
- Confirm the salon, date, and professional filters at the top of the board.
- Select Day, Week, or Staff to change how the grid is laid out.
Start a new appointment
Start a new appointment from the board, or click an empty available slot on the grid. Clicking a slot can prefill the start time when that time is still open.
Open New appointment
- Select New appointment, or click an empty available slot on the Calendar grid.
- If you clicked a slot, confirm the start time that was prefilled before continuing.
Client, service, professional, and time
Complete the booking in order: client, service (and products when your plan allows), professional, date and time, then review. Only open start times appear; past dates and closed salon days are blocked.
Complete the booking steps
- Choose the client.
- Choose the service (and products when your plan allows).
- Select a named professional or Any professional.
- Pick the date and an open start time, then review and save.
After the booking is saved
After the booking is saved, open the appointment card to update status, add notes, take payment, reschedule, or edit same-slot details. Drag the card for a quick move on the board.
Update the saved booking
- Click the appointment card on Calendar to open the sidebar.
- Update the status, add notes, or choose Checkout, Reschedule, or Edit.
- Drag the card on the board when you only need a quick move.
Related calendar guides
For deeper help, read How available time slots are decided, Booking statuses and reception actions, Reschedule and reassign bookings, Assigning professionals to bookings, and Clients cannot see available time slots.