How do I book an appointment for a customer?
In Booking › Appointments, click Appointment, pick the customer, the appointment and a free time, then click Book. The customer gets the confirmation email.
In Booking › Appointments, click Appointment. Pick the customer, the appointment and a free time, then click Book …. It's confirmed right away, and the customer gets the confirmation email.
Also called: book for a customer, phone booking, add an appointment, book on behalf, réserver pour un client, prendre un rendez-vous au téléphone, ajouter un rendez-vous
Step 1: Start a booking
In Booking, open Appointments and click Appointment at the top. Or, on the Links tab, open an appointment's ⋯ menu and click Book for a customer.
Click: Booking › Appointments › Appointment
Step 2: Pick the customer
Search by Name, email or phone, or click New customer. Check the Name and Email: the confirmation goes there. Phone (optional) can be added. Click Continue.
Click: the customer › Continue
Step 3: Pick the appointment
Under Which appointment?, click one. This step is skipped when you started from an appointment's menu.
Step 4: Pick a time and book
If the appointment asks where, answer Where?. Pick a day, then a time. Click Book …. You see Appointment booked for … and "A confirmation email went out."
Click: a time › Book …
Good to know
Only the times customers would see are offered: your hours, jobs, bookings and connected calendars count.
After booking, click See the appointment or Book another.
To change the time later, open the booking and click Move. The customer gets an email.
Ask Alori can book it too: "Book Sarah Chen a service call Thursday at 10".
If it doesn't work
"… has no email yet. Add one: the confirmation goes there." Type the customer's email.
"Someone just took this time. Choose another one." Pick another time.
"This customer already has this appointment at that time." It's already booked.
"This link offers no time right now. Check that it is on and has hours." Turn the appointment on, or check your hours.
"This link is off or has no hours right now." Same: turn it on in Links, or add hours.