Open Reservations and select New. Enter the customer, location, service, date, time, and any property details, then review the calculated amount and duration before saving. Use this flow for phone, email, or migrated bookings.
Before you begin
Make sure the location, services, and pricing choices that this workflow depends on are already configured. Use the linked guides when a prerequisite is missing.
Follow the workflow
Work through the relevant company screen in order. Save only after checking the customer-facing effect of each setting, especially the price, estimated duration, and available time.
Verify the result
Check the company calendar and, when the workflow affects customers, repeat the same action from the public booking page. The final result should match the service, staff availability, location hours, and rules you intended to publish.
