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How do I create an appointment?

There are two ways to create an appointment:

1. Navigate to the Calendar tab. Click 'New' button in the upper-left corner and select 'Appointment'.

2. Navigate to the Calendar tab. Once you see your business calendar, locate the desired date and click on the time of the day you'd like your appointment to start. Three options will become available (Add Appointment, Add Class, Block Time), then select 'Add Appointment'.




-In the New Appointment window, under the 'Info' tab, select your business location, service, staff member providing the service, date, time. Duration and Cost will auto fill with the details you entered in the Settings. You can change duration time and cost to your liking. Next, enter the client's first name, last name, email, phone number. If you want to add an existing client to the appointment, just start typing their first or last name and Booksteam will automatically fill remaining details for that client. If it's a new client, their information will automatically be added to your client database. If you want this appointment to repeat, you can do so under the ‘Repeat’ tab. For more info on recurring appointment, please refer to “How do I set up recurring events?” question/answer.

Click 'Save' and you're done. An automatic appointment confirmation email will then be send to the client. Make sure, your client has a valid email on file.