Press New booking on Reservations. Pressing + in an empty cell of the Schedule's Team view, or New booking on a customer's details, fills in that day, worker or customer for you.
- Customer: type at least 4 digits of the phone or 2 letters of the name, and pick them. For someone new, press New customer and enter their name, mobile number and address.
- Service: choose the service and the Service option, such as the number of units. The time and price follow the option.
- Time: pick a free time; the rules are the same as on your booking site. For another time you agreed, tick Book outside the free times, enter it and say why.
- Team: keep Confirmed and choose who goes; only workers who are free and do this service are listed. Or choose Pending to assign the team later.
- Booking details: choose where the booking came from, and add Notes for the team (optional).
- Press Create booking.
With an email on file, the customer gets a confirmation with a calendar file, unless you untick Email the confirmation. Then press Send confirmation on WhatsApp: WhatsApp opens with the message ready in English, 中文 or Bahasa Melayu, and you press send.
If you take deposits, tick Send a deposit payment link, and the link goes into that message.
A new customer who later signs in on your booking site with the same mobile number sees the booking there.
A booking you make needs no code from the customer; customers who book online themselves confirm their number by WhatsApp. On a public holiday you close on, you can still book, after a warning.