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Make a booking for a phone or walk-in client

Service, team member, time and client in three screens. The client gets a confirmation email the moment you confirm.

Who can do this
Everyone
Where to find it
Dashboard > Diary > New booking
The first New booking screen: choose a service
New booking: service
  1. Step 1: Open Diary and press New booking. On a phone, press the + button.
  2. Step 2: Choose the service.
  3. Step 3: Choose the team member.
  4. Step 4: Pick a free time. Only times when they are free and the salon is open are offered.
  5. Step 5: Find the client by name or phone. If they are new, press Add a new client and enter their name and phone or email.
  6. Step 6: Choose Collect on the day (cash or card at the desk) or Bank transfer.
  7. Step 7: Add a note if you need one.
  8. Step 8: Check the summary and press Confirm.

Check it worked: The booking shows in the Diary as Confirmed and the client receives a confirmation email.

Note: A service that needs a patch test is held rather than confirmed until the test is recorded. See Clients for how.

Note: Space renters can only book into their own column.

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Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.