How to create a booking for your client

While online self-booking is convenient for many clients, some situations still call for staff-assisted booking. Whether helping clients who prefer phone bookings, managing walk-ins, or rescheduling appointments, your team needs an efficient way to create bookings directly. 2BookNow makes this process simple.

In your calendar, click on a time or click on the + button to add a new booking. Select the service the client wants to book, followed by choosing the appropriate staff member to provide this service. These selections determine the available time slots based on your business hours, staff schedules, and existing appointments.

After selecting a convenient date and time from the available options, you’ll enter the client’s details. For returning clients, the system’s smart search feature lets you quickly find their profile as you type their name or phone number, automatically filling in their contact information and eliminating redundant data entry.

For new clients, you can create their profile directly during the booking process. Enter their basic information, and the system will automatically establish their client record while completing the booking. This streamlined approach ensures you capture necessary client details without interrupting the booking workflow.

The system accommodates various booking scenarios:

  • Standard service appointments with single or multiple staff options
  • Classes or group activities where you can add specific attendee names
  • Tours with different guest types and quantities
  • Bookings on behalf of another person (when the booker isn’t the service recipient)
  • Multi-session bookings for services requiring multiple appointments

Once all information is entered, simply click “Create Booking” to finalize the appointment. The system automatically sends confirmation notifications to the client based on your message template settings.

This staff-assisted booking capability integrates seamlessly with your online bookings, maintaining a single, comprehensive scheduling system. All bookings, regardless of how they’re created, appear in your calendar and reports, ensuring complete visibility of your business operations.