Appointments
Create an appointment
Book an appointment yourself when a customer calls, messages or walks in, from the Appointments menu or the calendar.
Overview
Create an appointment yourself when a customer calls, messages or walks in and you need to put them in the diary. You can start from Appointments → create, or tap an empty slot in Calendar. Both open the same form: you add the customer, the service, the team member and the time, then save.
Book an appointment for a caller or walk-in
In this example, Aisyah calls to book a Basic Cleanse Facial and mentions she has sensitive skin.
- Go to Appointments and tap create.
- Tap Add a customer, then search for the customer by name, email or phone number and select them, for example Aisyah. If they are not in Bookit yet, create them from the same search.
- In Services, tap Add and choose the service, for example Basic Cleanse Facial. If the service has variants, pick one or choose No variant.
- In the team member section, tap Add and choose who will do the service. If the customer has asked for particular team members, their names are listed for you.
- Choose the Date, then pick an available Time slot.
- Under Reminder, choose when the customer should be reminded, or choose No reminder if they do not want one.
- Optionally, add a short Title and any private Notes, for example "Sensitive skin".
- Tap Save.
A confirmation message appears and the appointment shows in Calendar.
To check or change the appointment after saving, see Appointment details.
Book straight from the calendar
Use this when you are already looking at the day and can see the gap you want.
- Open Calendar.
- Tap the time slot you want.
- Tap New booking.
- Complete the form as in the steps above, from adding the customer to tapping Save.
Book several customers in one appointment
If friends or family are coming in together, tap Add a customer again for each extra person before you save. They are all booked in the same appointment.
FAQs
Why can't I tap Save?
Save stays unavailable until every required field is filled in. You must add at least one customer — if you try to save without one, you see "Customer cannot be empty".
Why can't I see the time slot I want?
Bookit only shows times when the team members you picked are free for the services you chose. Try a different team member or a different time.
What happens if the time clashes with another booking?
You see a warning asking whether you want to go ahead anyway. Check the calendar first, then confirm only if the clash is intended.
Can I save an appointment without a service?
Yes. You can save with just the customer, team member, date and time, and add the service later.
Will the customer get a confirmation and reminder?
If customer notification is turned on, the customer gets a WhatsApp confirmation as soon as you save. The reminder is sent based on what you choose under Reminder; choose No reminder to skip it.
What is the difference between Title and Notes?
The Title is a short description of the appointment. Notes are private details, such as "Sensitive skin" for Aisyah, that the customer never sees.
Can I make a recurring appointment?
No. Repeating is only available for blockers, not for appointments. Create each appointment separately.
Last updated 1 October 2026