Taking a booking

Taking a booking

Book someone in yourself, for phone calls and walk-ins.

Quicker for a regular: if the caller has been in before, do not start here. Tap the magnifier in the toolbar on any screen, type two letters of their name, and tap Book on their row. The form opens with their details already in.

Before you start

• The sidebar link is New Appointment, or New Booking once you also sell classes, events, or resources. The page heading always reads New Booking.
• Have the client's phone number to hand. It is the only required field.
• Nothing saves until you finish, so do not click the sidebar link again part way through.

Step 1: Pick what they are booking

If you sell more than one kind of thing, choose a tab first, such as Appointment, Classes, Events, or Resources.

Step 2: Choose the service

1. Under Select a service, pick what they want.
2. If the service has options, choose one under Choose your option.
3. If it offers extras, pick those next.

Step 3: Choose the person and the time

1. Under Who would you like to see?, pick a calendar, or let ResNeo choose.
2. Under Date and time, pick a day, then a slot. Slots are grouped into morning, afternoon, and evening.
3. Use Custom duration if this visit needs longer than usual.

Step 4: Book two things in one visit

A client wanting a cut and a beard trim does not need two bookings.

1. Pick the first service and a time as normal.
2. Click Add another service.
3. Choose the next one. ResNeo works out its start time from the end of the first, so the chair time is protected end to end.
4. You can put up to four services in one visit, and Remove takes one back out.

Good to know: deposits are not offered on a multi-service visit. Take payment in person, or send a payment link from the bookings list afterwards.

Step 5: Add their details

Phone number is required. Names and email are optional but worth having, because without an email they get no confirmation.

Add anything they mention under Comments or requests.

Step 6: Finish

Click Confirm Booking, or Continue to payment if the service takes a deposit. You land back on the bookings list with the new booking in it.

Rebooking a regular

For "the usual, please", this is the fastest route in ResNeo.

1. Open Contacts and find the client.
2. Open the Guest bookings section on their record.
3. Click Rebook on the visit you want to repeat.

The form opens with their details, the same service, the same person, and the same length already chosen. You only pick a date and a time.

Note: anything they asked for last time under Comments or requests starts blank on purpose, so an old note never follows them by mistake.

Common problems & fixes

Problem	Likely cause	Fix
The tab I want is missing	That booking type is not turned on	An admin can turn it on under Settings, then Booking Settings, in the Booking models card
No times are offered	Nobody with that service is working then	Try another day or person, or book it from the calendar by clicking the slot you want
I cannot finish the booking	The phone number is missing	Add a phone number, then confirm
The client got no confirmation	They have no email address on the booking	Add one, then use Resend confirmation from the bookings list
They want a slot that is full	The waitlist is joined by clients themselves	Send them your booking link and ask them to join the waitlist from there

Next steps

• Using the bookings list
• Using the calendar
• Your contacts (CRM)