Your First Appointment

This guide walks you through creating an appointment manually. If you’ve enabled online booking, clients can also book themselves.

Open the new appointment form

From the Dashboard, tap the + button or navigate to New Appointment from the menu.
Select or create a client

Start typing a client’s name to search existing clients, or enter new client details:
- Name (required)
- Email (required — used for confirmations and reminders)
- Phone (optional — used for SMS reminders)
Choose a service

Select from your configured services. This automatically sets the duration and price. You can override both if needed for this specific appointment.
Pick a date and time

Select the appointment date and start time. Booker checks for conflicts and will warn you if the time slot overlaps with an existing appointment.
Select a location

Choose from your configured locations. The location details are included in the confirmation email sent to the client.
Add notes (optional)

Add any notes for yourself or the client. Client-visible notes are included in the confirmation email.
Save the appointment

Tap Save. Booker will:
- Create the appointment
- Send a confirmation email to the client with all the details
- Attach an iCalendar (.ics) file so the client can add it to their calendar
- If the appointment requires payment, include a payment link in the email

After the appointment is created

Action	What happens
Edit	Tap the appointment to update details. The client receives an update notification.
Mark as paid	If the appointment has a price, mark it as paid to track revenue.
Cancel	Cancel the appointment. The client receives a cancellation email with your cancellation policy.
Reminder	Booker can automatically send a reminder email before the appointment.

The confirmation email includes: