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Create and save an appointment

This is the main flow for a new appointment. Use this page when you want to understand how the form starts, what you fill in, and when to use "Create", "Create copy", or "Save".

Where a new appointment starts​

In most cases a new appointment starts from Calendar:

  • through "Add new appointment";
  • by selecting an empty slot.

Important:

  • if the current location has only one active service type, the system opens the form directly;
  • if it has more than one active type, you first see "Select type of appointment";
  • if there are no active services, the system will not let you create a new appointment.

Selecting the appointment type​

When the system asks for the type, you usually work with:

  • single appointment;
  • class appointment.

This choice determines which fields and limits you will see in the form afterward.

How the form is structured​

For a new appointment, the form usually goes through these sections:

  • location;
  • date;
  • clients;
  • services;
  • private note;
  • notifications.

With a class appointment, you also get extra seat settings.

What you fill in first​

Location​

For a new appointment that does not already start from a fixed context, you first choose the location. This matters because it determines:

  • the available services;
  • employees and resources;
  • available time slots;
  • notifications and part of the online-booking logic.

Date​

The date field is required. When you start from a calendar slot, the date and time are already prepared from the selected slot.

Clients​

In most cases you add the client here so the appointment already has full context. Later actions such as SMS, checkout, and reviews depend on the appointment having a client.

Services​

This is the most important part of the form. The system requires at least one service before the appointment can be saved.

The services define the actual content of the appointment:

  • which service will be performed;
  • start time and duration;
  • employee and resource when needed;
  • price and related service options.

What matters for a class appointment​

For a class appointment, the form can include:

  • "Max. number of seats";
  • "Max. seats per client";
  • "Accept online bookings";
  • "Accepts waiting clients";
  • seat configuration per service option.

The detailed seat and waiting-client logic is in Seats and waiting clients.

How saving works​

At the bottom of the form, the button depends on the situation:

  • "Create" for a new appointment;
  • "Create copy" for a duplicate;
  • "Save" when editing an existing appointment.

In practice:

  • a new record creates a brand new appointment;
  • a copy creates a new appointment based on an existing one;
  • save updates the current appointment.

What the system checks before saving​

The main checks are:

  • selected location;
  • selected date;
  • at least one service;
  • valid values in the class fields when the appointment is a class.

If there is no selected service, the system will not save the appointment.

What happens when you edit an existing appointment​

When you open an already saved appointment:

  • the button is "Save";
  • if you change the date or services, the system may ask for extra confirmation before saving;
  • if you close the form with unsaved changes, the system warns that there are unsaved changes.

This matters because changing the time or services can affect the client and the related notifications.

What comes after the appointment is already saved​

Once the appointment already exists, you can continue with: