Type in Client to search by name or phone. Or press + New client: First name and Last name are required, and you need a Phone Number or an Email — at least one is required.
Choose the service and appointment type
Calendar Service — any service if you’re an Admin or View All. A professional with one service inherits it; with several, picks their Specialty.Appointment Type — Call, In-Person or Video call. Only the types the service allows are offered.
Assign to staff (Admins)
Assign to Staff lists the members of that service who serve that type — Filtered by the selected service and appointment type. Leave Auto-assign / Any available and the service’s allocation strategy picks the professional. View-All users always auto-assign; a professional books themselves.
Pick the day and time
Day — upcoming days only; PICK opens a date picker. Available times lists the real free slots (Times in New York) for that day, honouring hours, existing bookings, Google busy time and the service’s booking rules.
Picking an available time for a new event
No available times for this day means the service’s duration doesn’t fit in what’s left — try another day or a shorter service.
Save
Press Save. You’ll see Event booked successfully and the card appears with the grey Manual dot. Reminders are scheduled according to Notifications.
