If a new customer arrives at your facility and wants to make a booking on the spot, staff can follow these steps to create a customer and their booking in Admin:
š¤ Step 1: Add the Customer to Your Database
In Admin, navigate to the Customers page
Click + Add Customer and enter their details.
Save the profile to ensure they are saved to your database.
š³ Step 2: Add their Payment Details
In their profile, select the Billing tab
In the Default Card section, click the Add Card button, and enter their payment information
Click Save
š Step 2: Create a Booking on the Calendar
Go to the Calendar page.
Click the + New Booking button
Fill out the Add Booking form for the booking - Service type, date, time, and room.
Click Save
ā Step 3: Add the Customer to the Booking and Process Payment
In the Manage Participants and Payments modal, type the participant's name in the Customers field and select their profile when it appears
On the Cart panel, the booking will appear under the Cart items section, with an amount that's auto-populated based on the service price
If you would like to process payment for the booking, click the Next button. If you only want to add the participant to the booking for now and collect payment later, select the Add & Pay Later option
If the customer has eligible credits to redeem, you can select the Add (+) button from the Package or Membership the credit will be deducted from
Click the Next button
On the Summary panel, you can:
Change the Total amount that will be charged to the customer
Select to Waive Payment
Add a discount code (if applicable)
When you're ready, click the Proceed to payment button
Select the appropriate Payment Method
Optional - Select or deselect the Notify Customer checkbox if you would like to notify them
Click the Pay & Apply Changes button, which will process the payment, record the transaction and finalize everything.
That's it ā the session is booked and the customer is now in your system for future visits!
Let the customer know they can book on their own anytime by visiting your facility's booking page, signing into their account with their email address, and selecting the service they'd like and complete the booking process.