Schedule
Set up an upcoming session for a client
The Schedule quick action lets you create a booking for an existing client directly from your dashboard — without going through the public booking page.
How to Schedule
- Click Schedule on the card on your Dashboard
- Fill in the booking details:
| Field | Details |
|---|---|
| Client | Search by name or email to find an existing client |
| Service | Select from the services you've created (price shown next to each) |
| Currency | Only appears if the selected service has prices in multiple currencies |
| Date & Time | Pick a future date and time for the session |
| Session Mode | Online or In-Person |
| Payment Status | Paid or Unpaid (hidden for free services — those are automatically marked as paid) |
- Click Save to create the booking
Things to Know
- This is for scheduling sessions with existing clients — the client must already have a profile in your account
- The date must be in the future
- If a service is free, payment status is set automatically
- If you're part of a team, this also works for team-level bookings
- To add a new client first, use the Add Client quick action