Create an unpaid booking from the web dashboard. The verified flow used an existing customer, the Haircut service, and an available calendar time.
#Before you start
Make sure the service and provider have an available time. If you start from a blank calendar time slot, EasySched carries that date and time into the booking form.
#Create a booking
- From the dashboard workspace navigation, select Calendar.
- Select the Bookings tab.
- In the calendar, select an open time slot and select New booking from the Time slot actions menu.
- In Create New Booking, leave Select Existing Customer selected.
- In Search by name, phone, or email..., enter the customer’s name, phone number, or email address, then select the customer.
- Under Services, select the service the customer is booking.
- Under Booking Details, review the Provider and the date and time shown under Date & Time.
- Leave Book Without Payment/Card selected. The customer pays at the appointment.
- Select Create Booking.
#What happens next
EasySched closes the form and adds the booking to the calendar. In the verified flow, the booking appeared in the agenda as QA Import Client One Test - Haircut, with Alex Martinez as the provider. Opening it displayed Booking Details, the selected service, the scheduled time, and Payment pending.