How to Manually Add a Booking (Phone, Email, or Walk-In)

How to Manually Add a Booking (Phone, Email, or Walk-In)


Manually adding bookings allows you to record phone, email, or walk-in reservations, ensuring they are managed alongside online bookings in your calendar.
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You can add a booking in two ways:

🔹 Using the ‘+ Add Booking’ button – This follows the standard online booking process and will require payment if activated.
🔹 Selecting a timeslot manually – This is ideal for walk-ins or bookings without immediate payment.

Follow the steps below to add a booking using the method that best suits your needs.

Step 1: Open the Calendar

1️⃣ Click Schedule from the left-hand menu.
2️⃣ Select Calendar to view your schedule.
3️⃣ Choose the date and timeslot for the booking.

📌 If the booking is for a class or group session, select the existing schedule.


Step 2: Add a Booking

Method 1: Using the ‘+ Add Booking’ Button

1️⃣ Click + Add Booking at the top left of the Calendar.
2️⃣ This will open the booking widget, just as a customer would see it.
3️⃣ Select the service and date/time.
4️⃣ Enter the customer’s details.
5️⃣ If payments are activated for the service selected, enter the customer’s credit card details to complete the booking.
6️⃣ Click Confirm Booking to finalise.

✅The booking is now completed.



Method 2: Selecting a Timeslot Manually 

1️⃣ In the calendar, click the desired timeslot on the correct date.
2️⃣ In the 'Add new' window that appears, ensure you are on the Booking tab at the top.
3️⃣ Select the relevant Staff or Resource assigned to the service from the dropdown menu.
4️⃣ Select the relevant Service from dropdown menu that appears after the Staff/Resource is selected.
5️⃣ Enter the customer’s name and contact number (email is optional but recommended for notifications).
6️⃣ Select the booking status (Confirmed or Pencilled-In).
7️⃣ Select to send the booking confirmation by email or SMS.
8️⃣ Press Add Booking to save.

✅  The booking is now added to the calendar!

InfoThis method allows bookings without payment. If payment is still required, you can send a payment request link later.
For more details:👉 How to Request Online Payment




Method 3: Adding a Booking to a Schedule Session

1️⃣ Locate the scheduled session in the Calendar.
2️⃣ Click to open the event window.
3️⃣ Click the + Add Booking button.
4️⃣ Enter the customer’s details.
5️⃣ Click Confirm Booking to finalise.

✅  The booking is now added to the session!

📌 Note: You can also use Method 1 to add customers to scheduled sessions.







Troubleshooting & FAQs

Which method should I use to manually add a booking?

If you require immediate payment, use Method 1 (+ Add Booking). If you need to hold a spot without upfront payment, use Method 2 (selecting a timeslot manually). For group bookings like classes, use Method 3 (Adding a Booking to a Scheduled Session).

Can I add multiple bookings for the same time slot?
Yes, if the service allows group bookings, multiple customers can be added to the same timeslot.
How do I process payment for a walk-in booking?
You can manually record the payment method (such as cash) or send a payment request link via email.
Will customers receive an email confirmation?

Yes, you have the option to sen an email confirmation or SMS if they relevant contact details are provided.


Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com




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