Documentation
Bookings
Creating a Booking Manually
# 42
Last editetd on 15 June 2026
You can create appointments directly in the admin backend — useful for phone bookings or internal reservations.
Ways to Create an Appointment
Appointments can be created directly in the backend - useful for phone bookings or internal reservations. There are several ways to do this; they all open the same side booking panel.
- From the calendar view (fastest): Open JoomBook → Appointments and click the desired day directly in the calendar view. The panel opens with the date already pre-filled.
- From the customer list (ideal for follow-up appointments of known customers): Open the customer under JoomBook → Customers and click the blue "Create New Appointment" button. The customer details are then already filled in, and you have any notes or preferences of the customer at a glance, provided internal notes are stored for that customer.
- Via the "New" button in the appointments overview: Under JoomBook → Appointments, New (top left) opens an empty booking panel.
- Via the dashboard: In the JoomBook dashboard, the "New Appointment" quick link also opens the booking panel directly.
In the Booking Panel
Regardless of the route chosen, you fill in:
- Choose Location and Service - the Price is pre-filled from the service and can be adjusted
- Choose the Staff member, or Any / Round-Robin for automatic assignment
- Choose Start date and Start time - times that are already booked are not offered for selection
- Choose the Customer: find an existing customer via the search, or create a new customer via the + button (first name, last name, email, phone)
- Set Appointment status (default: Confirmed) and Payment status if needed, optionally an internal Note
- Decide whether a confirmation email is sent to the customer (Yes / No - required)
- Click Save & Close
For couple services (two staff members per appointment), a second staff field appears.
