Documentation
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 (salutation, 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
Customer without an email address
Not everyone gives an email address over the phone - and a booking should not fail because of that. In the quick-add form of the appointment panel the email address is therefore optional. First and last name are enough to create the customer and save the appointment.
If an address is added later that already exists in the system, JoomBook rejects it and names the customer who is already using it. An email address still belongs to exactly one customer - otherwise it would no longer be possible to tell whose appointment a confirmation refers to.
Closed days and opening hours
By default you cannot click a closed day or a time outside the opening hours in the calendar to start an appointment - the reason is shown right at the cursor (e.g. "The location is closed on this day"), and the save button stays disabled. On the other routes too, the server rejects an appointment on a closing day, during a holiday period, outside the opening hours or while a staff member is absent.
To create such exceptional appointments anyway, enable Settings → General Settings → Booking Settings → "Allow booking outside opening hours". The booking wizard on the website is unaffected and always respects the opening hours.
