Add, change or confirm a booking
Put a booking in the diary, change its time or status, and confirm it.
Where to find it
Calls › Calendar › New booking
Open this screenSteps
- Open 📞 Calls › Calendar and press “New booking” (or “Edit” on an existing booking).
- Fill in “Contact name” and, if you have them, “Phone” and “Service”.
- Set “Starts” and “Duration (min)”.
- Choose the “Status”, the “Owner” and, if it belongs to one, the “Queue”. Add a “Note” if needed.
- Press “Book it” (or “Save changes” when editing).
- To confirm a pending booking without opening it, press “Confirm” on its row.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Contact name | Who the booking is for. Required. | — |
| Phone | The customer’s number, used for reminders. | — |
| Service | What the booking is for. | — |
| Starts | Date and time, in your browser’s time zone. | One hour from now |
| Duration (min) | Length in minutes, in steps of 5. | 30 |
| Status | Pending, Confirmed, Cancelled, Completed or No show. | Pending |
| Owner | The team member responsible. | Unassigned |
| Queue | The queue it belongs to. | None |
| Note | Free text. | — |
Troubleshooting
It says “A name is required.”
Fill in “Contact name”.
It says “A date and time are required.”
Set “Starts”.
It says “That person is not a member of this organisation.” or “No such queue.”
Choose an owner and a queue from your own organisation.
Tips
- Use the status “No show” after a missed appointment so the tiles stay honest.
Good to know
- Deleting a booking is not available on this screen; set its status to “Cancelled” instead.
Related how-tos
- Calendar See and manage the diary of bookings your team and your customers make, and the call-backs waiting in your queues.
- Prepare booking reminders Switched off until an operator turns it on Write a reminder for the bookings you selected, check who it would reach, and queue it now or before each booking.