Create your first booking

Create a booking from start to finish, including customer, items, and schedule details.

BookingsCustomersProducts

Create your first booking

Create a booking from start to finish, including customer, items, and schedule details.

Where this lives

Open Bookings, choose New Booking, then work through customer, schedule, products, pricing, and notes before saving.

Pick the correct customer first so contact history, past bookings, and saved details attach to the record you are creating.
Schedule details drive availability checks, delivery planning, and conflicts, so review date, start time, end time, and service window carefully.
Product quantity and pricing should be reviewed before you collect payment because later edits may change the total.

Confirm required products are available for the selected time window.
Add internal notes only when the team needs operational context such as stairs, gate codes, setup constraints, or venue timing.
If the customer is ready to pay, record the deposit from the booking instead of creating a disconnected payment later.

Create a booking from start to finish, including customer, items, and schedule details.

Open Bookings, choose New Booking, then work through customer, schedule, products, pricing, and notes before saving.

Pick the correct customer first so contact history, past bookings, and saved details attach to the record you are creating.
Schedule details drive availability checks, delivery planning, and conflicts, so review date, start time, end time, and service window carefully.
Product quantity and pricing should be reviewed before you collect payment because later edits may change the total.

Confirm required products are available for the selected time window.
Add internal notes only when the team needs operational context such as stairs, gate codes, setup constraints, or venue timing.
If the customer is ready to pay, record the deposit from the booking instead of creating a disconnected payment later.