How to book an appointment from the calendar.
Most front desks book straight on the calendar. Click a free time, fill in a short form and save. Timeo checks for clashes and leave before it books.
- Who it is for
- Owners, managers and front desk staff
- Plan
- Every plan (Basic, Advance and Team)
Book from the calendar
- Open Appointments in the sidebar. The day calendar opens; use the arrows or Today to move between days, or switch to the week with the Day and Week switch.
- Click a free time in the staff member's column, or click New booking at the top. If your business runs classes, a small menu opens first: pick Add appointment.
- Under Customer, search by name or phone. For someone new, click New, type the name and phone, and click Add customer. For a quick visit with no record, choose Walk in.
- Pick the Service and the Staff member. Each staff member is marked Free, Busy, Off, Blocked or On leave for that time.
- Check the Time and Duration. You can type a time like 2:30pm or 14:30, and use the buttons to make the visit 15 minutes shorter or longer.
- To add a second service to the same visit, click Add another service.
- Set the Status to Confirmed or Pending, and add Notes if needed.
- Click Save. The booking appears on the calendar and the customer is told automatically.
Other ways to see your bookings
The Workbench, Calendar and List buttons at the top of the appointments pages switch between views of the same day. More options in the booking panel opens the full booking form if you need every field.
When Timeo warns you
- If the staff member already has a booking at that time, Timeo asks you to pick someone free or another time.
- Outside a staff member's working hours, or in blocked time, you see a note but can still book.
- A staff member on approved leave cannot be booked. A manager can choose Book over leave and add a Reason, which is saved in the activity log.
- If the customer already has a booking at that time, you see Customer already booked and can choose Book anyway only if they really have two treatments at once.
What your customers see
- Saved customers get a booking confirmation by email and app notification, plus WhatsApp if your WhatsApp is connected and that message is switched on.
- After saving, you can click Send WhatsApp to send a ready-made confirmation from your own number.
Common problems
- I cannot find my service in the Service list. Why?
- The service may be switched off, or the staff member you picked does not offer it. Check Services, then add it to the staff member in their Services card.
- Why does Save say "Pick a customer, add one, or choose Walk in"?
- Every booking needs either a customer or Walk in. Search for the customer, add a new one with New, or choose Walk in.
- Someone else booked the same slot while I was typing. What happens?
- Timeo checks again when you save. If the slot was just taken, the calendar refreshes and asks you to pick another time or staff member. Your typing is kept.
Related guides
- How to book a repeating appointment
- How to check in and check out an appointment
- How to reschedule or cancel an appointment
- /guide/getting-started
More in Appointments and bookings, or start with the getting started guide. Still stuck? Contact us.