Appointments Step 5: Booking a Client

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There are two ways to book a client into an appointment, and it's important to understand the difference between them.

Option 1: Booking by Overriding Your Settings

This method lets you book a client using your original availability and booking window settings, or override them and make changes to the appointment. Use it when you need the flexibility to book outside normal constraints.

1. Go to the Calendar.
2. Click the + button, or click and highlight a time slot.
3. Pick the Service provider, Service Type, and Location (toggle Show all locations if needed).
4. Under Customize your appointment, review the auto-filled fields: name, Date, Start/End time, Repeat every (frequency), Class Size, and Payment/Amount.

Note: To let more than one client book this same time slot, set Class Size to more than 1.

5. Click Create.

Adding Your First Client

In the Class created! pop-up:

1. Search for and select the client under People.
2. Choose how to charge them: Invite to book, Add for free, Use package, or Charge Credit Card (add a card first if needed).
3. Click View Class Details.

Adding Additional Clients

From the Class Details page, adding more clients is a full checkout, not the quick pop-up above:

1. Under People in class, click the person-add icon (top right), or search under Eligible clients below the table.
2. In the checkout that opens, select the client from the dropdown next to the appointment.
3. Apply Account Balance, Gift Card Balance, a Gift Card Code, or an Active discount code if applicable.
4. Choose a payment method: Credit Card/ACH, Terminal (Card Reader), or Cash/Check.
5. Review the Subtotal, Service Fees, and Grand Total.
6. Click Purchase (or Add Payment Method first if the client has none on file).

Option 2: Booking via the Client's Booking Flow

This method is identical to what a client sees themselves. It follows all your availability settings and booking windows.

1. Go to the client's Profile.
2. Click Appointment in the top right.
3. Choose a Location, then a service type from the list (grouped by category).
4. Under Step 1: Schedule:
   • Choose Service Provider
   • Select Date
   • Select Time > filter by All, Morning, Day, or Evening, then pick an available slot.
5. Click Next.
6. Review and complete the booking:
   • Reserve for myself, or add Guest Information.
   • Choose a payment option under Packages > pay for This appointment only, or use an existing package.
   • Under Pay With, apply a Discount Code or Gift Card if needed.
7. Confirm the total under Your Payment, then complete the booking.

Need Help? Contact our support team at support@recess.tv if you have questions about booking a client into an appointment.