Creating a manual booking

Create a manual booking when the guest arranges the appointment with you directly — by phone, in person or in a message — instead of sending a request through the booking page.

Create the booking

1. Click New in the sidebar and choose Future appointment. On a phone, use the + button in the middle of the navigation bar; the New appointment button on the Appointments page opens it too. The New appointment dialog opens.
2. In Select guest, search for an existing guest or choose Add new guest.
3. For a new guest, enter their name and at least an Email or a Phone number. (For an existing guest profile, Bokko uses the stored contact details.)
4. Select the Service.
5. After you pick the service, the Staff member field appears; select it. This is required, and only staff assigned to that service can be selected.
6. Set the Start time. Past days cannot be chosen.
7. Add a note if needed; if the guest has a valid pass, select it under Apply a pass.
8. Decide whether to tick Notify the guest by email. It cannot be switched on without an email address.
9. Click Create appointment.

11

1. 11. Select guest

Things to watch for

• Without a phone number there is no SMS reminder for this booking. Without an email address there is no confirmation or reminder email either.
• Continue without profile or contact details: if you choose this, no guest profile is created and Bokko does not ask for contact details — even the name is optional. For a future appointment it warns you that no reminder or confirmation can be sent.
• Blocked guest: if the guest is blocked, Bokko warns you; only an owner or manager can go ahead with Create anyway, and the override is recorded in the audit log.
• Staff–service pairing: if the selected staff member is not assigned to the service, Bokko will not let you save.
• Availability conflict: if the time falls outside opening hours, on a blocked time, or the staff member’s external calendar shows them busy, Bokko warns you; Book anyway records it regardless.

Redeeming a pass at booking

If the guest has a valid pass, you can redeem a session against it under Apply a pass in the New appointment dialog. This part only appears for guests with a profile. See Redeeming a pass for details.

What happens after saving

After a successful save, the dialog closes with Done, appointment recorded!; you stay on the screen you started from. If you linked an existing guest, the booking stays connected to that guest profile and appears in their history.