Create an appointment

You create appointments in the Agenda. There are two routes: click a free spot in the calendar and then fill in the client and service, or pick the client and service first and let Saloon find a time that fits. Both routes end in the same window, so what you see afterwards is the same.

Create an appointment from an empty slot

1. Go to Agenda in the menu and browse to the right day.
2. In the team member's column, click the time the appointment starts. On a computer a small menu appears: choose Add appointment. On a phone the new appointment opens straight away.
3. Click Add customer on the left. Find the client in Search a customer, or choose Add new customer. For someone who walks in without details, choose Walk-in or leave the client empty.
4. Choose the treatment in Select a service. If the client wants more, click Add service and pick the next one. Services follow one another.
5. To change a service's team member, start time, duration or price, click the service. In Edit service change Team member, Service price, Time slot and Duration, then click Apply.
6. Leave Send the client a confirmation on if the client should get a confirmation email, and click Save.

Create an appointment from Add

1. In the Agenda, click Add at the top right and choose Appointment.
2. Pick the client and the service as above. The top still says Pick a time.
3. Click Continue. Pick a time shows the times the chosen services fit into.
4. If nothing is free that day, choose Next available date, Check all team members or, once you have picked a client, Join the waitlist.
5. Pick a time and click Save.

On a phone, tap + in the bar at the bottom and choose Appointment. Then tap the time in the calendar where the appointment starts.

Warnings

• Double booking: the team member already has something at that time, such as another appointment, time off, blocked time or a closed day. You decide whether to save anyway. Online, a client can never book over such a time.
• Resource taken: a room or device the service needs is already in use. Book anyway saves the appointment regardless.
• This customer is blocked: shows as soon as you pick a blocked client. Such a client cannot book online; Book anyway puts the client in the appointment regardless.
• Patch test needed: shows with the client when a service asks for a patch test and the client has no valid one. This is a warning, not a block.

Who can create appointments

You need the permission Can create appointments. You set it under Settings › Team members › Permission roles. Without it you only see Add if you may add blocked time or check out.

Frequently asked questions