Create appointments
In this guide, you'll learn how to schedule appointments into your BeYou365 calendar. There are two ways to create an appointment:
Create an appointment for a specific time
- When using the Day view, click directly on a time slot in the calendar and select Add appointment from the pop-up to open a new appointment view.
- In the left panel of the appointment, click Add client to select an Existing client, create a New client, or leave the appointment as a Walk-in.
- Search for or select a service from the list on the right panel to add it to the appointment.
- To add more services to the appointment, click the Add service button.
- To customize service details, simply click on the service.
- Click the Save button at the bottom to schedule the appointment in your calendar.
The client will receive a confirmation message based on your notification settings. If appointment protection is enabled, they'll be required to make an upfront payment or add their card details to secure the booking.
To add notes, forms, or apply payment policies to an appointment, click Actions (three dots) at the bottom of the appointment view.
Find an available time when creating an appointment
- Click on the Add button in the calendar toolbar and select Appointment from the panel.
- In the left panel of the appointment view, click Add client to select an Existing client, create a New client, or leave the appointment as a Walk-in.
- Search for or select a service from the list on the right panel to add it to the appointment.
- To add more services to the appointment, click the Add service button.
- To customize service details, simply click on the service.
- If the client requests a specific team member, add or update this directly on the service.
- Select your preferred availability filters, then click Find a time to view available slots that match your criteria.
- Choose a time slot from the list, then click Save to confirm and schedule the appointment.