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DocsNaayya appBlogContact support
  1. Docs
  2. Appointments
  3. Book an appointment for a customer
Open app

Book an appointment for a customer

Book a service or resource for a customer, including group and members-only bookings.

  1. Go to Admin > All Bookings and select Appointments & resources if tabs are shown.
  2. Choose Book, or + on a phone. In Book appointment, choose the customer and service.
  3. Choose a provider or Any available, and a place or resource if required. Pick a date and time and add any notes.
  4. Review how the booking will be paid, then choose Book appointment or Book and take payment.

You need Book Appointments. Staff can book free time from now onward without the online minimum notice. Opening hours, the booking horizon and existing bookings still apply.

Book from Calendar#

In Admin > Calendar, click an empty time. In Resources, a court column fills in the court and, when Naayya can choose it, the service. This works only for courts customers can choose for an active service. In Staff, a column fills in that provider.

If more than one service allows the court, Naayya prefers the service that needs no provider. If it cannot pick one service, choose the service and court in the dialog.

Book a members-only service#

If a customer is refused, the dialog shows why. For example, they have reached their booking limit, their membership payment is due, or their membership does not cover that time.

To go ahead, enter a Reason for booking anyway and click Book anyway. Your name and reason are saved with the booking. Anyone with Book Appointments can do this.

Book with a membership that starts on first use#

If a first-use membership is the customer's only membership or pass that can book a members-only service at that time, booking starts the membership and charges the first payment to their saved card. That membership also pays for the booking when it covers the time. The Payment section does not list it before it starts. You do not need an override reason.

If the membership cannot start, nothing is booked. If it starts but the booking then fails, Naayya tells you that it started and the first payment was charged.

Book a group#

For a service that supports group bookings, choose the time and open People.

  1. Keep the selected customer in the group, or untick their name to book only for other people. They still pay for everyone.
  2. Choose Add person for each guest. First names are required, and two people cannot share an email address.
  3. Check the minimum and maximum shown in People. Book appointment is available once the group fits those limits and every guest has a first name.

The group shares one time slot. The customer pays the service price per person, and the group does not use what the customer holds.

To enable group booking, see Let one booking hold a group.

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