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How to Create an Appointment for a Walk-In Client

Walk-in clients? No problem. You can quickly create an appointment directly from your Dashboard Calendar in just a few clicks.

Updated over a week ago

1. Open Your Dashboard Calendar

Go to your Dashboard and make sure you're in Calendar view.

Navigate to the correct date.


2. Click on the Time Slot

Hover over the desired time (for example, 12:00 PM on March 12).

Click directly on the time slot where you'd like to book the appointment.

๐Ÿ’ก The available times are automatically based on your configured work hours.
If a time isn't clickable, itโ€™s outside your availability.


3. Select the Start Time

In the Add Appointment modal:

  • Confirm or adjust the Start Time

  • Time options are based on your business hours and availability settings


4. Choose a Service (Required)

Select the appropriate service from the dropdown.

The service determines:

  • Duration

  • Price

  • Scheduling block on the calendar

Note - A service must be selected to create the appointment.


5. Select a Client (Required)

Choose an existing client from the list.

If the client is new:

  • Create them first from the Clients section

  • Then return to complete the appointment

Note - A client must be selected before saving the appointment.


6. Save the Appointment

Once all required fields are completed:

  • Click to confirm the booking

  • The appointment will now appear on your calendar

Your walk-in is officially scheduled.

When to Use This

Create an appointment manually when:

  • A client walks in without booking

  • A client calls to schedule

  • You need to block time manually

  • You are adding an appointment on behalf of a client

Keeping all walk-ins inside the calendar ensures clean reporting and accurate revenue tracking.

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