Create a reservation for a client

You can book a client into any class or appointment directly from your dashboard — useful when a client calls in, for booking a walk-in, or adding someone to a class after the booking window closes.

From the class check-in screen

The fastest way to add a client to a specific class:

1. Go to Scheduling → Full Schedule and click into the class
2. Click New client
3. Search for the client's name
4. Select their payment method
5. Confirm

See add a client to a class for the full walk-through, including adding new clients and handling payment.

From the appointments calendar

For appointments, drag and drop into a time slot on the calendar:

1. Go to Scheduling → Appointments
2. Click the time slot
3. Select the client, service, and payment method
4. Book

From a client's profile

1. Open the client's profile
2. Click the + (Create) button at the top of the profile and select Reservation
3. Select the class or appointment
4. Choose payment method and confirm

Payment options when booking

When adding a client manually, you can choose their payment method:

• Existing package or membership — uses their credits
• New purchase — opens point of sale to collect payment
• Free / unpaid — adds them without collecting payment (useful for comps or trials)