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Booking an appointment for a member

Published 15 October 2026, Updated 15 October 2026

  1. Click an Available cell. If several types are possible at that time, you choose the type in the window.
  2. In Schedule an appointment, start typing the member’s name in Name and select them from the suggestions. Their email and phone numbers fill in.
  3. Check the Appointment type, Date, Start, End and Duration.
  4. Handle payment (see the payment choices below).
  5. Click Schedule (Pay and Schedule when a card payment is required). The member receives the confirmation email.

If you leave the member empty or type a name that is not in the list you are asked to select a member from the list.

Payment choices for managers

When the type has a price, the window shows Payment or an existing invoice number is mandatory before scheduling and offers two ways to satisfy it:

OptionWhen to use
Order details + Payment card detailsThe member pays now by credit card. Enter the cardholder name and card details. A confirmation and a receipt email are sent.
Or Existing invoice (Invoice number)The member already paid or will be invoiced. Enter the invoice number to schedule without charging a card.

When an invoice number is used it is shown in the appointment details afterwards.

The booking window with the member name search open and suggestions
The booking window with the member name search open and suggestions
The
The “Payment or an existing invoice number is mandatory before scheduling” notice
The Order details box with fictional items and totals
The Order details box with fictional items and totals
Payment card details with fictional values
Payment card details with fictional values
The
The “Or Existing invoice” box with a fictional invoice number
The success message after scheduling
The success message after scheduling
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