Create appointments

In this guide, you'll learn how to book appointments into your Zobliss calendar. There are two ways to create an appointment:

Book a specific time slot

  1. 1

    From the main menu on the left of your screen, go to Calendar.

  2. 2

    In the Day view, click an empty time slot in the column of the team member you want to book. The New appointment panel opens with that time and team member already filled in.

  3. 3

    In the left panel, click Add client to search for an existing client, choose Add new a client, or pick Walk-In if the client doesn't want to leave their details.

  4. 4

    Under Select a service, pick a service from the list. Use the category tabs or Search service to find it quickly.

    • Change the start time, team member or price directly on the service card.
    • Click the pencil icon to change the duration of this booking only.
    • Click Add service to book more services in the same appointment.
    • Click Add another team member when a service needs more than one person.
  5. 5

    Click Continue. Check the date and start time, add Client Notes if needed, and tick Notify client via email or text to send a booking confirmation.

  6. 6

    Click Save to add the appointment to your calendar.

Walk-in appointments have no client attached, so there is nobody to notify and the Notify client option isn't shown.

Book from the Book appointment button

Use this when you want to pick the date and time yourself, for example while you're on the phone with a client.

  1. 1

    Click the + (Book appointment) button at the top of the main menu. It's available from any page in Zobliss.

  2. 2

    Click Add client to choose a client, or leave it empty for a walk-in.

  3. 3

    Select a service. If the client asked for a specific team member, choose them on the service card.

  4. 4

    Click Continue, then choose a date under Pick a start date and a Start time.

  5. 5

    Click Save to book the appointment.

FAQs