Booking a reservation
Enter an appointment by hand, check the slot is free before you commit, and book straight from a conversation.
The agent books on its own, but plenty of appointments still arrive by phone or over the counter. New allocation is where those go.
The manual form
The form opens on a short brief: Reserve a resource on behalf of a customer. The system will check availability before creating it.
You start by picking the Resource type from a grid of your active types. Only active types appear, which is the point of the Active toggle on each one.
Then you fill in:
| Field | Notes |
|---|---|
| When | Start and End, each a date and a time. The type's default duration sets the end for you. |
| Quantity | How many seats or units this reservation takes. |
| Party size | Optional. How many people are coming, when that differs from the quantity. |
| Customer name | Required. |
| Phone | Required — it is how the reservation is matched to a contact. |
| Optional. |
Book from a conversation
You do not have to leave the discussion. In a conversation, the third button in the top-right icon rail opens the Services panel: it lists that customer's reservations and lets you create one with their details already filled in.
When the contact has never booked, the panel reads No reservations yet — Create a reservation for this contact, and New reservation opens the same form with the name and phone already carried over.
FAQ and troubleshooting
Create allocation is greyed out
Run Check availability first. The button stays inactive until the slot has been tested.
The service I want is not in the list
The grid only offers Active resource types. Turn the type back on in Resources, or create it.
Availability says the slot is full
The type's Capacity per slot is already taken for that window. Pick another slot, raise the capacity, or turn on Allow overbooking on the type — which accepts the booking and flags it as a conflict.
What is the difference between quantity and party size?
Quantity is how many units the reservation consumes against capacity. Party size is how many people turn up, which you may want recorded even when it does not change the capacity taken.
What's next?
Reservations the agent takes on its own depend on what it knows about your services.