How do I set up an appointment for a client from the dashboard?
Hey Boss 👋
Need to book an appointment on behalf of your client? No problem—you can easily do this directly from your dashboard without sending them the booking link. This is perfect if you’re managing bookings for clients or helping them secure a time slot yourself, or a time slot that's usually outside of your usual schedule.
Here’s how to do it:
- From your dashboard and click Create Booking, then you’ll see a list of your appointments/services.

- Select the one you’d like to book for your client, then click Proceed.
- You’ll be taken to the booking page where you can select an available slot.
- Enter your client’s details by filling in their information, confirm the booking, and you’re all set!
That’s it! your client is now booked in 🎉
Hope that helps!
Not a Boss yet? 🤔
If you haven’t already joined us, go ahead and sign up for a free 14-day free trial here. No credit card required - just love and support from us ❤️
Updated on: 27/03/2026
Thank you!
