Quick booking form

Updated on Friday 22 May 2026

Every option in the quick form that opens when you tap/drag a calendar slot.

The quick form is the popup that opens when you create a booking or a blocked time directly from the calendar (not from the customer’s public link). It’s the main tool for handling walk-ins, calls, and WhatsApp bookings.

How to open it

Action	Result
Tap an empty slot	Opens the form with the slot’s start time pre-filled. Default duration of the chosen service.
Drag a range of slots	Opens the form with the start time + the duration of the dragged range.
”+ New booking” button (top right of the calendar)	Opens the form with nothing pre-filled.
Double-click an empty slot (computer)	Same as tapping.

Type selector

At the top of the form there’s a toggle:

Option	When to use it
Create booking	A normal appointment with a customer.
Block time	To mark that you don’t take appointments during that time (lunch, doctor, training).

This guide covers Create booking. For blocked times, see Block times.

Booking fields

Service

Selector with all the business’s active services.
If you filtered by category on the calendar, the selector starts filtered by that category.
When you choose one, the service duration auto-fills as the booking duration.
If the service has a per-professional override, the duration changes when you choose a professional.

Multi-service: tap ”+ Add another service” to book several in the same appointment (e.g., haircut + coloring). The durations add up.

Professional

Selector with the active professionals who handle the chosen service.
If the calendar is filtered by a specific professional, it’s preselected.
If there’s only one available professional, it’s also preselected.

Date and time

Date: the day of the slot you tapped. Editable.
Time: the slot’s time. Editable.
Duration (min): auto-filled from the service. Manually editable for special cases.

Customer

A search box with 3 options:

Option	When to use it
Search an existing customer	Type a name, email, or phone. Suggestions from your history appear. You pick one.
New customer	Tap “New customer” → fill in name + email + phone. It’s saved to your database.
No customer	For “time reserved for me” or internal uses. Appears as “No customer” on the calendar.

Fields when creating a new customer:

Field	Required
First name	Yes
Last name	No
Phone	Recommended (for WhatsApp)
Email	Recommended (for confirmation)
Internal notes	No

Notes

A textarea for notes only the team sees (not the customer). Useful for:

“Customer allergic to salicylic acid”
“Brings her child, leave 15 min extra”
“VIP customer, serve personally”
“First visit — ask how they first reached out”

State on creation

When you create	Initial state
Manual booking from the calendar	`confirmed` (you are the admin, no auto-confirmation needed)
Walk-in	`confirmed`
By phone	`confirmed`

Internally created bookings don’t go through deposit mode — you charge however you like (cash, transfer, later). Deposit mode applies only to the public link.

Notifications

A “Notify the customer by email” checkbox (default: on if you entered an email).

If on: a confirmation email is sent to the customer.
If you have WhatsApp configured and the customer has a number: WhatsApp goes out too.

Useful to turn off when:

You’re creating a walk-in where the customer is already physically present.
You’re creating a booking as an internal “placeholder” and don’t want to bother the customer.

Payments (if deposit mode is enabled)

An expandable section. It lets you record payments at the moment of creation:

Field	Description
Apply discount code	You enter a code and the discounted price is shown.
Deposit received	The amount the customer already paid (cash, transfer, etc.).
Deposit payment method	Cash / Transfer / POS / Other.
Balance to collect	Calculated automatically: price - deposit.

Validations

Validation	Error message
No service chosen	“Choose a service.”
No professional chosen	“Choose a professional.”
Time outside the professional’s working hours	“This time is outside the professional’s hours.”
Slot already occupied	“There is already a booking at this time for this professional.”
Customer with no phone or email	Warning (not an error): “No customer contact; they won’t be able to receive notifications.”

Actions

Button	Action
Create	Persists the booking. Closes the form. Appears on the calendar right away.
Cancel	Closes the form without saving.
Create and add another	Persists this one and opens a new form for the next. Useful for entering several bookings in a row (e.g., a family coming together).

Shortcuts

Key	Action
`Tab`	Move to the next field
`Enter` (in text fields)	Creates the booking
`Esc`	Closes the form

Block mode (differences)

If you choose Block time instead of Create booking:

Field	Behavior
Service	Doesn’t apply (hidden)
Customer	Doesn’t apply (hidden)
Professional	“Whole business” or a specific one (the blocked time affects only that professional)
Reason	Free text (e.g., “Lunch”, “Training”, “Vacation”)
Repeat	Once / Weekly / Custom

Permissions

Role	Access to the quick form
Owner	Bookings and blocked times with no restrictions.
Admin	Bookings and blocked times with no restrictions.
Member	Only blocked times for themselves. Can’t create bookings.

Common errors

Symptom	Cause	Solution
The form doesn’t open when I tap	You’re in “view” mode (not editor) or lack permissions	Check your role
The service doesn’t appear in the selector	Inactive or no professional available	Activate the service and check the assigned professionals
The customer doesn’t appear in the search	They’re in another business or weren’t saved	Create a new one
The duration doesn’t auto-fill	The service has no base duration + the professional’s override is empty	Enter a duration manually