Create and manage bookings
Open in Soap NotesScheduling › Bookings
Most bookings arrive on their own once your booking page is live, but you will always need to add some yourself, for the client who phones or the session you agreed in the room. Booking one manually is also the fastest way to see the whole flow end to end before real clients meet it.
How to do it
- 1
Open Scheduling, then Bookings
The list view shows what is coming up. There is a calendar view alongside it if you would rather see the shape of your week.
- 2
Create a booking
Pick the client, the service and the time. The service sets the length, so you are choosing a start rather than a range.
- 3
Open the booking to write its note
Each booking has a session note attached to it, which is where the clinical record for that appointment lives.
Questions
- What happens when a client reschedules?
- Reminder and confirmation emails carry self-service links, so a client can move or cancel their own appointment without emailing you. The change appears in your calendar and, if it is connected, in your Google Calendar.
Related guides
Last reviewed 2026-09-04.