You can create a new appointment directly from a customer’s profile in Appointy.
This is useful when you are already viewing a customer’s details and want to book an appointment for them without going back to the main calendar.
When should I add an appointment from a customer’s profile?
This option is useful when:
- A customer calls to book an appointment
- You are reviewing an existing customer’s profile
- You want to create a new booking for a returning customer
- You need to schedule an appointment while viewing the customer’s previous activity
Because the booking is created from the customer’s profile, you can quickly continue working with the same customer record.
How to add an appointment from the customer details section
Quick navigation
Customers → Select Customer → Appointments → + Appointment → Enter Appointment Details → Book
Steps to add an appointment
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Select the customer for whom you want to create an appointment.
- Open the Appointments tab in the customer details window.
- Click + Appointment on the right side of the window.
- Enter the required appointment details in the New Appointment window.
Click Book to create the appointment.
What happens after I create the appointment?
Once the appointment is booked, it is associated with that customer and added to your Appointy schedule.
You can then manage the appointment from the customer’s Appointments tab or from the main Appointy calendar.
What is the difference between booking from the customer profile and the calendar?
Both methods create an appointment, but they start from different contexts.
When booking from the customer profile, you begin with a specific customer already selected.
When booking from the calendar, you begin by selecting a date and time slot and then enter the appointment details.
The customer-profile method can be faster when you are already working with a particular customer.
Frequently Asked Questions
Can I book an appointment directly from a customer’s profile?
Yes. Open the customer profile, go to Appointments, click + Appointment, enter the booking details, and click Book.
Do I need to open the main calendar to create the appointment?
No. You can create the appointment directly from the customer details section.
Will the appointment also appear in the main calendar?
Yes. Once booked, the appointment is added to your regular Appointy schedule.
Can I create another appointment for an existing customer?
Yes. Open the customer’s profile and use the + Appointment option under the Appointments tab.
Is this useful for phone or repeat bookings?
Yes. It is especially useful when a returning customer contacts you and you already have their profile open.