Booking an appointment

Use this guide to book a new client appointment in the Salon Manager diary. Booking appointments correctly helps keep your diary accurate, ensures the right team member is selected and keeps service details connected to the client record.

Quick answer

To book an appointment in Salon Manager, open the diary, choose the date, time and team member, search for the client, select the service, review the booking and click Make Booking.

Before you start

• Access to the Salon Manager diary
• The client name or contact details
• The service the client wants to book
• The preferred date, time and team member

Step-by-step instructions

1. Open the Salon Manager diary.
2. Go to the date you want to book.
3. Find the relevant team member column.
4. Select the correct appointment time. This opens the client search screen.
5. Search for the client.
6. Select the correct client and click Book.
7. Choose the service the client wants. If the client has visited before, you can choose from their top services.
8. To see the full service list, click Or view all services and locate the service you want to book.
9. Review the selected services on the right-hand side.
10. When you are happy with the details, click Make Booking.
11. Check that the booking now appears in the diary.

Tips

• Check the date, time, team member and service before confirming the booking.
• Use the client’s previous or top services where appropriate to make rebooking faster and reduce service-selection errors.
• If you need to collect a deposit during the booking process, use the deposit option before finishing the booking.

Troubleshooting

I cannot find the client

Check the spelling of the client name or search using another detail, such as their phone number or email address if available.

I cannot find the service

Use Or view all services to open the full service list. If the service still does not appear, check that the service is active and set up correctly.

I booked the wrong service or time

Open the appointment and use the edit, move or resize options to correct the booking.

FAQs

Can I book a returning client faster?

Yes. If the client has visited before, Salon Manager can show their top services during the booking process.

Can I change the booking after it has been made?

Yes. Use the Editing appointments guide to update booking details, or the Moving appointments guide to move it to another time.

Can I take a deposit while booking?

Yes. Use the Take deposits when making a booking guide if you need to collect a deposit before finishing the appointment.

Download this guide

You can also download the PDF version of this guide for offline reference.

Last reviewed: 16 June 2026.