ServEaseDocumentation

Create and edit bookings

Add walk-in or phone bookings from admin and update existing appointments.

Admins can manage bookings outside the customer portal. For the main Bookings overview (summary cards, tabs, filters, and calendar), see Bookings page.

Create a booking

  1. Open Calendar or Bookings → Add booking.
  2. Select customer (or create quick customer).
  3. Choose service, receiver, team/employee, time.
  4. Apply payment term — charge now or mark pay later.
  5. Save — notifications send per templates.

Edit a booking

  • Change time (drag on calendar or edit form)
  • Change assigned employee if policy allows
  • Update internal notes

Payment actions

From booking detail:

Series bookings

Recurring series have extra rules — see Booking series and recurring.

Group class detail

The group overview modal — occupancy, slots, receivers, and payments for a service + team line.

Calendar views

Use day and list views to manage team calendars and booking workload.

On this page

Create a bookingEdit a bookingPayment actionsSeries bookingsRelated