Scheduling a Single Appointment

In this article, we will walk you through how to book a single appointment.

Things to know:

When scheduling a service for a client with a previous appointment, the appointment details are automatically prefilled with information from their past bookings. However, there is a hidden setting that can disable this automatic prefilling, and it can only be adjusted by the MyTime team. To enable or disable this setting, please contact support at support@mytime.com.

To schedule a single appointment:

1. Navigate to the Schedule
2. Filter by location
3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule  
4. When the appointment modal opens:
   • You can search for an existing client using the search field or add a new client using the icon on the right-hand side.
   • If client “Quick-Add” is enabled then clicking the client icon will populate the option to add the client’s basic information such as name, phone number, and email.
   • If the “Quick-Add” option is disabled, then clicking the icon will redirect you to the Clients tab and open the Add a Client page. After you save the client, you must click on the Schedule and create a new appointment. The client can then be found in the client search.
   • Once the client is added to the appointment modal, you can proceed to select the staff, service, and time. 
5. Once you have entered the required fields, select Save.