Sometimes you need to create bookings directly rather than through the AI agent or online booking. This article explains how to create manual bookings.

When to Create Manual Bookings

Manual bookings are useful for:

  • Phone-in reservations handled by staff
  • Walk-in customers you want to track
  • VIP guests with special arrangements
  • Bookings transferred from other systems
  • Testing and training purposes

Accessing Manual Booking

To create a booking:

  1. Navigate to Bookings in the sidebar
  2. Click Add Booking or the + button
  3. Or click an empty time slot in the calendar
  4. The booking form opens

Required Information

For Restaurant Bookings

  • Date and time — When the reservation is for
  • Party size — Number of guests
  • Customer name — Guest's name
  • Customer phone — Contact number
  • Duration — How long to block the table

For Service Bookings

  • Date and time — Appointment time
  • Service — Which service they're booking
  • Customer name — Client's name
  • Customer phone — Contact number
  • Staff member — Who will provide the service

Optional Information

You can also add:

  • Customer email — For confirmations
  • Special requests — Dietary needs, preferences
  • Notes — Internal notes for staff
  • Zone preference — For restaurants

Creating the Booking

After entering details:

  1. Review the information
  2. Check availability is confirmed
  3. Click Create or Save
  4. Booking appears in the calendar
  5. Customer receives confirmation (if email provided)

Table/Staff Assignment

Automatic Assignment

The system can automatically:

  • Select the best table for party size
  • Choose available staff for the service
  • Optimize resource allocation

Manual Override

You can also:

  • Select a specific table
  • Choose a particular staff member
  • Override automatic selections

After Creating the Booking

Once created:

  • Booking appears on the calendar
  • Reference number is assigned
  • Customer receives confirmation email (if configured)
  • Team receives notification (if configured)

Best Practices

  1. Double-check details — Verify before saving
  2. Use customer phone — Required for identification
  3. Add notes — Capture special requests
  4. Confirm availability — System checks, but verify if needed