ℹ️ Bookings forms part of Appointments, one of five Selling Modes designed to tailor your point of sale setup to the way your business works. Click here for more on Selling Modes and how they're connected to the Yoco Plans.
With Bookings, you can add bookings to your calendar, keep track of upcoming appointments, and get a clear view of your schedule so you can focus on delivering great service. Whether you run a salon, spa, or any other appointment-based business, Bookings makes it easier to stay on top of your day and run your business more efficiently.
Creating a new booking
✨ You can add customers to bookings in two ways:
From your customer database
Your customer database is set up in the Yoco App (mobile or web). Click here for step-by-step guide to creating one.
By adding their details directly to a booking
When you add new customer details to a booking, they are automatically saved to your customer database for future use.
Tap the Book tab on your Counter or in the Yoco POS App.
When the Calendar opens up, you'll see columns allocated to each staff member.
Start by selecting the date of the booking by scrolling through the date tab at the top of the screen.
Next, tap the correct time slot under the relevant staff member's column.
Tap the Add customer button on the New booking pop-up screen.
If you've already added the customer to your database in the Yoco App (mobile or web), you can use the search bar to find their name on the list. If the customer is new and doesn't exist in your customer database, select the + Add button in the top right corner to add their details to the booking.
If you're adding a new customer, enter their details on the Add customer screen.
💡 Good to know: You must add either an email address or phone number (or both) to create a new customer. You can also add extra details like their physical address, company name and VAT number to build a more complete customer profile.
Tap the Add button to automatically save the customer you've created to your customer database.
Once you've selected an existing customer or entered details for a new customer, tap the Select button to add the new customer to the booking.
You'll now return to the New booking screen. Select the + Service button in the top right corner or +Add service button in the centre of the screen to add a service to the booking.
Select the treatment your customer is booking. You can tap on the icon or use your search bar.
💡 Good to know: Services must be set up in the Yoco App (mobile or web). Click here to find out how.
Select the Save button to add the completed booking to your calendar.
Your booking will now reflect on your calendar.
Editing an existing booking
Need to reschedule a booking or assign it to someone else? You can update the date, time, service and staff member in just a few taps.
Tap the Book tab on your Counter or in the Yoco POS App.
Tap on the booking you want to edit.
The Edit booking screen will open up. To change the booking date, tap the arrow next to the current date and choose a new date on the calendar.
💡 Good to know: You can change the time slot for the appointment by tapping the time just below the date on this screen.
To change the service, staff member, or booking time, tap the tile displaying the service and staff member's name. When the Edit service screen opens up, you can tap any of the tiles to change the details.
Tap the Apply button when you're done to save your changes.
Your booking will update in the calendar with the changes you've made.
Accepting payment for a booking
Appointment over? Here's how to turn the booking into a sale, add any products the customer wants to buy, and take payment.
✨ What about walk-ins? We've got you covered. Click here to find out how you can complete a sale in Appointments mode (and allocate it to a customer and staff member) when there's no booking.
Tap the Book tab on your Counter/Yoco POS App.
When the Calendar opens up, tap the customer's booking.
When the Edit booking screen opens up, tap the Checkout button.
The service that was booked will automatically show up on the order.
You can now add any other products your customer may have chosen to purchase to the order.
When the order is complete, select the Card button if your customer is paying by card or the Payment options button if your customer is paying with cash or another non-card payment method.
Complete the sale as normal, then select the Send receipt button to send your customer a receipt via email or SMS. Or select the Print receipt button to print out a receipt.
✨ Reporting that helps you grow
See what's selling, and who's selling it, with these two Yoco Reports:
Services report: Discover which services are bringing in the most business. Head to Manage → Services.
Staff report: Track sales by staff member, including payment type and products/services sold, then use the information to calculate commission, if applicable.
Completing a walk-in sale
No appointment? No problem. You can ring up services and products straight from the Sell screen for your walk-in clients. Assign each item to a staff member and (if you're on the Plus Plan) add a new customer or link an existing customer profile, so your records stay complete. Here's how.
👩 Haven't set up a customer database yet? Click here to find out how you can create one to use with your bookings, walk-ins, and Yoco Invoices.
Tap the Sell tab on your Counter or in the Yoco POS App.
Add the required service and/or tap the Products button in the bottom left corner of your screen to add products to the sale.
Tap the +Customer button above the products you've just added to add a customer to the sale, so you can track their sales history.
When the Select customer screen pops up, you can select an existing customer from your customer database, or tap the + Add button to add new customer details directly to the sale.
💡 Good to know: When you add new customer details to a walk-in or a booking, they are automatically saved to your customer database for future use.
Once you've added a customer, tap the Select button to add them to the sale.
Tap the arrow next to the service you've added to your sale and select the Assign to staff button from the list.
Select the staff member who's managing the sale from the list.
The staff member's name will appear below the service on the New sale screen.
When you're ready to accept payment, tap the Card button if your customer is paying by card or the Payment options button if your customer is paying with cash or another non-card payment method.
Complete the sale as normal, then select the Send receipt button to send your customer a receipt via email or SMS. Or select the Print receipt button to print out a receipt.
Deleting a booking
Tap the Book tab on your Counter or in the Yoco POS App.
When the Calendar opens up, tap on the booking you want to change.
When the Edit booking screen opens up, select the red trash can icon in the top right corner.
Tap the Delete button to confirm that you want to remove the booking from your calendar – please note that this action can't be undone.
Viewing closed bookings
Need to look up a past appointment? You can view all completed and closed bookings in the Orders tab.
Tap the Orders tab in the navigation bar and toggle on the Closed tab at the top of your screen.
Tap on the booking you need, then toggle through the Details, History, and Payments tab to find all the detail and a full audit trail for the booking.
✨ Click here to find out more about Order Management and how it can help you stay on top of orders from open to paid.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.