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.
Changing 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 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 current staff member's name to open up a full staff list and assign a new staff member to the appointment.
Tap the current time, then scroll to set a new one.
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.
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.
✨ Want to know which services are bringing in the most business? You'll find your top performers, and get other useful insights, in your Services Report. Head to Manage → Services to find it.
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.