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Video Guide
➕ Schedule

Adding New Appointment

Step-by-step guide to creating an appointment for a client - from selecting a service to sending a notification

How to create a new appointment?

Creating an appointment in ZmanUp is a simple and intuitive process. In just a few steps, you can book time for a client, select the needed service, and send a notification.

How to open the appointment creation form:

  • Click the '+' button in the calendar on the desired date and time
  • Click 'Add Appointment' in the main calendar menu
  • Use quick creation through the client card
1

Select Client

Choose an existing client or create a new one

The first step is selecting the client for whom the appointment is being created. The system offers several options:

Client selection options:

  • Select from list: choose a client from your database
  • Create new client: add a new client directly during appointment creation
  • Quick search: start typing name or phone number for instant search
💡 Tip: When creating a new client, you can save their contacts, preferences, and visit history for future appointments.
Select Client
2

Select Service

Specify which service will be provided to the client

Choose a service from your price list. Each service contains important information:

Service information:

  • Duration - automatically determines appointment time
  • Cost - service price from the price list
  • Description - procedure details (if added)
ℹ️ If the needed service isn't in the list, you can add it in the 'Services' section and it will immediately appear in the selection.
Select Service
3

Select Date & Time

Determine when the meeting will take place

Choose a convenient date and time for the appointment. The system shows only available slots:

Time selection features:

  • Available slots: only free time periods are shown
  • Duration adjustment: you can change the procedure duration
  • Break after appointment: add time to prepare for the next client
💡 The system automatically accounts for your working hours and already booked slots, showing only available time.
Select Date & Time
4

Appointment Details

Add additional information

At this stage, you can specify additional appointment parameters:

Additional fields:

Discount

apply personal discount for client (percentage or fixed amount)

Notes

add important details: allergies, preferences, special requests

Appointment Details
5

Payment Method

Choose how the client will pay for the service

Specify the preferred payment method. This will help you track finances:

Available payment methods:

Cash

Cash payment after service provision

Card

Bank card payment

Bit

Mobile payments through Bit app

PayBox

Online payments through Paybox platform

ℹ️ Payment method can be changed later in appointment details. You can also send a payment link to the client.
Payment Method
6

Send Notification

Inform the client about the appointment

After creating the appointment, the system will offer to send a notification to the client. Choose a convenient method:

Sending methods:

  • WhatsApp: instant message with appointment details
  • SMS: text message to client's phone number
  • Don't send: skip notification sending

Message language selection

You can choose the language in which the notification will be sent:

  • 🇷🇺 Russian - for Russian-speaking clients
  • 🇬🇧 English - for English-speaking clients
  • 🇮🇱 Hebrew - for Hebrew-speaking clients
✅ After sending the notification, the client will receive all appointment information and can confirm or cancel it through a special link!
Send Notification

Useful Tips

Quick Creation

For regular clients, use the 'Repeat Appointment' function - the system will automatically fill all fields based on the previous visit.

Appointment Series

If a client needs a course of procedures, create the first appointment, then use 'Repeat' to create a series of meetings with the needed frequency.

Important Notes

Use the notes field to save important information: allergies, preferences, skin features. This will help provide better service.

What's next?

After creating an appointment, you can view its details, send a reminder to the client, add prepayment, or change any parameters. All appointments are displayed in your calendar and available for editing at any time.