Salon Manager Appointments and Diary guide

How to Book Appointments

Create a client appointment with the correct date, time, team member and service, keeping the diary accurate and connected to the client record.

Video walkthrough: booking a new client appointment in the Salon Manager diary.

Quick answer

Choose the date, time, team member, client and service

Open the diary, choose the date, time and team member, search for the client, select the service, review the details, then select Make Booking.

Before you start

Have these details ready

Access to the Salon Manager diary
The client name or contact details
The service the client wants to book
The preferred date, time and team member

Step-by-step instructions

How to book a client appointment

Follow these steps to create a complete and accurate booking in the diary.

1Open the diaryOpen the Salon Manager diary.
2Choose the dateGo to the date you want to book.
3Choose the team memberFind the relevant team member column.
4Select the appointment timeChoose the correct time to open the client search screen.
5Search for the clientFind the client using their name or available contact details.
6Select the clientChoose the correct client and select Book.
7Choose the serviceSelect the service the client wants. Returning clients may have top services available.
8Open the full service listSelect Or view all services when the required service is not shown.
9Review the bookingCheck the selected services on the right-hand side.
10Make the bookingWhen the details are correct, select Make Booking.
11Check the diaryConfirm that the new appointment appears correctly.

Useful tips

Review the booking before confirming it

Check the date, time, team member and service before making the booking.
Use the client’s previous or top services where appropriate to speed up rebooking and reduce selection errors.
Use the deposit option before finishing when a deposit needs to be collected during booking.

Troubleshooting

Common issues and what to check

I cannot find the client

Check the spelling of the client name or search using another detail, such as their phone number or email address when available.

I cannot find the service

Use Or view all services to open the full list. If the service still does not appear, check that it is active and configured correctly.

I booked the wrong service or time

Open the appointment and use the edit, move or resize options to correct the booking.

Frequently asked questions

Appointment booking questions

Can I book a returning client faster?

Yes. Salon Manager can show a returning client’s top services during the booking process.

Can I change the booking after it has been made?

Yes. Use the editing or moving appointment options to update the booking details.

Can I take a deposit while booking?

Yes. Use the deposit option before completing the appointment when a payment is required.

Offline reference

Download this guide as a PDF

Keep a printable copy for diary users or use it during staff training.

Download PDF Guide

Last reviewed: 16 June 2026.

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