Create a booking

You can create a booking for a customer from the home screen. Every booking is filed against a customer record, so search for the person or create one as you go.

Watch how it is done

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Steps

1. On the home screen, select Create New Booking.
2. Check Booking Date, which opens on today.
3. Search for the customer, or select Create New Customer.
4. Under Select Services, pick the service from the list, or type part of its name.
5. Under Team Member, pick who does it, then set the start time.
6. Select Create.

Once the booking is made

You’ll see Booking created successfully, and the booking appears on that day’s calendar.

How do I book more than one service?

Select Add Service below the first service, or Add Service or Package if you sell packages. Picking a package adds all of its services. razza suggests a start time for each new service, right after the services above when it fits before closing, and keeps the same team member when they offer it. When only one team member offers a service, razza picks them for you. You can change any of these.

Booking a time that is already taken

razza asks first. When that team member already has a booking then, Double Booking appears; select Proceed Anyway and razza records both, side by side in their column. razza also asks you to confirm before two services in one booking run at the same time, or before booking a customer into a service they already have at that time, for example for a family member.

Recording a booking that already happened

Pick a past date or time and razza asks you to confirm it before recording it retroactively. The first day of last month is as far back as you can go.

If you cannot find the service

The list holds your whole menu, grouped by category. Type part of a name to find a service quickly. If the list says it is showing only one team member’s services, remove that service with the bin icon and add a new one to see the whole menu again. With more than one branch, the list holds the services of the branch selected at the top of the portal.

If razza refuses the time

The clock offers your branch’s opening hours, not one person’s. razza checks the team member’s own hours and leave when you save, and names the reason. Pick another time, or another team member.

razza strikes out under Booking Date the days from today onward that the branch is closed, whether a closed weekday or a temporary closure, and offers no times on them.