Wix Bookings: Manually Scheduling an Appointment

4 min read

You can manually schedule appointments to your Booking Calendar at any time. This is useful for booking clients in for follow-up appointments, for example, right after a session.

Screenshot showing how to manually create an appointment for a client.

注釈

It is not possible to book appointments for two different customers using the same email address.
The steps below are for manually creating a single service appointment for your clients. You can now also create multiple service appointments for your clients following these steps.

To manually add an appointment:

Go to Booking Calendar in your site's dashboard.
Click Add, or select a time slot on the calendar.
Select Appointment.
Enter the client details.
Click to select the relevant service.
Enter the date, arrival time and location for the service.
(Optional) Click to select the Repeats checkbox if you want to create a recurring appointment:
1. 繰り返し]ドロップダウンから定期的な予定の頻度を選択します。
2. Select the number of times the appointments repeat from the For drop-down.
関連するオプションをクリックして、やりたいことを選択する：

書籍

予約＆支払い

Choose this option if you want to take payment immediately or if you want to send an invoice right away.

To collect payment:

Choose the relevant option from the Collect Payment drop-down on the Orders page:

Charge with pay link: Choose this option to create a payment link you can send to your client. Then fill out the details:
1. Link name: Enter a name for your pay link.
2. Price: Enter the amount of money your pay link will charge your customer.
3. Description: Enter a description for your pay link. This should clearly summarize the reason for payment.
4. 設定を開く： クリックして設定パネルを展開します。そして、やりたいことを選択します：
  1. 有効期限を設定する： This defines how long the pay link remains active for.
    1. Click to enable the Set an expiration date toggle.
    2. クリックすると有効期限が設定されます。
  2. 支払い回数を制限する： Set how many payments you want to receive through this payment link.
    1. Click to enable the Limit the number of payments toggle.
    2. 該当する支払回数を入力してください。
5. リンクの作成」をクリックします。
Charge card manually: クライアントがクレジットカードへの手動チャージを希望する場合は、このオプションを選択します。
1. 郵便番号を含む顧客のクレジットカード情報を入力します。
2. (Optional) Click to select the charge custom amount checkbox. This is useful if your client wants to make partial payments.
  1. Enter the amount you want to charge.
    Note: The remaining balance appears next to Amount due.
3. (Optional) Click to select the Save this card to the customer's file checkbox.
  Important: Make sure you get your client's consent before saving their credit card details.
4. チャージをクリックする。
Charge with invoice: Choose this option to send your client an invoice for the order.
1. Click Create Invoice.
2. 次に何をしたいかを選ぶ：
  - Print: Print out the invoice if your client requires a physical copy.
  - シェアリンク メール、ソーシャルメディア、メッセンジャーアプリで送信できる共有可能なリンクを作成する。
    1. Click to create a link to the invoice.
    2. Click Copy Link.
    3. Click Done.
      Note: when you create the link to the invoice, it automatically marks the invoice as Sent.
  - Eメールで送信 クライアントに請求書をメールで送る。
    1. Click to edit the subject line.
    2. Click to edit the message you send in the email.
    3. Click Send.
Mark as paid: Choose this option to mark the order as paid.
1. Click Mark as Paid to confirm.
  Note: You cannot undo this action.
2. (オプション Mark a custom amount as paid checkbox to allow for partial payments.
  1. Enter the partial payment in the field.
  2. Click Mark [amount] as paid.
    Note: You cannot undo this action.

ヒント

以下の場合、通知が表示される：
- 勤務時間外に予約を入れている。
- このサービスにスタッフを配置していない。
- その時間には別の予約が入っている。

You can still go ahead with the booking; this is just to help prevent double bookings. If you’re booking a recurring session, any conflicts appear on the schedule summary page.
A screenshot showing a scheduling conflict when creating an appointment for a client.

A screenshot showing a scheduling conflict when creating an appointment for a client.

To schedule a similar session for the same client, select the relevant appointment on the calendar, then click Book Again. Fill in the appointment details to finalize the new booking.

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To manually add an appointment:

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