{"id":3987,"date":"2026-11-13T15:02:05","date_gmt":"2026-11-13T12:02:05","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/appointments\/taking-bookings\/"},"modified":"2026-11-13T15:03:58","modified_gmt":"2026-11-13T12:03:58","slug":"taking-bookings","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/appointments\/taking-bookings\/","title":{"rendered":"Taking Bookings"},"content":{"rendered":"\n

Bookings come in four ways: you book from the appointment’s calendar or the New Booking<\/strong> form, your customers book in the client portal, and anyone books through a link you share. Every booking is checked against the appointment’s hours and the other bookings, so a time can’t be booked twice.<\/p>\n\n\n\n

Booking from the Calendar<\/h2>\n\n\n\n
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  1. Go to Appointments<\/strong>, select Appointments<\/strong> and click the appointment’s name.<\/li>\n\n\n\n
  2. Click a free time on the calendar.<\/li>\n\n\n\n
  3. The Starting Time<\/strong>, Ending Time<\/strong> and Date<\/strong> are filled in. Enter the Name<\/strong>, Email<\/strong> and Phone<\/strong> of the person booking, and answer the questions, if any.<\/li>\n\n\n\n
  4. Click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    The message at the top of the page says who the booking is for and its status. If no customer has that email yet, Akaunting adds one for you.<\/p>\n\n\n\n

    Booking from the New Booking Form<\/h2>\n\n\n\n
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    1. Go to Appointments<\/strong>, select Bookings<\/strong> and click New Booking<\/strong>.<\/li>\n\n\n\n
    2. Select the Appointment<\/strong> and the Date<\/strong>.<\/li>\n\n\n\n
    3. Select the Starting Time<\/strong> from the free times of that day.<\/li>\n\n\n\n
    4. Enter the Name<\/strong>, Email<\/strong> and Phone<\/strong>, and answer the questions, if any.<\/li>\n\n\n\n
    5. Click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Note:<\/strong> You and your team can book any free time from now on. The minimum notice and the booking window of the appointment apply to your customers only.<\/p>\n\n\n\n

      Sharing a Booking Link<\/h2>\n\n\n\n
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      1. Open the appointment and click Share Link<\/strong> at the top right.<\/li>\n\n\n\n
      2. Click Copy Link<\/strong>, or Preview in new window<\/strong> to see the page your customers get.<\/li>\n\n\n\n
      3. Put the link on your website, in an email or on social media.<\/li>\n<\/ol>\n\n\n\n

        Anyone with the link can book the appointment without signing in: they see its calendar of free times, click one, fill in their name, email, phone and the answers, and click Save<\/strong>.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        Note:<\/strong> The link doesn’t expire. To stop it working, disable the appointment.<\/p>\n\n\n\n

        Booking in the Client Portal<\/h2>\n\n\n\n

        Customers who have a client portal login can book there:<\/p>\n\n\n\n

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        1. In the portal, they go to Appointments<\/strong>. The list shows each appointment’s length and price.<\/li>\n\n\n\n
        2. They click an appointment, then a free time on its calendar.<\/li>\n\n\n\n
        3. Their name, email and phone are filled in; they answer the questions, if any, and click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n

          Their bookings are listed under Bookings<\/strong> in the portal, where they can also cancel. See Managing Bookings<\/a>.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          What Your Customer Sees After Booking<\/h2>\n\n\n\n

          The message after Save<\/strong> tells the customer what happens next:<\/p>\n\n\n\n

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          • Your booking is confirmed:<\/strong> a free appointment without approval. The details are in their email.<\/li>\n\n\n\n
          • Your booking request is sent:<\/strong> the appointment needs your approval. They’ll hear from you by email.<\/li>\n\n\n\n
          • Your booking is reserved:<\/strong> a paid appointment. The invoice is in their email, and the booking is confirmed once it’s paid.<\/li>\n<\/ul>\n\n\n\n

            Your customers see only the free times that respect the appointment’s minimum notice and booking window.<\/p>\n\n\n\n