Bookings
Can I add a booking myself?
There's no dashboard button for this yet; here's how to put a phone or walk-in booking on your calendar.
The dashboard doesn't have an "add booking" button yet. To get a booking you took by phone or in person onto your calendar, book it through your own booking page.
Steps
- Open your site (View my site ↗ in the dashboard menu) and click a Book button.
- Choose the service, options and time as the client would.
- Under Your details, enter the client's name, mobile number and email.
- Leave the text and email offer boxes unticked. Only the client may agree to those.
- Click Confirm booking.
- Go to Bookings and click Accept if it's waiting for your OK.
Good to know
- The client gets the usual confirmation email (if you entered their email), with the link to change or cancel.
- A booking made this way counts as an online booking, including toward any monthly booking limit on your plan.
- If you have a phone number with Sotera, callers can book themselves through the phone assistant.
- To keep a time free without a booking, use Hours → Time off.
Still stuck? Open your dashboard and press Help: it can look at your account, and reach the Sotera team for you.