Articles on: Calendar and appointments
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How to add an appointment (desktop)

In this article, you will learn how to add an appointment from the calendar using the partner Zoyya web application on your computer. After saving, the appointment is displayed in the calendar and linked to the selected employee or resource.


PLATFORM_SWITCH: Desktop · Mobile


When to use this option?


  • The client makes an appointment at the location.
  • You are manually entering an appointment that did not come through online ordering.
  • You want to select an exact date, time, employee or resource.
  • You want to add a client, service, note or message to the client on the appointment.


Before you start


  • To save an appointment, you need to select an employee or a resource.
  • You add a client to an appointment when the appointment should be associated with the client.
  • You add the service to the appointment when the appointment should contain the service.
  • If you are sending an SMS notification, the location should have an available SMS balance.


Work steps


  1. Open "Calendar".
  2. Select an appointment date.
  3. Click on an empty space in the calendar or click on the "+" button.
  4. Check "Start time" and "Duration".
  5. Select an employee or resource.
  6. In the client field, select an existing client or add a new client.
  7. In the "Services" section, add the service to the appointment.
  8. If necessary, type "Comment". Note is visible only to employees.
  9. If you are informing the client, mark sending an email or SMS.
  10. If you are sending an email, type "A message to the client" if necessary.
  11. Click "Save".


Important


The appointment is saved without a client and without a service, but not without employees or resources.


When the selected employee or resource is unavailable, a red or orange warning exclamation point is displayed next to the field.


Note in the appointment is visible only to employees.


If you turn on sending email or SMS, the client receives a notification according to the selected options.


Frequently asked questions


How to add a new client during appointment registration?


In the client field, add a new client without leaving the appointment.


How to add a new service during appointment registration?


If the service does not yet exist, add it from the appointment screen.


Why is an exclamation mark displayed next to an employee or resource?


The exclamation mark indicates a warning about the availability of the selected employee or resource at that time.


Connected


Updated on: 23/07/2026

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