How to add a booking in the Agenda?

🔍 How it works: If you have online sales enabled through the Booking Engine, all bookings made by customers on your website will automatically appear in the Agenda.
✉️ If you do not have the Booking Engine module contracted and would like to learn about its benefits, write to soporte@spalopia.com to book a free demo session.

If the customer comes directly to reception or calls by phone, you can add the booking manually by following these steps:

1. Access the Agenda

Go to Agenda from the side menu.
You can view the Agenda by day, employee, resource, or week, depending on your needs.

🔍 How it works: The Agenda view can be adapted to your daily operations from the configuration settings.
✉️Write to soporte@spalopia.com to book a free demo session.

2. Add a new appointment

To add a treatment booking, click the “+” button located in the lower-right corner.
👉 How to create treatments in the back office?
To add a package booking, hover over the “+” button and select the top option (gift icon).
👉 How to create and configure a package?

3. Complete the booking details

Customer name
Search for the customer by name, email address, or phone number in the CRM.
If the customer does not exist, you can create a new profile using the corresponding icon.

📌 Note: Whenever possible, always register the customer’s email address, as all notifications are sent by email.

🔍 How it works: If you work with a PMS integration, you can also search for in-house guests following the patterns defined during the setup process.
👉 PMS integrations for spas and wellness centres in hotels

Date, service, and time
Indicate when and which service the customer will enjoy.
Rate
If special rates have been previously configured, you can select them here.
👉 How to configure rates and/or extras for a service?
Customer
You can specify who will attend the appointment, even if it is not the same person as the booking holder.
Seller comment (per appointment)
Internal note visible only to the centre’s staff.
Employee
Select who will perform the service.
👉 How to create and configure an employee?
Resource
Select where the service will take place.
👉 How to create and configure a resource?
Discount or surcharge % (per appointment)
- For a discount, enter the percentage with a minus sign in front (for example: –5).
- For a surcharge, enter only the number (for example: 5).

4. Other options before saving

Seller comment (per booking)
General internal note that applies to the entire booking reference.
Notify customer
If enabled, the customer will receive a confirmation email at the address saved in their profile.
Request confirmation
Enable this option if you want to request a full or partial payment as a booking guarantee.
📌 Note: This option can only be activated before saving the appointment.
👉 How to request payment confirmation from the Agenda?
It is a gift
If the customer does not want the price to appear in the confirmation, enable this option together with Notify customer.
Discount or surcharge % (entire booking)
Works the same way as the individual field, but applied to the total booking.
+ Appointment
This button allows you to add more appointments within the same booking.

5. Select the booking seller
Define the seller associated with the booking.
👉 How to create sellers?
👉 Booking sales commission

6. Always remember to SAVE the changes before leaving.

🔍 How it works: By default, appointments created from the Agenda are saved as payment pending (red side bar).

You can change their payment status from:
👉 How to manage the payment status of a booking? | Module: Agenda
👉 How to charge a booking? | Module: Point of Sale

📩 If you have any questions during the process, please write to soporte@spalopia.com