How To Create a booking and schedule for your clients

Congratulations! Your Tidify Pro account is now fully set up, and you can begin creating and managing bookings for your business. Tidify Pro allows you to efficiently schedule bookings and access detailed reports on both executed and pending bookings.

Creating and Managing Bookings on Tidify Pro

Tidify Pro supports booking management in two phases:

Customer Self-Booking Phase – Customers create bookings themselves
Company-Managed Booking Phase – Your company creates and manages bookings internally

Both phases allow your business to create, update, and manage bookings.
This article focuses on company-managed (internal) bookings.

Below are steps to create or manage bookings for your business on Tidify with your phone or laptop.

How to Create or Manage Bookings

You can create and manage bookings using either a mobile device or a laptop.

Prerequisites

An active Tidify Pro account
Customer details (existing customer or new customer information)

Step-by-Step Guide

Step 1: Log in to Your Tidify Pro Account

Step 2: Navigate to Bookings

Click on Bookings from the dashboard menu.

You will be presented with two viewing options:

Calendar View – Displays bookings by date and time, allowing you to see your schedule in a calendar format
List View – Displays bookings in a list format

You can switch between views at any time based on your preference.

Step 3: Click Add Booking

This opens the booking creation form.

Step 4: Select a Customer

If the customer already exists, select them from the list
If the customer does not exist, click Create New Client

When the client creation popup appears, enter the customer’s details and save.
The newly created customer will be automatically selected, allowing you to continue without leaving the booking page.

Step 5: Complete Booking Details

Provide the remaining booking information. Please note:

If the booking spans multiple days, select the appropriate date range
Additional fields will appear for specifying tasks per day and time

These details are important, as customers receive email notifications and reminders based on this information.

Step 6: Select Items or Products for the Booking

Select all applicable items or services related to the booking. This ensures accurate financial records and reporting.

You may adjust the unit price to apply discounts, promotions, or incentives
Select applicable taxes, if any

Tax selections enable automatic tracking of taxable earnings and generation of tax reports for remittance purposes.

Step 7: Confirm Payment Status

When a booking is created, an invoice is automatically generated and linked to the booking.

Only mark payment as received if payment has actually been made
If a mistake is made, bookings can be updated and the linked invoice will automatically reflect the changes

Step 8: Select Discount Type (Optional)

You may apply:

A percentage (%) discount
A fixed amount discount
No discount

Once completed, click Create Booking or Save Draft to continue later.

Step 9: Confirm the Booking

Bookings are not automatically confirmed upon creation. This is intentional to accommodate negotiation workflows common in service-based businesses.

Once:

Requirements are finalized
Payments or deposits (if required) are received

Go to List View, select the booking, and update its status to Confirmed.

Important Notes

If payment was marked as received during booking creation, the invoice is generated and recorded immediately
If payment was not marked as received, confirming the booking will automatically generate and email the invoice to the client

Thank you for using Tidify Pro. We hope this guide helps you efficiently manage your bookings and schedules.
If you need assistance, please contact our support team.