How to create Bookings In Your Dashboard

This guide explains how to manually book a new job from the ConvertLabs Dashboard.
Updated 1 month ago

🗓️ Create a Booking

  1. Go to the Bookings view.
You can also complete this action from whichever view is most convenient for you, for example, from the Dashboard, Bookings, Calendar, or the Bookings tab within a client’s profile.
  1. Click "+ New Booking".

  2. Fill out all the required information.

  3. Select the payment method. You can nter a card directly, or select another payment method (e.g., cash, check, bank transfer)

  4. You can also edit the total price before creating the booking.
  5. Complete the booking. 

💡 Tip: If you don’t have the client’s card details yet, we recommend select a payment method other than Credit Card. Once created, you can send the client a Credit Card Link so they can securely enter their payment details.

Check out our article about Send a Credit Card Link here. This article explains how clients can securely add their card, and also shows how to assign saved payment methods to a booking.

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