> For the complete documentation index, see [llms.txt](https://docs.simplespa.net/simplespa-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.simplespa.net/simplespa-documentation/daily-operations/appointments/new-appointment-wizard.md).

# New Appointment Wizard

Book one or more services in five quick steps, with suggestions based on the client's history.

The new wizard walks you through a booking in five steps: **Service → Staff → Date & Time → Client → Confirm**. Steps you've already answered are skipped automatically.

{% hint style="info" %}
The wizard is part of the New UI. Turn it on with the wizard toggle in the calendar toolbar. See [Switching to the New UI](/simplespa-documentation/get-started/new-ui.md).
{% endhint %}

## Book an appointment

{% stepper %}
{% step %}

### Start the booking

Click **New**, or click an empty slot on the calendar. Clicking a slot fills in the staff member, date and time for you, so the wizard opens straight on the Service step.
{% endstep %}

{% step %}

### Choose a service

Pick a category card or type in the search box. Your most booked services appear in the **Top services** strip. Selecting a service moves you to the next step.

When you start from a staff member's column, that staff member's services are shown first. Other services are listed under a divider and you'll pick their staff on the next step.

To book several services, add each one to the basket. The basket shows the total time and price, and you can click the pencil on any line to change its duration or price.
{% endstep %}

{% step %}

### Choose the staff

Pick a staff member for each service, or use **Same staff for all**. Businesses with only one staff member skip this step.
{% endstep %}

{% step %}

### Choose the date and time

Only times when every chosen staff member is free are shown.
{% endstep %}

{% step %}

### Choose the client

Search by name or mobile number, choose **Walk-in**, or create a new client without leaving the wizard. If the details you type match an existing client, their full client card is shown so you don't create a duplicate. The client's usual staff member is pre-selected when you have one.
{% endstep %}

{% step %}

### Confirm

Review the booking and save. See the options on the Confirm step below.
{% endstep %}
{% endstepper %}

## Options on the Confirm step

| Option                      | What it does                                                                                                                                                             |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Client history**          | Shows past visits and the last appointment notes.                                                                                                                        |
| **Warnings**                | Flags an outstanding balance, a price or duration that differs from the client's last visit, or a phone number shared with a client of a different name.                 |
| **Match last visit**        | Applies the client's previous duration, previous price, or both, in one tap.                                                                                             |
| **Frequently added**        | Suggests services that are often booked with this one. Tap a suggestion to add it.                                                                                       |
| **Mark as confirmed**       | Saves the booking as already confirmed.                                                                                                                                  |
| **Staff Requested**         | Records that the client asked for this staff member. It applies to every service in the booking. It's hidden for walk-ins and when no specific staff member is assigned. |
| **Block this time instead** | Turns the slot into a blocked time without starting over.                                                                                                                |

{% hint style="success" %}
Staff Requested bookings show a pink heart badge in the [Appointment Editor](/simplespa-documentation/daily-operations/appointments/appointment-editor.md), so the whole team can see the client asked for that person.
{% endhint %}

## Related

* [Appointment Editor](/simplespa-documentation/daily-operations/appointments/appointment-editor.md)
* [Creating a Block](/simplespa-documentation/daily-operations/appointments/creating-a-block.md)
* [Smart Appointment Recommendations](/simplespa-documentation/daily-operations/appointments/smart-appointment-recommendations.md)