Quickstart: Book an appointment for a caller

Updated October 31, 2026 · Applies to BookIt ONE 1.34

In this quickstart, you book an appointment for someone on the phone. It takes about 2 minutes.

Prerequisites

  • The Reception, Manager or Admin role.

Find the caller

  1. In the menu, under Workspace, select New booking.
  2. Under Find the customer, enter their name, email, phone or member number, and select them. If they're new, select Create a profile for this caller.

Choose the service and time

  1. Under Choose a service, select the service.

  2. Under Choose a time, select a free time.

    The New booking page of a medical office, where customers are called patients, choosing a time for a caller

Confirm

  1. Add any Notes, and keep the email confirmation on if they have an email.
  2. Select Confirm booking.

You get the booking's Reference to tell the caller. To book them again, select Book another for ….

Next steps