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Add a client to an appointment

Add a client to an appointment

Sometimes you may want to add a client to a private appointment manually, instead of them booking through your public profile. In Time2book, you can do this directly from your schedule.


Step 1: Open your schedule

  1. From the left-hand menu, click Schedule.

  2. Click the + button in the top-right corner to open the Add to schedule panel.

Time2book schedule view showing upcoming Pilates sessions with option to add a new appointment.

Step 2: Select a service and time

  1. In the Add to schedule panel, choose the service (e.g., Pilates 1-on-1).

  2. Set the Date and Time for the appointment.

Add to schedule panel in Time2book showing service selection and scheduling fields for a Pilates 1-on-1 appointment.

Step 3: Add a client

  1. In the Client section, click Add client.

  2. Use the search bar to find the client by name.

  3. Select the client you want to add to the appointment.

Dialog window in Time2book showing client search for a private Pilates appointment.

Step 4: Choose membership

  1. After selecting a client, you’ll see their available memberships.

  2. Choose which membership to apply for this booking.

  3. Click Confirm to continue.

If the client doesn’t yet have a membership, they can purchase one from your public profile, or you can add it manually.

Membership selection dialog showing client’s active monthly plan used for the Pilates appointment.

Step 5: Confirm appointment

  1. Review the details and click Add appointment.

  2. The client will automatically receive an email and in-app notification about the booking.

Appointment details panel in Time2book showing confirmed booking for Pilates 1-on-1 with client name and membership.

That’s it

You’ve successfully added a client to a private appointment. The booking will now appear in your schedule, and both you and your client can manage it as usual.

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