> ## Documentation Index
> Fetch the complete documentation index at: https://help.zentrixcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Manage Appointments in Zentrix Cloud

> Learn how to create, confirm, reschedule, and cancel bookings in Zentrix Cloud. Check in customers on arrival to generate a linked sale and keep records connected.

The Manage Bookings area of Zentrix Cloud lets you handle appointments from creation through checkout. You can add bookings manually, adjust them as plans change, and check in customers when they arrive so the appointment connects directly to a sale.

<Note>
  Bookings is in Beta. Exact button labels and workflow steps may vary. Refer to the in-app UI for the current layout.
</Note>

## Create a booking manually

<Steps>
  <Step title="Open Bookings and start a new appointment">
    From the Zentrix Cloud admin sidebar, select **Bookings (Beta)**. Then choose the option to add or create a new booking.
  </Step>

  <Step title="Select the service">
    Pick the service the customer wants from your configured list. The duration and price should prefill based on the service setup.
  </Step>

  <Step title="Choose a date, time, and staff member">
    Pick an available slot from the calendar. The system shows staff who are assigned to this service and free at that time.
  </Step>

  <Step title="Add the customer">
    Search for an existing customer or add a new record. This links the booking to your Customers module for future reference.
  </Step>

  <Step title="Save the booking">
    Confirm the details and save. The appointment appears on the shared calendar and in any relevant staff assignments.
  </Step>
</Steps>

## Confirm, reschedule, or cancel

<Steps>
  <Step title="Open the appointment record">
    From the bookings list or calendar, select the appointment you want to update.
  </Step>

  <Step title="Update the status">
    Use the available actions to confirm, reschedule, or cancel the booking. If rescheduling, pick a new date and time from the calendar.
  </Step>

  <Step title="Notify the customer">
    If the system supports automated messages through Zensios, a notification may be sent. Otherwise, follow up directly with the customer.
  </Step>
</Steps>

<Warning>
  Canceling a booking may remove the appointment from the calendar and staff schedule. If a linked sale was already created, check the Sales module to handle any refund or return separately.
</Warning>

## Check in a customer

<Steps>
  <Step title="Locate the arrival">
    When the customer arrives, find their booking in the calendar or bookings list for today.
  </Step>

  <Step title="Start check-in">
    Select the check-in action. The exact label may vary, such as "Check In" or "Start Appointment."
  </Step>

  <Step title="Complete the linked sale">
    Check-in creates a linked sale in the Sales module. Open the sale to take payment through Zenso, apply discounts, or add products to the same transaction.
  </Step>
</Steps>

<Tip>
  Because Zentrix Cloud connects all modules, a checked-in booking updates Products stock if items were added, records takings in Accounting, and appears in Analytics as a completed service sale.
</Tip>

## Next steps

* [Services and Calendar](/bookings/services-calendar)
* [Bookings overview](/bookings/overview)
* [Point of Sale](/sales/point-of-sale)