To create a booking for a customer, open the time slot from Schedule, click New Booking, choose the variants and the customer, and then click Create & Collect Payment.
Use this when a customer books by phone, by email, or in person. This is also called a manual booking. Experiences creates a draft order in Shopify for each booking that you create.
Open the time slot
In the Shopify admin, go to Experiences App > Schedule.
To see a different date, click the date picker and choose a date.
Optional: to see one experience only, choose the experience in the filter at the top right.
Click the time of the time slot. The Timeslot Details page opens.
Create the booking
Click New Booking.
In Select Quantity, choose the number of each variant. Then click Next.
In Find Customer, type the customer's name or email address.
Click the customer in the results. Then click Next.
In Review Booking, check the customer, the date and time, the variants, and the total.
Optional: to hold all the spots in the time slot for this customer, select Reserve the entire timeslot for this customer. This makes the booking private.
Click Create & Collect Payment or Confirm Booking. See the table below.
Choose how to finish
Button | What happens |
Create & Collect Payment | Experiences creates a draft order and opens it in Shopify in a new tab. You can take payment now. |
Confirm Booking | Experiences creates a draft order. You collect payment later. |
Why a customer can show two times
The search results show customers in two groups: In Experiences and In Shopify. A customer is in Experiences after they book an experience. A Shopify customer who has never booked an experience is only in In Shopify. If the same customer is in both groups, you can choose the customer from either group.
Collect payment
On the draft order in Shopify, you can take payment in three ways:
To take a card payment now, click Collect payment > Credit card.
If the customer paid with cash or another method, click Collect payment > Mark as paid. Then click Create order.
To let the customer pay by email, click Send invoice.
To give a discount, click Add discount before you take payment. When the payment is complete, Shopify changes the draft order to an order. For more information, see Collect payment for a booking you created.
Check the booking
Go back to the Timeslot Details page for the time slot. The customer shows in the list with the order number, the number of guests, and the status. To see each guest, click the arrow next to the customer's name.
Screenshot: the Timeslot Details page with the new booking and its guests. Recapture with a sample customer.