How does the Add reservation screen work in the salon?

Answer

On the Add reservation screen you make an appointment for a guest yourself: you choose treatment, day, time, employee and workstation, fill in the guest and save. You open it with Create reservation in the calendar.

Where to find it

Menu > Reservations (or Salon in the POS) > button Create reservation (/SalonReservation/AddReservation). The same form is also at /SalonReservation/Add, which the calendar uses for follow-up appointments.

Explanation

You fill in the form from top to bottom. Only when Treatment group, Treatment, the day and the time have been chosen does Jimani load the available employees, the products and the extra information. In the date picker, the days on which the salon is open and an employee works are highlighted (the next three months); you cannot choose days in the past. Jimani fills in the end time itself from the treatment's duration (at the latest 23:59). At the bottom is Your invoice with the lines, and below it Save and the two payment buttons.

The Add reservation screen with the fields Treatment group, Treatment, Time, Employees and Workstations

Buttons and settings
NameWhat it doesWhen you use itNote
Treatment groupChoose the target group first. The list starts with Make your choice.Always.Otherwise you get the message Select a gender.
TreatmentChoose the treatment from the chosen group. If there is only one, it is chosen automatically.Always.Otherwise you get the message Select a treatment.
TimeThe day of the appointment. Next to the label are the Opening hours of that day; if the salon is closed then, it says The salon may not be open on the selected arrival date.Always.Choose a highlighted day.
FromThe start time. With the plus and minus buttons you go to the next or previous free time.Always.Free times are shown per quarter of an hour.
UntilThe end time, calculated automatically from the treatment's duration.--
Available timesButton next to Until that opens a window with all free times; click one.When you want to see the free times.The button is off as long as there is no free time.
EmployeesThe employees who are free for the treatment at that moment. The list starts with Make your choice.Always.If the employee already has an appointment at that time, the message This employee already has an appointment at this time follows.
WorkstationsWith the pencil you open the Available chairs window (Select a chair to make the reservation); choose one and click Save.Always; an appointment needs a workstation.If there is no free chair, it says No chairs are available.
Passer-by (no guest details)Yes/No, default No. On Yes you do not need to fill in guest details.For a guest who does not want to or cannot be recorded.Then you do not need to fill in guest details.
Check in nowYes/No, default No. On Yes the day and time become the current time and the guest is immediately set to Arrived.For a guest who is already here.The choice only appears if checking in with Check in now has been turned on for the salon in the settings.
SearchLook up an existing guest by email address or phone number and click the search icon. You get the Guest search window with the columns Last name, First name, Address, Postal code, Place of residence, Phone and E-mail.For a returning customer.If you find nobody, it says No data found.
LanguageThe guest's language, for the confirmation.Always.-
Reservation nameThe name the appointment is under.Especially for a passer-by.-
ProductsCollapsible block with the extra products for this treatment. Choose what the guest wants as well.For upselling.See the article about products.
Extra informationCollapsible block with the extra fields you set up for this treatment.For the answers to your own questions.See the article about fields.
Internal memoA note for yourself with the appointment.For a point of attention.The guest does not see the memo.
Add to quoteTick next to the Internal memo.-Only this name appears on the screen.
Guest data & informationBlock with the guest's details, according to the fields you set up for guest details.Always, except for a passer-by.Required fields must be filled in (Fill in the guest's required details).
Guest ReservationTable with the guest's earlier appointments and reservations: Module, Reservation type, Reservation date, Reservation time, Quantity, Revenue and Method.To see the history.-
Your invoiceThe appointment's lines with Description, Price and Total, and the amounts Total excluding VAT, VAT and Total amount.To check the amount.All prices are entered including VAT; the VAT is shown separately.
Total amountThe amount including VAT. The payment window also shows Total VAT and Total amount again.--
Total VATThe VAT amount in the payment window.--
Total paidWhat has already been paid.For a paid appointment.-
Outstanding amountWhat still has to be paid.For a partly paid appointment.-
SaveSaves the appointment without payment (the guest pays later). The appointment gets the status Open.Usually.Afterwards an empty form for today appears.
Confirm paymentWindow that opens when you click one of the two payment buttons (the bank card symbol for another payment, the banknote for cash). You see the amounts and choose Pay or Cancel.When the guest pays right away.After Pay you go back to the calendar and the appointment shows as paid.
PayConfirms the payment and saves the appointment.--
CancelCloses the payment window without saving.--
Make a new appointmentWindow in the calendar to schedule a follow-up appointment from an appointment.For a returning customer.See the article about a follow-up appointment.
Time slotChoice in that window: after how many days or weeks the next appointment comes (1 to 6 days or 1 to 12 weeks).--
Select an employeeChoice in that window: who the next appointment is with.--
Messages
MessageWhat it meansWhat you do
Reservation added successfullyJimani has saved the appointment.Nothing; you immediately see a new form or the calendar.
Invalid reservation dataThe data did not come in properly.Fill in the form again.
No chair selected!You have not chosen a workstation.Choose a workstation under Workstations.
Chair not available!The chosen workstation is taken at that time.Choose another workstation or another time.
This employee already has an appointment at this time.The employee does only one treatment at a time.Choose another time or employee.
Select a gender.Treatment group is missing.Choose a Treatment group.
Select a treatment.Treatment is missing.Choose a Treatment.
Select the arrival and departure dates.Day or time is missing.Fill in Time, From and Until.
Select a professional.No employee has been chosen.Choose an employee.
Select a chair.No workstation has been chosen.Choose a workstation.
No chair selected.You click Save in the chairs window without choosing.Choose a chair first.
No chairs are available.There is no free workstation.Choose another time or employee.
Fill in the guest's required details.A required guest field is empty.Fill in the field.
Related

How do I make an appointment for a customer myself?, How do I schedule a follow-up appointment?, How do I change or reschedule an appointment?

Related questions
  • Which details do I fill in for a new appointment?
  • How do I open the screen to make an appointment?
  • Do I have to choose a workstation for an appointment?
  • Where do I enter the guest details?

Keywords: make appointment salon, add reservation hairdresser, book in appointment, schedule customer, walk-in appointment, check in now salon

Last checked: 2026-10-16

Translated from the Dutch knowledge base; the Dutch version is leading.