Create a Manual Booking

DayTidy Free lets an authorized administrator create a reservation for a customer who books by phone, email, or in person. A manual booking still needs a real offering, bookable sessions, options, and the required customer information.

Before you start

Confirm that you can manage bookings, the offering is saved, and its schedules and options are configured. Use a test offering and a controlled customer identity while learning. Review enabled notification templates first: creating a booking can trigger lifecycle messages.

Create the reservation

1. Open DayTidy → Bookings and use Add New Booking.
2. In Search Offering, search for and select the intended offering.
3. Choose dates/times and ticket or service quantities using the controls shown for that offering’s booking method.
4. Review any assigned resource and complete the customer, booking, and participant fields.
5. Check the proposed booking and payment states and the available payment choice. A manually recorded payment is not a new online checkout.
6. Read Summary and Before creating or Needs attention. Check selected times, selected options, total, and payable amount.
7. Review the manual form’s notification choice so only intended messages are sent, then select Create Booking once the details and validation results are correct.
8. Open the resulting record and verify its reference, sessions, quantities, customer information, and both statuses.

Do not count a partly completed editor as a saved reservation. If creation fails, correct the reported field or availability problem and inspect the bookings list before trying again, particularly after an uncertain response.

Example: a telephone workshop booking

A caller requests two places on one workshop session. Choose the workshop, the agreed session, and two tickets. Enter the primary booker’s details and any required participant fields. Check that the summary represents two places on the intended date. If payment will be collected at the venue, keep the payment context consistent with that arrangement rather than claiming that a card has been charged.

Conflict overrides

For eligible administrators, some conflicts expose Create this booking despite the conflicts and an Override Reason. This is an explicit administrative exception, not the normal way to repair availability. Investigate the session, option quantity, resource hours, capacity, and buffers first. An override can create a reservation that the normal customer path would reject; use it only when the business can actually fulfill the booking.

Verify and recover

• A missing offering or date requires checking the offering’s saved configuration, not inventing an unavailable session in the booking record.
• A resource conflict should be investigated with the availability guide.
• A saved reservation with unexpected states should be checked against the status reference.
• Moving an existing booking belongs in Reschedule; do not create a duplicate to move it.