Creating a Booking
- Go to Bookings → New Booking.
- Select the client (or create a new one inline).
- Choose the service and optionally a service variant.
- Set the date and time.
- Assign an employee (optional — you can leave it unassigned and fill it in later).
- Select a location if you operate from multiple branches.
- Add any notes for the team (access codes, special instructions).
- Click Save.
Recurring Bookings
For clients on a recurring schedule (weekly, bi-weekly, monthly), enable the Recurring toggle when creating a booking. Set the interval, frequency, and optional end date. HoodServe will track the next scheduled occurrence automatically.
Assigning Employees
When you select a service, the employee dropdown filters to show only employees whose assigned location matches the booking location. Employees with no location set appear for all locations. This prevents accidental cross-location assignments.
Booking Statuses
| Status | Meaning |
|---|---|
| Scheduled | Confirmed and upcoming |
| In Progress | Job has started |
| Completed | Job done — ready to invoice |
| Cancelled | Job cancelled |
Creating an Invoice from a Booking
After a booking is marked Completed, open it and click Create Invoice. The service details pre-populate automatically. Review, adjust if needed, and send to the client.
Calendar View
The Schedule page shows all bookings in a calendar. You can filter by employee or location. Drag-and-drop is not yet supported — use the edit booking screen to change dates.
🗓️ Block off time for admin work, equipment maintenance, or days off by creating internal bookings marked as a non-billable service. This keeps your calendar accurate for employee scheduling.