Manual Booking for Customers

When creating a manual booking for the customer; Shopify Draft order and Orders can be optional.

1. Book > Draft > Order

- Book an Appointment without a Shopify order.

- Book and Create a Draft Order: adjust taxes, add discounts, and add items to the order before sending the invoice.

- Book and Create a Shopify Order: payment capture can happen by entering the card manually or the invoice paid, manually marked as pending, or paid

Draft and Order can also be captured in POS > Bookings Without Orders on Shopify and POS

2. Draft > Order > Book
*This option is available upon a REQUEST only.

Sesami Web Admin

Before you start! If it is a new Customer, make sure to create the Customer profile first!

In the Sesami app, navigate to:

Sesami > Calendar > Book  OR
Sesami > Services > [ choose the service ] > Book

Booking an appointment: Book > Draft > Order

From here, all you have to do is select the required options:

1. select Service

2. choose the Duration Variant

3. select quantity (if any)

4. choose the Team member

5. choose a day and time

6. add the Customer's name

7. click "Book"
   Once you click "Book", the Appointment is created.
   *Booking without a Shopify Order
   
   

   Creating a Shopify Draft/Order

8. click "Create draft order" --if you want to add a discount or add another item to the order
   *A Shopify Draft order was created!
   

9. or, with another click, you can "Complete draft order" if you don't need to change anything in the order.
   *A Shopify Order was created!
   

10. Then you can "View Order".

Booking an appointment: Draft > Order > Book

Some businesses need to issue an invoice before adding the booking to the calendar. For that, upon request we can add another button “Save Draft Order", you can view the Draft order, add items and send the invoice. Once you complete it, an order will be created and the appointment booked.