Book an appointment
Book a client from the calendar or New Appointment, add a walk-in, book a busy or after-hours time, and choose whether the client gets a confirmation.
Book a client from the calendar, or anywhere you see New Appointment. Lilo takes you through four steps: the client, the services, the time, and a final check.
Book an appointment
- On the Calendar, select New Appointment.
- If there's a Location menu, choose where the appointment is.
- Search for the client by name, email or phone, or select them under Recent Clients.
- Select Continue to Services.
- Select each service the client wants, then Continue to Date & Time.
- Select a date. Each date shows how many times are open.
- Select a time, then Continue to Confirm.
- Check the details. Leave Notify client on to send the client a confirmation.
- Select Confirm Appointment. You'll see Appointment booked successfully, and Lilo takes you back to the calendar.
New client? Select New Client in step 3. Enter their First Name, Last Name and Phone, then select Create & Continue. An email is optional.
Want a different provider? On the date and time step, select the provider next to the service and choose another one, or Any available. With more than one service, each can have its own provider. On a Lilo Booth plan, you're always the provider.
You can also start a booking from:
- the + button at the top of every page, then New Appointment or Walk In
- New Appointment in Operations → Appointments
- Book on a client's profile, which fills in the client
- Rebook on a cancelled or no-show appointment, which fills in the client and services
In the Lilo app, tap +, then New Appointment. You can also tap an empty time on the calendar, then New appointment.
Book from the calendar
Starting from the calendar sets the provider and time for you.
- On the Calendar, in Day view, select an empty time in the provider's column. In Week view, choose the provider under Provider: first.
- Find the client and select Continue to Services.
- Select the services. The date, time and provider you picked show at the top.
- Select Continue to Date & Time. Lilo goes straight to the last step, since the time is already set.
- Select Confirm Appointment.
To pick a different time instead, select Change next to the date and time at the top.
You can book outside the provider's hours, on their day off or in a blocked time. Lilo flags it under Things to confirm first.
Book over another appointment
The booking steps only list open times. To double-book a provider, start from the calendar:
- Select an empty time in the provider's column, then choose the client and services as usual.
- If the services run into another appointment, a note at the top says so.
- Select Continue to Date & Time. The Time Conflict box opens.
- Select Double Book Provider to keep your time. Or select one of the suggested times, or Choose a different time manually.
- Select Confirm Appointment. The last step reminds you that it's a double booking.
Book a walk-in
- On the Calendar, select Walk-In.
- Find the client, or add them with New Client. Then select Continue to Services.
- Select the services, then Continue to Date & Time.
- Under Who's Available Now?, select a provider. Anyone free right now shows Available now. The others show how long the wait is.
- Check the details. Check in immediately is on, so Lilo checks the client in as you book.
- Select Book & Check In, or Book Walk-In if you turned off Check in immediately.
If no one is free, select Book for a Later Time to pick a time.
With the Checkout-First Workflow on, there's no check-in step, and the button reads Book Walk-In.
In the Lilo app, tap +, then New Walk-In.
How it works
- Lilo fills in a provider for each service. It picks the client's preferred provider if they can do it. Otherwise it picks you, if you do that service, or Any available if neither fits.
- With Any available, each time shows who's free then.
- If you can only book yourself, you're always the provider.
- With more than one service, Lilo books them back to back.
- If you sell packages, the services step has a Packages tab for them.
- When your team books, there's no deposit or payment. You take payment at checkout.
- Notify client sends the client a booking confirmation. It starts off for walk-ins and for appointments less than an hour away. You can turn it on.
- If Lilo has no way to reach the client, or they've opted out, Notify client is grayed out.
- Notify client only covers the confirmation. Lilo still sends reminders before the visit if your reminders are on.
- Providers hear about new upcoming appointments, based on their own notification settings.
- How Lilo decides open times explains which times show up.
When a service has add-ons, they show under it once you select it. Select any the client wants.
Common questions
Why can't I find a client?
- Type at least two characters to search.
- Search and Recent Clients leave out blocked and archived clients.
- If you can only see your own clients, search only finds clients you added or have appointments with.
If they're new, select New Client and add them.
Why isn't the time I want listed?
The date and time step only shows open times for the provider. To book outside their hours, or over another appointment, start from the calendar instead.
Why didn't the client get a confirmation?
- Notify client was off. It starts off for walk-ins and for appointments less than an hour away.
- The client has no email or phone number on file, or has opted out of messages.
Can I book a client on a regular schedule?
Yes. On the last step, select Repeat this appointment. See Recurring appointments.
Why can't I book appointments anymore?
Your business's free trial has ended, or its subscription was canceled. Only the account owner can subscribe. Everyone else sees Contact the business owner to resume your Lilo subscription. in place of the booking steps. Once the owner subscribes, booking works again. Nothing is lost.
Can I book for another provider?
Yes, unless your role only lets you book yourself. Then Lilo always sets you as the provider. Team roles and permissions explains Book anyone and Book themselves.
Your calendar
Switch between day, week and month, filter by provider or status, color appointments, change location, and book from an open time.
Change, reschedule, or cancel an appointment
Change an appointment's services, provider, length or notes, move it to a new time, or cancel it, and what the client hears about it.