# How do I create an appointment?

URL: https://help.sweb.so/en/pro/calendar/create-an-appointment
Mis à jour: 2026-07-03T00:00:00.000Z

From the calendar, click the **+** button in the toolbar, or click directly on a free slot in the grid (the time fills in automatically). A panel opens where you pick the client, service, artist, and slot. Save it and the appointment shows up right away on the grid.

## Open the creation form

There are two ways to open the form.

- The **+** button in the calendar toolbar, at the top.
- A direct click on an empty slot in the grid: that slot's time is carried over automatically into the form.

## Fill in the appointment

The form asks for, in order:

- **The client**: search for an existing client, or create one on the fly without leaving the form.
- **The service**: sets the slot's default duration.
- **The artist** involved, if your studio has more than one.
- **The date and slot**: only time ranges that respect your working hours are offered.
- **Consumables**, if you want to attach ink batches or supplies used for the session (traceability).

A safeguard prevents booking an appointment on a slot that's already taken: if the chosen slot overlaps an existing appointment, saving is blocked.

## Request a deposit at creation

If you turn on the deposit for this appointment, a confirmation window shows up before it's sent: it recaps the calculated amount (based on your deposit policy set up under **Finance**) and warns you that an email with the payment link goes out to the client as soon as you confirm.

- You confirm: the appointment is created with **deposit pending** status, shown by a dashed border on the grid until the client pays.
- You cancel: the form stays open, nothing is sent.

Without a deposit requested, the appointment is created directly as confirmed, with no extra step.

## After creation

The appointment shows up immediately on the calendar grid, on the right date and slot. You can then:

- Reopen it to add notes or portfolio visuals.
- Reschedule it if the slot no longer works.
- Track the deposit payment if it's pending.

## Edge cases

**The client isn't in your records yet.** Create them directly from the appointment form, no need to go through the client page: the same information is requested (name, contact).

**No slots show up on the date you want.** Check your working hours for that day: a day off or a blocked range reduces the slots on offer.

**You want to link consumables used during the session.** Add them from the consumables picker in the form: it keeps a trace of the ink batches and supplies used.