Create a booking from a LINE message

Create an appointment beside a LINE conversation. Add message notes and check the client, service, date and time before saving.

When a client has already said when they would like to come, keep the conversation beside the booking form. Before saving, check the time, the service and whether to notify the client.

This guide follows the Traditional Chinese interface labels, with English explanations.

1. Check the conversation and client

Open the conversation in 「訊息」 (Messages) and check that the linked client at the top is this person. If it is not linked yet, link it and confirm the identity first, so the appointment lands under the right client.

A LINE conversation with the linked client 林郁婷, her LINE name and client tags at the top
A LINE conversation with the linked client 林郁婷, her LINE name and client tags at the top

2. Open the booking form from a message

Long-press the message you want to refer to. Choose 「建立預約」 (Book).

The long-press menu on a message, with 建立預約 (Book) in the second row
The long-press menu on a message, with 建立預約 (Book) in the second row

The booking form 「新增安排」 (New appointment) opens: on desktop the conversation stays on the left and the form on the right; on a phone the screen splits top and bottom. The message you long-pressed is already in the note. To add more lines, select 「帶入」 (Add to note) beside another message, then check for repeats.

Split booking screen on a phone: the conversation on top with the selected message marked 已帶入 (Added) and 帶入 (Add to note) beside the others; the 新增安排 form below with client, service and duration
Split booking screen on a phone: the conversation on top with the selected message marked 已帶入 (Added) and 帶入 (Add to note) beside the others; the 新增安排 form below with client, service and duration

Phrases like “this Saturday afternoon” are yours to turn into a specific date and time in the form.

3. Check the appointment

Choose the service, duration, date and time, then look over the client and notes again. The time selected in the form is the one that counts.

The 新增安排 form showing date, start time, estimated end and the note holding the quoted message
The 新增安排 form showing date, start time, estimated end and the note holding the quoted message

4. Choose whether to send a LINE notification

The form includes 「通知個案預約已安排（LINE）」 (Tell the client on LINE), which may already be ticked. Check it and the message preview before saving.

The selected 通知個案預約已安排（LINE） checkbox, the card preview the client will receive, and the 送出後無法收回。 (cannot be recalled) note
The selected 通知個案預約已安排（LINE） checkbox, the card preview the client will receive, and the 送出後無法收回。 (cannot be recalled) note

To notify the client, check the recipient, date, time and preview To save without sending this notification, clear the checkbox first

A sent notification cannot be recalled, so check the notification choice and the appointment details, then select 「儲存」 (Save).

5. Check after saving

Open the appointment under 「安排」 (Schedule) → 「預約」 (Appointments) and check the client, service, time and status. If you sent a notification, look in the conversation to see the card went out.

The new appointment in the Schedule → Appointments list, with time, client and service
The new appointment in the Schedule → Appointments list, with time, client and service

See Payments and deposits for recording receipts. To let the client choose a time instead, see Send a booking link in LINE.