How to Create a Booking Event on StartBuddi

Creating a booking event on StartBuddi is straightforward. Once you understand the flow, it becomes a quick process you can complete in minutes. Follow these steps to set up an appointment for your client properly and avoid common mistakes.

Step 1: Select the Client

When you start creating a booking event, the first thing you’ll be asked for is the client’s name.

• Enter the client’s name in the field provided
• The client must already exist in your CRM
• If the name appears, select it

This means the client has already been registered in your system before creating the booking. If the client does not appear, you may need to add them first before proceeding.

Step 2: Choose the Service

Next, you’ll see the service section.

• Select the type of service you are booking
• This depends on what the appointment is for

Make sure you choose the correct service, as this may affect the duration, pricing, and expectations for the session.

Step 3: Set Date and Time

• Choose the date of the appointment
• Select the time

Make sure the time aligns with both you and the client’s availability. It’s always a good idea to confirm this beforehand to avoid rescheduling later.

Step 4: Select the Meeting Format

Choose how the meeting will happen:

• Video call
• Phone call
• In-person meeting

Selecting the right format ensures both you and the client are prepared with the right tools or location.

Step 5: Assign the Host

• Select the host of the meeting
• This is usually you or the person handling the session

If you work in a team, double-check that the correct host is assigned to prevent confusion.

Step 6: Choose the Time Zone

Pick the correct time zone based on your client:

• Nigerian time
• London time
• American time
• European time

Always confirm the correct time zone to avoid confusion, especially when working with international clients.

Step 7: Set Payment Status

Set the payment status for the booking:

• Paid (via Paystack or invoice)
• Not paid
• Free

Choose the option that matches your agreement with the client. This helps you keep proper records and avoid payment misunderstandings.

Step 8: Add Internal Notes (Optional)

The internal notes section is only visible to you.

You can use it to add:

• Important details about the session
• Payment notes
• Goals or expectations for the meeting

This section is useful for staying organized and preparing ahead of the appointment.

Step 9: Enable Confirmation Email

Turn on the confirmation email option.

Once the booking is created:

• The client will receive an email automatically
• The email will include:
  • Their name
  • Appointment details
  • Date and time
  • Booking status

This ensures the client has all the necessary information in one place.

Step 10: Client Confirms the Booking

After receiving the email:

• The client will click “View Booking”
• They can review the details
• Then confirm the appointment

The booking remains pending until the client confirms, so it’s important to follow up if needed.

What Happens Next?

Once the booking is created:

• The system follows your workspace automation
• The client gets notified instantly
• You stay organized with all bookings in one place

This helps you manage your schedule efficiently without missing any appointments. If you want to learn how to verify and create your account, click here

Final Tip

Always double-check:

• Client name
• Date and time
• Time zone

Taking a few extra seconds to review everything can prevent errors and ensure a smooth, professional booking experience for both you and your client.