Create an appointment type
Set up something customers can book online, such as a consultation or a visit, with its length, place, notice and staff.
An appointment type is one thing customers can book: a 30-minute consultation, a site visit, a price call. You decide how long it takes, where it happens, how much notice you need and who on your team takes it.
Steps
-
Open Appointments, then the Types tab. Each card shows a type, its length and place, who takes it and how many bookings are coming up. Click New type.
Open the Types tab -
Name and describe it. The description shows on your booking page, so say what the customer gets and what to bring.
Name and description -
Set the timing. Duration is how long it takes. A slot every sets the start times offered (every 30 minutes, every hour). Free before and Free after keep time clear around each booking.
Length and slots -
Where, and how far ahead. Choose In person, Phone call or Online meeting with the address, number or link. Minimum notice stops last-minute bookings; Book up to limits how far ahead.
Where and when -
Pick who takes it. Tick the team members customers can book. Each one needs working hours to show up as free.
Who takes it -
Ask extra questions (optional), such as How many people are coming?. Tick Required if the customer must answer.
Extra questions -
Click Save. The type is listed and bookable straight away on your booking page.
Save it
Tip Untick Customers can book this online to pause a type without deleting it.
Good to know
- Price is only shown on the booking page; nothing is charged online.
- Minimum notice is also the last moment customers can move or cancel online.