Manage Your Appointments & Schedules

What is an Appointment Type?

An Appointment Type is what your Contact will select the available times from while booking an Appointment. You can have any number of different Appointment Types, so that your Appointments can serve different purposes. For example, you can have a "Consultation" Appointment Type for new Contacts, as well as a "Skills Training" Appointment Type for more established Contacts.

How do I create an Appointment Type?

To get started, navigate to Calendar > Appointment Types, and click +Add Appointment Type.

You will then be required to give a name to your Appointment Type.

You may also add a public description, and can customize the success message and button text.

You can choose which  Staff Member will be assigned to the booked Events on the Appointment Type, and can optionally select other Staff Members to receive a notification when a booking is created.


How do I manage my Appointment Types?

You can interact with the Appointment Type through the  Options dropdown menu in the List View.

Edit: Change the information you set for this Appointment Type.

Set Availability: Customize your availability schedule. By default, the settings you chose for your Default Settings will be auto-generated. Learn more about managing your availability below.

Set Inactive: While Inactive, an Appointment Type is hidden and not selectable by Contacts. Newly-created Appointment Types will default to Inactive Status, so that you may configure it before going live. 

Delete: Remove the Appointment Type.

IMPORTANT: If you set an Appointment Type as Inactive or Delete it, it will remove all related bookings from My Calendar. This cannot be undone.


How do I set my Availability?

To set a Default Availability for your Appointment Types, navigate to Calendar > Appointment Types.

Any new Appointment Types will generate these settings by default, but you can override them individually.

To set an Individual Availability for an Appointment Type, navigate to Calendar > Appointment Types. Then select Manage Availability from the Options dropdown menu.

Daily Availability

Here you can select your Availability on a weekly basis.

Each day of the week is shown with a configurable Availability Window. Click and drag the buttons on either side of the schedule slider to adjust your available time window. Click Add Availability Window to add an additional slider. To block availability for the day, simply click the red "X".

Appointment Scheduling Settings

These settings control the duration, padding, intervals and cut-offs related to your Appointment Type. When a Contact schedules an Appointment, the Time Slots that they can choose from will be based on the combination of these settings.

Duration of Time Slots: This determines the base duration of each Appointment that is made on this Appointment Type.

Padding between Time Slots: This setting blocks an additional amount of time before and after Appointments, to ensure that bookings cannot be made back-to-back.

Time Slots Interval: This determines the "chunks" that Time Slots will be broken into. These are the Intervals that will be selectable by your Client.

Prep-Time: When a Client creates an Appointment, this setting determines the soonest available booking. This is to allow adequate preparation time.

Future Availability > Days: This setting determines how far into the future a Client is able to make an Appointment.

Click the Preview button to see what your Contact will see when they create an Appointment. These Time Slots are generated based on appointer's settings.

Time Slots that already have Appointments will not show up in the list.

You can customize message text and other settings in Calendar Settings.

CLICK HERE to learn about Calendar Settings

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