Appointment types
Set up what people can book, how long it takes, who takes it and what it costs.
An appointment type is one thing people can book, such as a haircut, a consultation or a yoga class. Go to Appointment types and click + New appointment type. The Free plan has 3 types. Paid plans have no limit.
The four kinds
| Kind | What it is | Plan |
|---|---|---|
| One-on-one | One customer with one person | All plans |
| Several hosts | One customer with two or more of your team, at once | Standard and up |
| Group class | Many customers in a class or workshop | Professional and up |
| Room or equipment | Book a room, a desk or a machine | Business |
With Several hosts, a time shows only when everyone you tick is free. For classes and rooms, see Classes and rooms.
What is it?
- Name, Colour and Description. The description shows on the booking page.
- How long - in minutes, from 5 minutes up to a day.
- How - in person, online or a phone call. In person asks for the address. Online asks for a meeting link: see Connect your calendar.
- Show on the public booking page - turn it off and only people with a private link can book it.
If you have more than one workspace, choose which one it belongs to.
Who takes it
Tick the people who take it. With several people on a one-on-one type, choose how a booking is shared:
- The customer chooses, or we pick the least busy - on all plans
- Take turns, The least busy person or The lowest "Order" number who is free - Standard and up
Own price sets a different price for one person, so a senior stylist can cost more than a junior. It needs Standard or up. Leave it empty to use the normal price.
When
- Rest before and Rest after - free minutes kept around each booking.
- Times start every - how often a time is offered. Empty means as often as the appointment is long.
- Book at least - how many minutes' notice you need.
- Book up to - how many days ahead people can book.
- Hours - one schedule for this type, or each person's own.
These limits apply to the booking page. Your team can still book inside the notice period when they add a booking themselves.
On one-on-one types, Customers can repeat the booking lets them book up to a set number of times, weekly, every two weeks or monthly, in one go. It needs Professional or up. Guests they can invite lets them add up to 10 email addresses. Guests get the confirmation, change and cancel emails.
Money
Set the Price before tax and how people pay. See Take payment for bookings.
Rules
- Customers can change until - how many hours before the start customers can still move or cancel. 0 means until it starts.
- Bookings in a day and One person ... In days - limits on bookings from the page. They need Professional or up.
- Someone approves each booking - the booking waits under Waiting for approval until someone on your team clicks Approve.
Questions on the booking form
Name, email and phone are always asked. Click + Add a question to add short text, long text, a number, a date or a choice list, and mark it Required if you need it. You can have up to 25.
Hide from staff, on Business, shows the answer as dots to people with the Staff role.
After booking
Add a message for the "you are booked" screen, such as "Please bring your last report". On Standard and up, you can send people to your own page instead.
Copy, turn off or delete
The list has Copy to start a new type from an old one, and a switch to turn a type off. Open a type to delete it.
Renaming a type keeps its link, so links you already shared go on working.