Creating an appointment type
1
Navigate to Appointment Types
Go to Appointment Types in the sidebar under Configure.
2
Click Add
Click the + New button.
3
Fill in the details
- Name — what you call the service (e.g., “Haircut”, “Deep Tissue Massage”)
- Color — choose a color for the calendar
- Default duration — optional; sets the default length when creating appointments of this type
Using appointment types
Once created, appointment types appear as options when creating or editing appointments. An appointment can have up to five of them; see Several appointment types. They’re also used for:- Calendar color-coding — appointments are displayed in the color of their first type
- Filtering — filter the calendar by type to focus on specific services
- Online booking — choose which types clients can book on your public booking page
- Custom fields — bind custom fields to specific appointment types so they only appear for relevant services
Who performs it
On the web, the type’s form lists the team members who take appointments under Who performs it. In the mobile app it’s a row in the type’s form. Pick the people who do this service. With nobody picked, everyone who takes appointments does it. The booking page uses this list: a client booking this type is offered only these people, and a booking with several types only people who do all of them. If nobody on the page does them all, the page shows no times for that combination. Staff can still assign anyone when they create an appointment themselves. See Who clients book with.Group services
A type can be a group service, for classes and small-group training. Its appointments are sessions with a number of places, and customers join them as participants. Switch on Group service in the type’s form and set Places per session. See Group sessions.Managing appointment types
You can edit or deactivate appointment types at any time. Deactivating a type hides it from new appointments and the booking page, but existing appointments that use it remain unchanged.Aftercare messages
Open an appointment type to configure an automatic SMS aftercare message. It is scheduled from the appointment’s end time for appointments that remain scheduled, confirmed, or done. Cancelling the appointment or marking it as a no-show cancels pending aftercare. An appointment with several types gets the aftercare of each one that has it, once per type, and the message names that type alone. Taking a type off the appointment cancels its aftercare. Choose a delay from 1, 2, 4, 6, 12, 24, or 48 hours, or 7, 14, or 30 days. The text can use the customer’s name, the service, the date, the time and your business name, inserted as fields the same way as in message templates. Like other SMS templates it holds up to 110 characters of text, not counting the fields. The preview shows the SMS as the customer gets it, and the line under it says whether it fits in one SMS. Accents are removed before sending when Remove accents from SMS is on.Aftercare SMS to Portuguese numbers come out of the included SMS first, then your credits. SMS to numbers abroad use credits. When neither is left, an aftercare SMS is skipped, nothing goes by email in its place, and the message list shows it as not sent. Aftercare by email costs nothing, so an aftercare set to SMS and email still sends its email.