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Appointment types let you categorize the services your business offers. Each type has a name, color, and optional default duration — making it easy to identify different services on the calendar at a glance.

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. They’re also used for:
  • Calendar color-coding — appointments are displayed in the type’s color
  • 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

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. Choose a delay from 1, 2, 4, 6, 12, 24, or 48 hours, or 7, 14, or 30 days. The template can use customer name, appointment type, date, time, and organization placeholders.
Aftercare currently uses SMS. It consumes notification credits in the same way as other customer SMS messages.

Deleting an appointment type

Deleting a type also removes its aftercare configuration. Shared custom fields are unbound from the deleted type; a custom field used only by that type is deleted together with its saved values. Historical appointments are not deleted. Their live relationship to the type is removed, although calendar cards may continue to show a cached name and color.
Deactivate a type when you want to stop using it for new work while preserving its historical reference. Delete it only when you no longer need that reference.