Appointment type advanced settings

This article describes all the advanced settings that are available when you are creating or modifying an appointment type.

To learn about the general information settings available when creating or modifying an appointment type, see Appointment type general information settings.

SettingDescription
TaxesA setting that allows you to select whether taxes apply to appointments of this type. If you have configured taxes, and taxes apply to appointments of this type, select each tax type that applies.
In-person or Virtual ServiceA setting that determines whether your clients will attend the appointment in person at your studio, or remotely via a Zoom meeting or other non-integrated virtual service.

  • To create an in-person appointment, select This is an in-person service.
  • To create an online appointment using Zoom, select This is an integrated Zoom virtual service. This option will only display if your business is connected to a Zoom account. For more information, see Zoom integration.
  • To create an online appointment using a non-integrated virtual service provider, select This is a non-integrated virtual service.

For online appointments using Zoom, the following settings will appear:

  • Enable Zoom waiting room – This setting will allow clients to wait in a Zoom waiting room for the service to begin.
  • Disable Zoom waiting room – This setting will not allow clients to wait in a Zoom waiting room for the service to begin.

NoteIf you select This is a non-integrated virtual service, staff members must add a valid URL for the virtual service to the NON-INTEGRATED VIRTUAL SERVICE LINK field when booking an appointment. For more information, see Booking an appointment.

NoteIf you select This is an in-person service, you can enter a maximum of 8,192 characters in the DESCRIPTION field. If you select This is an integrated Zoom virtual service, you can enter a maximum of 2,000 characters in the DESCRIPTION field. The maximum character count for non-integrated virtual services will vary depending on the provider. For more information about the DESCRIPTION field see Appointment type general information settings.
ClassPass IntegrationA setting that allows clients to integrate and share data between their ClassPass account and their WellnessLiving account. By default, the ClassPass integration is disabled. For more information, see Enabling and disabling ClassPass integration.

NoteAfter enabling ClassPass integration, you must ensure that the CLASSPASS option is set to ON when you schedule appointments or classes to allow clients to book the sessions through ClassPass.
Client Online BookingA setting that specifies whether clients can book appointments of this type online. Your choices are:

  • Clients can book online – Clients can book appointments online.
  • Disable booking online – Clients cannot book appointments online.
  • Only selected client types can book online – If you choose this option, you must select the checkbox for each client type that can book online from the list.
Staff BookingThe client types for which staff members can book appointments of this type. Your choices are:

  • Staff can book all Client Types – The appointment will be open to clients of any type.
  • Staff can only book selected Client Types – If you choose this option, you must select the checkbox for each client type that staff members can book from the list.
LocationsThe business locations at which appointments of this type will be available.
StaffThe members of your staff who can offer appointments of this type. This field is required.

You can specify one or more staff members. When a staff member or client schedules the appointment, only the staff members selected here will be available for selection.

QUICK Buy SettingsA setting that allows you to select whether QUICK Buy products are available for appointments of this type. If you select QUICK buy products are available for this service, you can select which QUICK Buy products are available. For more information, see Quick Buy.
Age RestrictionA setting that determines whether the appointments of this type are restricted to clients in a certain age range. Select one of the following options:

  • Open to all ages – appointments of this type will not be restricted by age.
  • Restricted to certain ages – If you select this option, enter the Minimum Age or Maximum Age that clients must be within to book the appointment. You can also select an Age Range if you want to make the appointment available to clients within a particular age group. If you want the age restriction to be displayed to clients, set the Display age restriction to clients option to ON. If this option is set to OFF the appointment type will not be displayed on your schedule to clients who do not meet the age requirements.

Clients can’t book a service with an age restriction if they haven’t entered their date of birth on their client profile.

NoteWhen appointment types have an age restriction, clients must be the correct age at the time of booking to successfully book an appointment. For example, if an appointment type is restricted to clients who are age 18 and above and a client is going to turn 18 in two days, the client cannot book an appointment that takes place in three days, even though they will be the correct age when the appointment takes place.

NoteThe Display age restriction to clients setting only affects clients who are logged in to their accounts. Clients who are not logged in will be able to view all services and will not see any indication that age restrictions exist even if this option is set to ON.

NoteConfirmation is required for staff members to book a client whose age is outside of the specified age range for an appointment with an age restriction.
Customer QuestionsA setting that allows you to ask clients one or more questions when they book appointments of this type. Your choices are:

  • Ask the client a question when they book – The client will be asked the specified questions at the time of booking. To specify a question, type the question in the field provided. If you want to enter more questions, click New question, as required. If you enter more than one question, you can click the number control to set the order in which the specified questions will be presented.
  • Don’t ask the client a question when they book – The client will not be asked any questions at the time of booking.
Staff SelectionOptions related to the selection of staff members for appointments of this type. Your choices are:

  • Allow gender selection when booking – The client can choose the gender of the staff member at the time of booking.
  • No gender selection when booking – The client will not be able to select the staff member’s gender.
  • Allow clients to select a staff member when booking an appointment – The client can select their preferred staff member from the list of eligible staff members (i.e., those selected above under Staff members).
  • Don’t allow clients to select a staff member when booking an appointment – The client will not be able to select a staff member.
AssetsAn option that allows you to select whether Assets are required for this type of appointment. For more information, see Adding BOOK-A-SPOT™ assets to services.
Custom Business PoliciesA setting that allows you to apply custom business policies, such as booking policies or automatic attendance tracking, to appointments of this type.

To apply custom business policies, set this option to ON, which displays the appointment-specific business policy settings. The values of the appointment-specific business policy settings are automatically pulled from the Business Policies page. Therefore, you only need to change the specific values that you want to customize. For details on all the available options for appointment-specific business policies, see Business policy settings.

Booking IntervalThe time interval used when booking this type of appointment. Your choices are:

  • 15 minutes
  • 30 minutes
  • 1 hour
  • 90 minutes
  • Custom booking time

For example, 15-minute intervals will allow you to book at times such as 1:00 p.m., 1:15 p.m., or 1:30 p.m., whereas 30-minute intervals will allow you to book times such as 1:00 p.m., 1:30 p.m., or 2:00 p.m. For more information, see Booking intervals.

NoteIf an appointment is booked for a session, booking intervals for that appointment begin at the end of their unavailable time or session.

For example, if a 90-minute appointment has booking intervals of 1 hour when the appointment is booked at 10:00 a.m., it can be available to book again at 11:30 a.m.

Take NotesA setting that allows you to enable note taking for this appointment. Your choices are:

  • None – Notes are not enabled.
  • Quick – Notes can be taken in a general notes section.
  • SOAP – Notes can be taken in the SOAP (Subjective, Objective, Assessment, and Plan) format.
Visit Session ValueThe session value of a single appointment (or visit). A single visit can be equal to one session or a custom session value of your choice.
NotificationsAn option that allows you to select whether clients and staff members are notified of changes to booked appointments.
Quick Search TagsThe Quick Search Tags that apply to appointments of this type. In the list, select all the Quick Search Tags that apply.

Quick Search Tags help categorize your appointment for clients who are searching for new services on WellnessLiving.com. For example:

  • If this is a personal training session, add both Strength and Conditioning and Cardio Conditioning.
  • If you are offering a martial arts consultation for evaluating your clients before recommending classes, add Martial Arts.
  • If you are offering a service that does not fit into any of the Quick Search Tag options that are available, choose the closest available option or leave it blank.

Quick Search Tags are not customizable.

Revenue CategoryThe revenue categories to which the appointment is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The appointment will be assigned to the selected revenue categories.

You can also manage revenue categories from here:

  • To add a new revenue category, enter a name for it in the box, and click ADD.
  • To rename a revenue category, click the revenue category’s Options button and select Edit .
  • To delete a revenue category, click the revenue category’s Options button and select Delete tag .
Was this article helpful?
(101 out of 103 people found this article helpful)
Cancel