This article describes both 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.
|Taxes||A 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 Service||A setting that determines whether your clients will attend the Appointment in person, at your studio, or remotely via a Zoom meeting. To create an in-person Appointment, select This is an In-Person service. To create an online Appointment, select This is a Virtual Zoom Service.|
For online Appointments, the following settings will appear:
You must have a Zoom account connected with WellnessLiving to host an online service. For more information, see Zoom integration.
|Client Online Booking||A setting that specifies whether clients can book Appointments of this type online. Your choices are:|
|Staff Booking||The client types for which staff members can book Appointments of this type. Your choices are:|
|Locations||The business locations at which Appointments of this type will be available.|
|Staff||The 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 a staff member or client schedules the Appointment, only the staff members selected here will be available for selection.
|QUICK Buy Settings||A 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 Restriction||A setting that determines whether or not the Appointments of this type are restricted to clients in a certain age range. Select one of the following options:|
Note When 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.
Note The 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 Questions||A setting that allows you to ask clients one or more questions when they book Appointments of this type. Your choices are:|
|Staff Selection||Options related to the selection of staff members for Appointments of this type. Your choices are:|
|Assets||An option that allows you to select whether Assets are required for this type of Appointment. For more information, see Automatically booking BOOK-A-SPOT??? assets for Appointments, Classes, and Events.|
|Custom Business Policies||A 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 exposes 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 Interval||The time interval used when booking this type of Appointment. Your choices are:|
For example, 15 minute intervals will allow you to book at 1:00 p.m., 1:15 p.m., 1:30 p.m., etc., whereas half-hour intervals will allow you to book at 1:00 p.m., 1:30 p.m., 2:00 p.m., etc. For more information, see Booking intervals.
|Take Notes||A setting that allows you to enable note taking for Appointments. You choices are:|
|Visit Session Value||The 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.|
|Notifications||An option that allows you to select whether clients and staff members are notified of changes to booked Appointments.|
|Quick Search Tags||The 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:
Quick Search Tags are not customizable.
|Revenue Category||The 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: