This article describes all the general information settings that are available when you’re creating or modifying an appointment type.
To learn about the advanced settings available when creating or modifying an appointment type, see Appointment type advanced settings.
NoteWhen the settings for a service are changed, those changes won’t apply to sessions of the service that you've already scheduled. Any upcoming sessions of the service that you’ve already scheduled must be canceled and scheduled again for the changes to apply. For example, if a service is scheduled for May 30 and the price of that service is changed on May 15, clients won’t have to pay the new price for the service. For the new price to apply, the service scheduled on May 30 must be canceled and then scheduled again.
| Setting | Description |
| Image | The image associated with this appointment type. Click this field to select and upload the image that will be used for this appointment. For more information about the recommended size and format for this image and where it will be displayed, see Recommended image size and format. |
| APPOINTMENT NAME | The name of the appointment type. Your clients can see the name you enter, so it should be both descriptive and brief. This field is required. |
| BOOK NOW TAB | A list of book now tabs allows you to sort your available services into categories for clients to view, making them easier for your clients to find. For more information, see Client Web App: Book now tab. If your business has multiple book now tabs, you can select the tab under which this appointment type will be displayed. If you haven’t created or modified any book now tabs, the default tab will be appointments. You can click Add Book Now tab to create a new book now tab. CautionIf you modify the book now tab for a service, the direct booking URL for that service will change. Any client who uses the original direct booking URL will receive an error message. |
| ACTIVE APPOINTMENT | An option that allows you to activate or deactivate this appointment type. When this option is set to OFF, this appointment type is deactivated and can’t be booked. You can’t deactivate an appointment type that has already been booked. In this case, you must remove all instances of the appointment from the schedule before you can turn the appointment type to OFF. |
| DESCRIPTION | A description of the appointment type. Your clients can see the description, so it should be both descriptive and creative, but brief. This isn’t a required field, but it’s highly recommended. |
| Add Special Instructions | Any special instructions your clients need to know regarding the appointment. For example, you can use this field to instruct your clients to bring clean indoor shoes to a fitness assessment. Clients can view special instructions from the MY SCHEDULE tab in the Client Web App and Achieve Client App, and in the appointment notifications sent to them. Clients who are booked into an appointment will only receive the special instruction in their booking confirmation email if the special instruction email variable is added to the email template. For more information, see Email variables. You can choose to hide special instructions from clients who have not booked an appointment:
|
| CALENDAR COLOR | The background color of the appointment type as it appears on your internal schedule. Use this to make it easier to distinguish your services from one another, or to simply liven up your schedule. |
| Duration | The length of time for the appointment. You can choose whether to include processing time:
You can also choose whether to include additional padding time. Padding time doesn’t affect the duration of the appointment:
When you modify the duration of an appointment type, it won’t affect the duration of any appointments that have already been booked. NoteAppointments can span multiple days if a business location’s open hours allow it. If you’ve set padding time for your service, keep in mind that padding time can roll over to the next calendar date, if needed. For more information, see Setting a location’s business hours. |
| Capacity | The maximum number of people that can attend an appointment of this type. For example, if you select 2, then two clients can book the appointment, but when a third client attempts to book the appointment, the client will be informed that the appointment can’t be booked with that staff member at that time. |
| Price | The pricing for appointments of this type. You must select one of the following PRICING TYPES and set a SERVICE PRICE for the appointment:
You can choose whether to allow clients to book drop-in sessions for the appointment by selecting one of the following:
You can also choose to offer an online discount, as follows:
NoteThe service price must be properly set even if you choose to only allow customers to use Purchase Options to pay for the service. This is because the service price is used to determine the price paid by customers to book an appointment of this type through Reserve with Google or ClassPass. The service price is also used for determining an amount if you charge a percentage-based cancellation fee in your business policies. Additionally, if the service price is set to zero, then appointments of this type will be considered free of charge even when using a Purchase Option. |
| Clients can use these Purchase Options | The Purchase Options that clients can use to book the appointment. When creating a Purchase Option, you need to select the appointment the clients will have access to using this option. For more information, see Session pass general information settings, Membership general information settings, or Package general information settings. |
| Set [Purchase Option] as the default Purchase Option when paying for this service | Allows you to select a default Purchase Option that will be used for the payment when a client books this appointment.
NoteIf the Visit Session Value for this service is greater than one, then a session pass that only allows a single visit can’t be selected as the default Purchase Option. |
| Client Booking Flow | The order in which clients will make selections when booking appointments of this type. You can select one of the following:
|
| Staff Booking Flow | Determines the order in which staff members will make selections when booking appointments of this type. This setting is only applied when the selected staff member is unavailable due to a booking conflict. To resolve the booking conflict, you can book an available staff member by selecting one of the following options:
|
| Require Staff Approval | A setting that determines whether your staff members need to approve a client’s request to book this type of appointment. Once a client requests an appointment booking, a staff member can approve or deny the request from the schedule, the dashboard, the Appointment Requested staff notification, the Booking Requests Report, or the Elevate Staff App. You have the following options:
If you select Staff must approve the booking request, the following options are displayed:
Notes
|
| Purchase Rules | A setting that specifies how clients can pay for appointments of this type. For more information, see Purchase rules. |
