This article describes all the general information settings that are available when you are 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.
|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 that 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 have not created or modified any Book Now Tabs, the default tab will be appointments. You can click the Add New Tab button 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 cannot be booked.|
You cannot 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 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 is not a required field, but it is 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 does not affect the duration of the appointment:
When you modify the duration of an appointment type, it will not affect the duration of any appointments that have already been booked.
|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 cannot be booked with that staff member at that time.|
|Price||The pricing for appointments of this type. You can select one of the following:|
You can also choose to offer an online discount, as follows:
NoteThe cost value in the Clients can purchase individual sessions option must be properly set even if you choose to only allow customers to use Purchase Options to pay for the service. If customers book an appointment of this type through Google or ClassPass, this cost value is used to determine the price. Additionally, if the cost value 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 the 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.|
|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:|
|Back-to-Back Booking||Determines whether you can book consecutive time slots of this appointment type. You can select one of the following options:|
The Can be booked back-to-back setting will allow clients to book other appointments in consecutive time slots within the same booking flow, provided that those appointments also have this setting enabled.
|Multiple Appointment Booking||Determines whether multiple appointments that will take place at different times (not consecutive time slots) can be booked at one time.|
The Multiple Appointment Booking setting will allow clients to book other appointments in non-consecutive time slots within the same booking flow provided that those appointments also have the Can’t be booked back-to-back setting enabled.
|Require Staff Approval||A setting that specifies whether your staff members need to confirm booking requests for appointments of this type for clients to make the booking. Your choices are:|
NoteStaff members must accept an appointment booking for it to be counted as a visit on the related purchase option. If a client attends the session and the status of the appointment booking is not changed from Requested, then the session will not count towards the number of remaining visits on the purchase option.
|Purchase Rules||A setting that specifies how clients can pay for appointments of this type.|
For more information, see Purchase rules.