Creating an Appointment

An appointment is a service your customers can book: a call, a consultation, a session, a workshop. It has a length, the days and hours it can be booked, and a price if it isn’t free.

You need to install the Appointments app to create appointments.

Creating a New Appointment

1. Go to Appointments on the navigation menu and select Appointments.
2. Click New Appointment.
3. Enter the Appointment Name. Your customers see it when they book.
4. Under Questions, select the questions to ask when someone books this appointment, if any. See Questions.
5. Select the Owner:

• Admin: the appointment runs on your company’s hours. Select the Working Days and enter the Starting Time and Ending Time.
• Employee: each employee you add has their own days and hours. See Employee Appointments.

6. Select the Appointment Type: Free, or Paid and enter the Amount.
7. Open Scheduling and check the fields described below. They start with the defaults from Settings > Appointments.
8. Click Save.

Scheduling

Field	What it does
Appointment Duration	How long each booking takes, as hours and minutes (01:00 for an hour). The calendar offers a time every this many minutes from the Starting Time.
Reminders	When the reminder email goes out: No reminder, or 15 minutes to 1 day before the appointment.
Minimum Notice (Hours)	How many hours ahead customers must book. 0 lets them book any time that hasn’t started.
Booking Window (Days)	How many days ahead customers can book, today included. 0 sets no limit other than Recurring.
Cancellation Notice (Hours)	Until how many hours before the start customers can cancel from the client portal.
Recurring	How far ahead the calendar opens: Weekly (a week), Monthly (a month) or Yearly (a year).
Approval Control	Yes makes every new booking wait for your approval.

Note: The minimum notice, the booking window and the cancellation notice apply to your customers. You and your team can book any free time from now on, and cancel any open booking.

The Appointment’s Calendar

Click an appointment’s name to open its calendar. The free times show with the appointment’s name; booked times show the name of the person who booked. Use the buttons at the top right to switch between a month, a week and a day, and click a free time to book it. See Taking Bookings.

Managing Appointments

• Edit: point at the appointment’s row and click the pencil (Edit). Changes apply to new bookings; existing bookings keep their time.
• Disable: open the appointment with Edit and turn off Enabled, or select appointments in the list and click Disable. A disabled appointment can’t be booked and its shared link stops working; its bookings stay.
• Delete: point at the row and click the bin (Delete).
• Export: click ⋯ at the top right of the list and select Export to get your appointments as an Excel file.

Note: Deleting an appointment deletes its bookings too. To stop taking bookings but keep the ones you have, disable it instead.