Appointment types are what are shown to your potential customers and existing customers in the Members App and Website pages (if you make the available) to browse and make bookings.
Create a New Appointment Type
To create a new appointment type follow these steps:
Head to Settings and to the Appointments tab
Click on + Appointment
Follow the prompts to complete creation and click Submit
You have several options to choose from when creating appointment types and its important to understand how these impact the booking and payment process for the user booking. The Key areas to look out for are:
Appointment Categories
If you are planning on selling credit packs for your appointments e.g 10 Personal Training Session, then you need to ensure the appointment category is the same as the category of the pack you are selling. You can read more about appointment categories here.
Note: There are two types of credit packs, Classes and Appointments, each have their own set of categories be sure you have set your credit packs up correctly, appointments cannot be booked with class packages regardless of their category.
Pricing Structure & Upfront Payments
The majority of your appointments will be "Fixed Price", this means whatever is set as the price will be collected. This amount can be in a currency amount or a number of credits from a users package.
It's important to toggle on the option to collect payment upfront if you are enabling web or app bookings to collect payment when a user books.
If you decide later to change an appointment from free to paid, ensure to change the pricing structure to "Fixed Price" to ensure the price is charged.
Hosts & Host Types
You can accept appointment bookings for staff or facilities, you can choose the host type when setting up your appointment. It’s possible to select multiple hosts. If you do, the user will be able to choose which one they want to book with, depending on their availability. Before a user can book an appointment, you need to make sure the hosts have set their availability.
Before you can select a host for your appointment, you will need to create the staff member or facility and make them available for appointment bookings.