Appointment types

Appointment types are what a booking can be, such as a site visit, with its default length and whether a customer may book it from their link. Every booking on the Calendar has one.

Go to Settings › Appointment types.

1. New appointment type: add a kind of booking.
2. Defaults: the length, and whether it needs a location. Suriya Solar has one type, Site visit (roof and power-bill check).

Tip

Keep one type per real kind of visit. If your site visit and your handover visit take different times, make them two types so the Calendar books the right length.

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Add an appointment type

1. Click New appointment type.
2. Fill in:
   • Label: for example Consultation.
   • Key: a short internal name. The key can’t change once created.
   • Default length (minutes): starts at 30. At most 1440 minutes (24 h).
   • Needs a location: on at first. Turn off for phone or video calls.
   • Customer can self-book: off at first. Turn on to let customers book it from their link. The type then shows Self-bookable.
3. Click Create type, or Cancel.

To change a type, click its pencil and then Save changes. To remove one, click the bin and confirm Remove appointment type.

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Where it shows up

• Every booking in the Calendar has an appointment type and takes its default length.
• Self-bookable types can be booked by customers from their link.
• Fields set to describe An appointment in Custom fields are asked when a visit is marked done.

Good to know

• Owners and Admins can open this tab, if your plan includes appointments.
• No appointment types yet? Add one, or install a Starter Pack to seed a set.
• Working hours are set in Settings › Working hours and holidays.

What’s next?

• Book a visit on the Calendar

Related articles

• Task types
• Custom fields