How to create an Appointment Type

 

Appointments types will allow you to categorize your appointments and create different types such as an online assessment, consultation, coaching call or PT session, and optionally turn on Video Calls.

 

1. You can create new appointments under Settings > Appointment Types > + NEW:
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2. Next, fill in the information in the pop-up dialogue:

  • Name - will be visible to your clients
  • Duration - choose between 15, 30, 45, 60, 90, and 120 minutes
  • Number of clients - NOTE: only 1:1 is available at the moment for virtual calls (meaning a trainer and a client in the call (two people total). As soon as you select "Group" the Type of Appointment options will grey out. Group calling is coming soon, stay tuned!
  • Type of Appointment - If you selected "1 on 1" previously, you can then choose whether that 1 on 1 appointment is in person or through the app (virtual video call).
  • Options - can select whichever apply
    • Require session credit
    • Allow clients to cancel or reschedule
    • Show availability calendar client to self book

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3. When you're done, click ADD.

 

Added an appointment type and now want to make changes? Here's what you can and cannot edit after saving an appointment: How to edit Appointment Types (and what gets grandfathered)

 

 

  


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