How to Set Up Services or Appointment Types

This article explains how to set up Services or Appointment Types.

1. Click on Services.

2. Click on Add new service.

3. Basic Details lets you setup the following:
   1. Service Name – Name of the appointment
   2. Description – Description of what the appointment is.
   3. Location – Location can be a certain room.
      1. Add Online Meeting will do a Teams Meeting.
   4. Duration can be set for Days, Hours, or a variable of minutes long.
      1. Selecting Buffer Time adds time to the start of the meeting or end of the meeting for the staff member
   5. Price – This is for when a price is needed for the service with the following types.
      1. Price not set
      2. Fixed price
      3. Starting at
      4. Hourly
      5. Free
      6. Price varies
      7. Call us
      8. Price is not set.
   6. Notes is a field that you can add various information in
   7. Number of attendees is the number of people that can be in the appointment.
   8. You can also enable it so that people booking appointments can change the appointment if needed.

4. Availability Options sets the scheduling policy and Availability with the following options able to be changed.
   1. Time increments – This can be done between 5 minutes to 4 hours – Default 30 min
   2. Minimum lead time – This is done in hour long increments – Default 24 hours
   3. Maximum lead time – This is done in day long increments – Default 365 Days.
   4. Availability lets you set when staff are available and can be modified to different date ranges.

5. Assign staff is where you can assign staff that can do the task.
   1. You can also allow customers to choose staff for bookings.
6. Custom fields let you pick what information will be on the bookings page.  You can also set required fields.

7. Reminders and notifications are where you can setup email confirmations and reminders. Below is what you can do.
   1. Notify the business via email when a booking is created or changed.
      1. Note – this will potentially send multiple emails to the person that is getting booked to do work.
   2. Send a meeting invite to the customer, in addition the confirmation email.
   3. Enable Text Message Notifications.
   4. You can add additional information in the email confirmations.
      1. Example – Zoom meeting information etc.
   5. You can set emails to go out for reminders from 15 minutes before up to 2 weeks before. It can also send emails to both the staff member and the customer.