Appointment Configuration
Set up appointment types, availability slots, staff, resources, custom questions, and shareable booking links.
Create an appointment type
Steps
1. Go to Appointments → Configuration → Appointment Types and click Create.
2. Enter the appointment title, duration in hours, timezone, and scheduling category.
3. Configure timing: Schedule before (minimum hours), Schedule not after (maximum days), Cancel before (hours).
4. Choose staff assignment mode: Automatically or By visitor.
5. Enable Auto Confirm for immediate confirmation without manual review.
6. Click Save.
Scheduling categories
Choose the right category
| Category | Description | Best for |
|---|---|---|
| Recurring | Repeating weekly slots (e.g. Mon–Fri 9:00–17:00) | Regular consultations and ongoing meetings |
| Punctual | Slots within a specific date range | Events, campaigns, and limited-time services |
| Custom | One-off availability for a specific customer | Personal appointments and special projects |
| Anytime | Exposes full staff calendar | Support and flexible advisory sessions |
Configure availability slots
Key points
• For Recurring types, add weekday rows with start and end hours in the Availabilities tab.
• Add multiple rows to model lunch breaks (e.g. 9:00–12:00 and 13:00–17:00).
• For Custom types, add one-time From/To ranges for each availability window.
• Optionally restrict rows to specific staff or resources.
Assign staff and resources
Key points
• Add users in the Users tab when the service must be handled by specific staff.
• Create resources (meeting rooms, equipment) with Name and Capacity under Configuration → Resources.
• Add resources in the Resources tab of the appointment type.
• Enable Manage Capacities to track booked seats against a maximum limit.
Staff assignment modes
Two assignment modes
| Mode | Meaning | When to use |
|---|---|---|
| Automatically | System picks any available staff or resource | When customers do not need to choose a specific person |
| By visitor | Customer selects their preferred staff or resource | When different staff specialise in different areas |
Add custom booking questions
Steps
1. Go to Appointments → Configuration → Questions and click Create.
2. Choose question type: single-line text, multi-line text, phone, dropdown, radio, or checkboxes.
3. Mark Mandatory Answer for required questions.
4. Attach questions to the appointment type in the Questions tab.
Question types
| Type | Best for |
|---|---|
| Single line text | Short answers like name, address, or brief notes |
| Multi-line text | Longer answers such as problem description or requirements |
| Phone Number | Phone collection with format validation |
| Dropdown | One selection from a long list |
| Radio | One clear selection from a short list |
| Checkboxes | Multiple simultaneous selections |
Share booking links
Steps
1. Go to Appointments → Configuration → Invitations and click Create.
2. Select the appointment type and optionally a specific staff member or resource.
3. Click Save.
4. Copy the Short Code (/book/abc123) or the full Redirect URL.
5. Share by email, website, social media, or messaging channels.