Create and edit an appointment type

What it is for

An appointment type is what your clients pick on your page: “30-minute consultation”, “Discovery call”… Each type has its own duration, location, price and rules.

Before you start

Owner or Manager role. A paid type requires an active payment method (see Choose how to get paid). The limit of active types depends on the plan (see Plans and limits).

Step by step

1. Click Types in the menu. If the list is empty, Add examples creates four editable types (Discovery call, 30- and 60-minute consultations, Group workshop).
2. Choose a format in the tiles at the top (One-on-one, Group, Collective, Round robin) or scroll down to the New appointment type form.
3. Fill in Title, Duration (min) (5 to 480) and Price ($) (0 for free).
4. Choose the Location (video conference, phone, in person…) and, in Details, the link, address or number: the client receives it in the confirmation email. For a video link created automatically, see An automatic video link for each appointment.
5. Set the rules: Buffer before (min) and Buffer after (min), Minimum notice (hours), Bookable up to (days), Slot interval, Maximum per day, Maximum per week, Cancellation allowed up to (hours before).
6. If needed, add Questions for the client (Ask clients questions when they book), a Message after booking or a redirect address.
7. Leave Active ticked to publish the type, then click Save.

Expected result

The message “Saved.” appears. The type shows in the table with its direct address (…/r.php?c=your-page&t=type) and, if active, on your booking page.

Tips

• Untick Active to remove a type from the page without losing it.
• Delete erases the type if it has never been booked; otherwise it is only deactivated (“Inactive”).
• By invitation only hides the type: it can only be booked with a link created in Share your page and create single-use links.
• The Message after booking is shown on the client’s confirmation page; the redirect address (https://) sends them there after 5 seconds.

Common problems

“Give the appointment a title.”

The title is required.

“For a paid appointment, first enable a payment method (Settings › Payments).”

Set the price to 0 or enable Stripe, a mobile money/PayPal method or manual payment. See Choose how to get paid.

“Appointment type limit reached for your plan.”

Deactivate a type or change plan (Subscribe, renew and pay your invoice).

“Invalid price.”

The price must be a positive number (comma or point accepted) and not exceed the currency’s maximum.

My type does not appear on the page.

Check that it is Active, that it is not “By invitation only” and that the monthly booking limit has not been reached (the page then shows “Bookings are temporarily closed.”).

Related pages

Appointment typesAvailability