Appointment Types

Note

This feature is only available to users with a AppointmentBookingAdmin role.

As an admin, you will be able to configure and manage different types of appointments available for booking at your locations.

From the left-hand navigation bar, click the Appointment Types menu item to access a list of all currently configured appointment types.

From here, you can

• add new appointment types to your service
• remove existing types from the system.

Add a new appointment type

From the left-hand navigation bar, click the Appointment Types menu item to access a list of all currently configured appointment types.

To add a new type, click the Add a new appointment type button at the top of the page.

Fill in the following details:

1. enter the Name of your new appointment type as it will appear to bookers (mandatory)

   • note that this must be a unique value

2. enter the Duration in minutes to set the length of time this individual appointment will last, e.g., 30 mins, 60 mins. (mandatory)

Note

You have the ability to set a time limit on the availability of appointment types to be either always available or existing for a short period of time e.g., one off bespoke events, or seasonal events such as winter flu vaccination appointments.

3. define how long this appointment type will be available to bookers by checking/unchecking the Make always available checkbox:
   • Checked = appointment type is always available to bookers.
   • Unchecked = will only be available to bookers for a specified period of time.

     • Unchecking the box will display the Start Date and End Date fields which must be filled in. (mandatory)

       Note that this appointment type will ONLY be available to bookers between these configured dates, and will automatically be removed when the end date has passed.

Delete an appointment type

From the left-hand navigation bar, click the Appointment Types menu item to access the list of configured appointment types.

To remove a configured type:

1. click its associated Delete button.

2. a confirmation modal will be displayed:

   

   • clicking Ok will carry out the delete action
   • clicking Cancel will abandon the action.

Once deleted, the appointment type will no longer be available in the dropdown list for users to book; however, any existing bookings made using this type will not be affected.