What Are Appointment Types?
Appointment types let you:
Offer bookable sessions like “Talk with Pastor John”
Assign a host (e.g., a staff member)
Set available days and time slots
Define session duration and booking rules
Make it public or private
How to Create an Appointment Type
Go to Appointments
In the sidebar, click Appointments, then Create new.Fill in Basic Info
Name (e.g., Talk with Pastor)
Assign Users: Select who will host the meeting
Location: Choose where the meeting happens (e.g., via Phone, In-person or Via link)
Visibility: Set to Public (anyone can book) or Private (only staff)
Description: Add optional notes for the person booking
Click Save & Next.
Set Your Schedule
Select days (e.g., Monday–Wednesday)
Add available time slots per day
You can add multiple slots per day for breaks
Click Save & Next.
Configure Settings
Session Duration: Choose how long each meeting lasts (e.g., 30 minutes)
Schedule Start Date: When bookings can begin
Allow Booking Up To: Limit how far in advance someone can book (e.g., 30 days)
Optional toggles:
Prevent new bookings
Prevent cancellations
Click Create to finish!
View & Manage Appointment Types
Once created, all appointment types show in the Appointments tab. You can see:
Host name
Booking stats
Active dates
Edit or delete options under Actions
💡 Pro Tips
Keep names short and clear so users know what they’re booking
Use Private types for internal meetings or follow-ups
Update availability often during busy seasons
Combine with Forms to gather info from users before the meeting
What’s Coming Next
Google/Outlook calendar sync
Appointment insights and stats