Appointments let people book a time with you or your team — pastoral counseling, prayer, one-on-one check-ins, pre-marital sessions, and more. You set up an appointment type once (who it's with, when you're available, and the rules), then share its public link so people can book themselves.
There's no need to add bookings by hand. You create the appointment type, and members book the open slots from a public page.
Step 1: Open Appointments
Go to Appointments from the main menu.
You'll see your stats at the top (Schedules, Open for bookings, Coming up bookings, Completed appointments) and a list of every appointment type you've created.
Use the search box or the Status filter (Open / Closed for bookings) to find a specific one.
Step 2: Create an appointment type
Click Create new in the top right. The Create new appointment type wizard opens with three steps.
Step 1 — General Info
Appointment Name — what people will see (e.g., "Talk with Pastor John").
Assign Users — the staff member or leader the appointment is with.
Location — via Phone, via Link, or In Person.
Visibility — Public (anyone with the link can book) or Internal.
Description — a short note about what the meeting is for.
Click Save & Next.
Step 2 — Schedule
Tick the days of the week you're available.
For each day, set a Start Time and End Time for your availability, and use Add Slot to offer more than one window in a day.
If the assigned person already has availability set elsewhere, you'll see it listed for reference so you can avoid overlaps.
Click Save & Next.
Step 3 — Settings
Session Duration (minutes) — how long each booking lasts (15, 30, 45, or 60). Your availability windows are split into slots of this length.
Schedule Start Date — the first date people can book from.
Allow Booking Up To — how far ahead people can book (10, 15, 30, 45, or 60 days).
Prevent Booking — turn this on to block bookings within a set number of days of the appointment, then set Prevent Booking X days before.
Prevent Cancellation — turn this on to stop people cancelling within a set number of days, then set Prevent Cancellation X days before.
Click Create. Your appointment type is now live.
💡 Tip: End time must be at least one hour after start time, and overlapping slots aren't allowed — the wizard will flag conflicts before you can continue.
Step 3: Let members book
Once the type is created, members book themselves — you don't add bookings manually. Open the appointment type and use Share to copy its public link, then send it out (email, text, your website, or social). See Sharing your booking link with members.
You can also embed the booking form directly on your website — open the appointment type, then choose Embed to your website from the actions list.
Step 4: Manage an appointment type
Open any appointment type to manage it. From the sidebar on the left you can:
Preview — see the public booking page exactly as members do.
Share — copy the public booking link.
Edit schedule — change available days, times, and settings.
Embed to your website — get the embed code.
Close to new bookings / Open to new bookings — pause or resume new bookings without deleting anything.
Delete schedule — permanently remove the appointment type.
⚠️ Note: You can't delete an appointment type while it still has active bookings. Cancel those bookings first (see Managing Appointment Bookings).
To view who has booked, open the appointment type and switch to the Bookings tab — covered in Managing Appointment Bookings.
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