Create Appointment Types

To schedule an appointment with your client, you'll first need to configure service types and availability. Follow these steps to create an appointment type:

Step 1: Access the Appointments module.

Step 2: Click on the Appointments type tab.

Step 3: Click on the New Appointments type button.

Step 4: Provide the service name, e.g., 30-minute consultation, and include a brief description.

Step 5: Choose a color to represent this service.

Step 6: Click on the Add New Time Availability button located next to Time Availability.

Step 7: Select the preferred day and time when you are available, and click "save" upon completion.

Optional: Utilize the Appointment Buffers feature to allocate time for preparation, rest, or travel before or after appointments. For instance, setting a 5-minute buffer before appointments will allow you 5 minutes of free time prior to the scheduled appointments. You may configure various buffer options such as Buffer Before Appointment (Optional), Buffer After Appointment (Optional), Appointment Max per Day (Optional), and Minimum Schedule Notice (Optional).

Step 8: Confirm the changes by clicking on Save Changes.