How do I offer different kinds of appointment?
Give each kind of appointment its own name, length and place, such as a 30 minute video call and a 2 hour job visit at the customer's address, and choose which one your AI books when a customer does not say.
A kind of appointment is a name, a length and, if you like, where it happens. Every business starts with one, called Appointment. If you were already taking bookings, it keeps the length you had set; a new business starts at 60 minutes. Nothing changes until you add another.
Open Calendar, then the Booking settings tab, and find the Kinds of appointment card.
Add a kind
- Press Add a kind of appointment. A small form opens with two boxes.
- Type a Name, for example "Free call".
- Type a Length, in minutes, anything from 15 minutes to 12 hours.
- Press Save. The new kind appears in the list straight away.
You can have up to 20 kinds at a time. Two live kinds cannot share a name, so a second "Free call" is refused with the message "You already have a kind called that."
Change a kind
Press Edit on its row, change the name or the length and press Save. Bookings that are already made keep the time they were booked for.
Say where it happens
Open More options on the form and pick Where it happens. The default is Not shown, which is how every kind worked before.
- At your business. Customers get your business address from Settings, with a map link, in their confirmation.
- At the customer's address. The booking form asks for the address and will not send without it. The confirmation repeats it with a map link, and you see it with a map link on your calendar.
- Video call. A Video link box appears. Paste the link people use to join, starting with https://. Links that start with http:// or anything else are refused. It is one fixed link for every booking of that kind, so use a standing meeting room. Customers get it in their confirmation email and on their own change page. It is never shown on the booking page itself.
- Phone call. The booking form requires a phone number, and the confirmation says you will call them on it.
Each booking keeps the place it was made with. If you later change a video link or your business address, bookings already made do not change.
Choose the kind your AI books
One kind carries the badge "AI books this one". It is the kind your AI books when a customer does not say which. To move it, press Make this the AI's default on another kind. The badge moves, and there is always exactly one.
Stop offering a kind
Press Archive on its row. Customers can no longer book it and it leaves the list, and bookings already made for it are not touched. The default kind cannot be archived: pick another default first, then archive the old one.
Who can change this
Organization admins only, the same as the rest of the booking settings.
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More in Settings and your account
The other guides people read alongside this one.
- Where do I go to change something about my account or business?
Click Settings in the sidebar, it opens into a list of areas, click the one you need.
- How do I update my business name, logo, contact details or address?
Go to Settings, then General, update whatever's changed and press Save changes. Your logo, brand colour and contact details are what your customers see on the emails you send them. Only admins can save.
- How do I set my timezone and business hours?
Set them on the General tab. Your AI assistant and your scheduling tools both use these to know when you're actually open.
- How do I give my customers a link to sign in and see their documents?
Claim a short web address under General. Depending on your plan, that address becomes the one page your customers use to ask for a link, either a sign-in link or a link to their own progress.
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