How to Configure Appointment Types

Appointment types define the kinds of appointments your practice offers. Each type has its own settings across six tabs.

How to Get There

1. Open Configuration from the top navigation dropdown
2. Select Appointment Types

Click Create to add a new type, or click an existing type to edit it.

Basic Info Tab

The first tab covers the essentials:

• Accepting bookings - the switch at the top of the tab. Switching it off pauses the type: it stays set up, but patients can no longer book it. See the Pausing and Archiving Appointment Types article
• Name and Description - what the appointment is called and any notes for staff. Use the AI button to generate a description from the name
• Duration - choose from preset options (10, 15, 20, 30, 45, or 60 minutes) or enter a custom duration
• Colour - pick a colour for the calendar display

Delivery & Pricing Tab

Configure how appointments are delivered (in-person, video, phone) and set up pricing with Stripe or Xero. Enable group/class bookings here too. See the Appointment Delivery Modes and Pricing article for full details.

Scheduling Tab

Control buffer times, minimum notice, maximum advance booking, and cancellation windows. See the Appointment Scheduling and Booking Rules article for full details.

Booking Rules Tab

Set per-patient booking limits. See the Appointment Scheduling and Booking Rules article for full details. In the older version of the editor this tab also carries the Active switch, which is the same thing as Accepting bookings.

Questionnaires Tab

Attach questionnaires that patients receive when they book:

• Add one or more questionnaires
• Mark each as required or optional
• Set conditional logic if needed

See the Appointment Questionnaires and Notifications article for more.

Notifications Tab

Configure which notifications are sent and when:

• Choose triggers: booked, rescheduled, reminder, cancelled
• Choose channels: Email, SMS
• Set reminder timing (e.g. 24 hours before the appointment)

See the Appointment Questionnaires and Notifications article for more.

Managing Appointment Types

Click a type in the appointment types table to open it. From there you can:

• Edit appointment type - update any settings
• Duplicate - copy all settings to create a similar type quickly
• Pause bookings or Start accepting bookings - stop new bookings for a while, or take them again. A paused type stays set up and in the table
• Archive - retire a type you no longer offer. It is hidden from booking everywhere, and you can unarchive it later
• Delete - permanently remove the type

Pausing and archiving work differently. See the Pausing and Archiving Appointment Types article.

Tip: Use Duplicate when creating a variant of an existing type (e.g. a 30-minute version of a 15-minute appointment). All settings are copied, including billing and notification configuration.