Pausing and Archiving Appointment Types

An appointment type is always in one of three states. The Bookings column in the appointment types table shows which.

State	Can patients book it?	Can staff book it?	Where you still see it
Accepting bookings	Yes	Yes	Everywhere
Paused	No	Only with override permission, and a reason is recorded	The appointment types table, the staff Book appointment drawer, and the lists you use to set up sessions, schedules and availability templates, marked Paused
Archived	No	No, not even with override permission	Only the Archived view of the appointment types table

Neither pausing nor archiving touches appointments that are already booked. They go ahead as normal.

Paused or Archived?

• Pause a type you still offer but don't want booked right now, for example while a clinician is on leave or before a new service launches. It stays fully set up and in view, and you can start accepting bookings again at any time.
• Archive a type you no longer offer. It is retired: hidden from booking everywhere and from the day-to-day lists. You can unarchive it later if you ever need it again.

How to Get There

1. Open Configuration from the top navigation dropdown
2. Select Appointment Types
3. Click a type to open it

Pausing Bookings

Open the type and choose Pause bookings. Or, while editing the type, switch off Accepting bookings in the Bookings block at the top of the Basic Info tab. That change takes effect when you save.

Jump asks you to confirm first. The confirmation lists the booking links the type will drop off, and how many upcoming appointments are already booked. Those appointments are unaffected and will go ahead.

Once paused, the type comes off your public booking pages and patient links straight away, and staff can only book it with override permission.

Starting to Accept Bookings

Open a paused type and choose Start accepting bookings, or turn the switch in the Bookings block of Basic Info back on. Before the type goes live, Jump runs a readiness check.

Before it goes live. Both of these must pass, or you can't switch it on:

• A delivery method is switched on - in clinic, remote (video or phone) or home visit.
• A price is set, if online payment is required. Link a price or invoice item, or stop requiring payment, under Delivery & Pricing.

Worth knowing. These are warnings and never stop you:

• Not in any schedule or session. The type can be booked in name, but no slots will appear until you add it to a schedule or session.
• No eligible clinicians. For example, every clinician whose diary includes it is archived, or none of them is bookable online, so only staff can book it.

Where it will appear. The check lists the booking links the type will appear on. Staff booking and patient links also offer it, and any Who can book restriction to members is shown here too.

When you create a brand-new type, there is no confirmation. A new type isn't in any schedule yet, so the check would always warn. The block shows which booking links it will appear on instead.

Using the older appointment type editor? The switch is labelled Active and sits on the Booking Rules tab under Workflow & Visibility. Switching it off pauses the type in exactly the same way, but switching it on doesn't run the readiness check. Use Pause bookings and Start accepting bookings from the type's actions to get the confirmations and checks.

Booking a Paused Type as Staff

In the Book appointment drawer, paused types are listed with a Paused badge.

• With override permission (the permission to book outside available slots), you can pick a slot as usual. The appointment is booked as an override, and you are asked for a reason, which is recorded with it.
• Without it, the type is shown but can't be booked. A note explains that booking it needs override permission.

Archived types aren't offered at all, and override permission doesn't change that.

Patients never see a paused or archived type, wherever they book.

Setting Up a Paused Type Before It Goes Live

You can add a paused type to sessions, schedules and availability templates, so everything is ready the moment you start accepting bookings. It is marked Paused in those lists, and it is never ticked for you automatically. Archived types don't appear there.

Archiving and Unarchiving

To archive a type, open it and choose Archive under the destructive actions. If it is still accepting bookings, archiving pauses it too, and the confirmation lists the booking links it drops off.

An archived type:

• can't be booked by anyone, including staff with override permission
• is left out of the table's default view, and out of session and schedule setup
• keeps its existing appointments, which go ahead under the type's name and can still be rescheduled

To bring one back, open the Archived view, click the type and choose Unarchive. It returns as Paused, so it goes through the readiness check before it takes bookings again.

Table Views and Bulk Actions

The views at the top of the appointment types table:

• All types - every type except archived ones (the default)
• Accepting bookings
• Paused
• Archived

Tick several types to pause them, start accepting bookings, archive or unarchive them together from the bar that appears. When you start several at once, Jump runs the "Before it goes live" checks for each one, starts those that pass, and tells you which were held back and why.

Types Switched Off Before This Change

Before Paused existed, switching a type off hid it from the table, so to your practice it was already archived. Every type that was switched off before this change is now Archived. If you want one back, unarchive it and it returns as Paused.