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Appointment type settings

Published 15 October 2026, Updated 15 October 2026

Click Settings. The window Appointment type settings has one tab per type, a General tab and a + tab to create a type. Buttons at the bottom: Delete, Reactivate, Save, Cancel. Changes in several tabs are saved together with Save.

The Settings button and the opened settings window with its tabs
The Settings button and the opened settings window with its tabs

General tab

Read-only values defined by the application:

ValueMeaning
Contact emailContact shown to members.
Calendar intervalLength of one row of the calendar, in minutes.
Maximum months in advanceHow far ahead members can book (or No limit).
Display start time / end timeHours shown on the calendar.
Closed weekdays / Closed datesClosures that apply to every type.
The General tab
The General tab

Type tab: full option reference

OptionPurposeEffect for membersRecommended use
Internal keyFixed identifier created for a new type.Not shown.Read only.
Available for schedulingSwitches the type on or off.Off: members can no longer book it.Keep off while preparing a new type.
ResetRestores the type’s default values after confirmation.Unsaved changes in the window are lost.Use if the type was set up wrongly.
TitleName of the type. Required.Shown in the type list.Short and clear.
Short descriptionOne-line summary.Shown under the list when choosing.Say what the appointment is for.
Calendar descriptionLonger explanation.Shown above the calendar.Instructions, documents to bring.
Duration modeFixed duration or Flexible duration.Fixed: every appointment same length. Flexible: the member chooses up to a maximum.Fixed for standard visits.
Fixed duration (minutes)Length of each appointment. Also sets the time step of the range picker.Seen as “Each appointment lasts exactly N minutes”.Match the real meeting time.
Maximum duration (minutes)Longest flexible appointment. Blank = until the end of the business period.Seen as “up to N minutes”.Limit long bookings.
Minimum advance daysDays of notice needed. 0 = same day allowed.Earlier days are not offered.1 or more to avoid last-minute bookings.
Rescheduling cutoff daysDays that must remain before the start for a member to move it. 0 = until it starts.After the deadline the member can only cancel.Protect your preparation time.
Maximum future appointments per userUpcoming bookings of this type per person. 0 = no limit.Blocks extra bookings with a message.1 for one-time services.
Concurrent appointmentsHow many appointments may share a time.When full, the time shows Already scheduled.Number of staff able to receive members.
Related licenceLinks the type to a licence application.The type is hidden for members who still have that application open.Use to avoid duplicate bookings.
Billing itemsOne accounting item per line as CODE=quantity. Blank = free.Member sees Order details and must pay by card (managers may enter an invoice number).Only enter codes that exist in accounting.
Closed weekdaysDays when the type is never offered.Cells marked Closed.Weekends.
Closed datesSingle dates or ranges that are closed, one per line.Cells unavailable on those dates.Holidays and vacations.
Specific available date/time rangesExceptions that open a time even on a closed day.Cells become Available.Extra Saturday sessions.
Allowed start minutesMinutes past the hour when an appointment may begin (0, 15, 30, 45). At least one needed.Only those cells are Available; others are “Open, not a start time”.0 and 30 for half-hour slots.
Weekly business hoursPeriods per weekday. Empty = closed.Only these hours can be booked.Match the opening hours.
The top of a type tab with Internal key, Available for scheduling, Reset and Title
The top of a type tab with Internal key, Available for scheduling, Reset and Title
Duration mode, Fixed and Maximum duration fields
Duration mode, Fixed and Maximum duration fields
Advance days, rescheduling cutoff, maximum per user, concurrent appointments and related licence
Advance days, rescheduling cutoff, maximum per user, concurrent appointments and related licence
The Billing items box
The Billing items box
Title, Short description and Calendar description fields
Title, Short description and Calendar description fields
The Allowed start minutes tick boxes
The Allowed start minutes tick boxes

Creating a new appointment type

  1. Click the + tab. A new tab named New appointment type appears.
  2. Fill Title; the internal key follows it automatically.
  3. Complete descriptions, duration, limits, billing, closures, start minutes and business hours.
  4. Tick Available for scheduling once ready (new types start switched off).
  5. Click Save. A confirmation message appears and the page reloads.

Deleting, reactivating and resetting

ActionEffect
DeleteRemoves the type from members. It becomes “(inactive)” in the tab title. Existing appointments are kept; owners can still manage their upcoming ones.
ReactivateBrings an inactive type back.
ResetRestores defaults after a confirmation (“Reset to defaults”).
SaveValidates and stores all tabs. Errors appear in red at the bottom, for example a missing title, invalid business hours, overlapping periods or an invalid billing item.
The + tab creating a new type
The + tab creating a new type
The Reset to defaults confirmation
The Reset to defaults confirmation
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