Appointment Types: Professional Edition

Simply Schedule Appointments is based on appointment types. You’ll set up an appointment type for each type of appointment that your customers should be able to book, e.g. ’30 minute phone call’ or ’20 minute product demo’. To view the list of appointment types, select Appointment Types on the Simply Schedule Appointments menu bar.

The Simply Schedule Appointments menu bar

To add a new appointment type, click the + Add New button at the top right.

The Add New button on the Appointment Types screen

You can also click on any existing appointment type to edit it. These are the settings available for appointment types in Simply Schedule Appointments Basic Edition:

Basics

Screenshot of the basics for an appointment type

Appointment Type Basics settings

Name:
The name of the appointment type, e.g. 30 Minute Phone Call. This name will display to your customers.
Duration
The length of the appointment type. Can be set in minutes, hours, days, or weeks.
Label:
A color label for this appointment type. This is for admin use only and does not display to your customer.
Slug:
The slug is automatically assigned to your appointment type the first time it’s saved, so you won’t see this field if you’re creating a new appointment type. After the appointment type is saved, the slug is visible, and can be edited. The slug is used in conjunction with the ssa_booking shortcode to display a specific appointment type for booking.
Booking View:
When customers are booking an appointment of this type, should they see a weekly or a monthly view for the appointment dates?
Instructions:
Brief instructions for your customer about appointment logistics. This is shown on the booking confirmation screen and is included in email confirmations to your customer.

Availability

Availability settings for an appointment type

Appointment interval:
Set the available starting times for an appointment of this type. Appointments can be available every 10, 15, 20, 30, or 60 minutes.
Availability
Use the availability table to mark the times that you’re available for appointments each week.

Availability Table

By default, each new appointment type will show availability from 9am to 5pm, Monday through Friday with a one hour break from noon to 1pm for lunch. However, the availability is completely customizable.

To add time to your availability, just place the mouse over the table and click and drag the pencil cursor to draw new available times. To subtract time from your availability, place the mouse over the available time and click and drag the eraser cursor to erase available times.

If you need to start earlier in the day, click the + button at the top of the time column to show additional morning hours. If you need to end later in the day, click the + button at the bottom of the time column to show additional evening hours.

If you have enabled Advanced Scheduling Options in the settings, some additional settings will be shown here. See our article on Advanced Scheduling Options for information about those additional settings.


Scheduling Options

Scheduling Options settings for an appointment type

Buffer Before:
An amount of free time prior to each appointment. Intended to provide you time to prepare for the appointment.
Buffer After:
An amount of free time after each appointment. Intended to provide you time to wrap up after an appointment.
Notice
How much notice is required when booking this type of appointment. Intended to prevent customers from being able to book appointments at the last minute.
Per Day Limit
Limits the number of appointments of this type that can be booked in day.

If you have enabled Advanced Scheduling Options in the settings, some additional settings will be shown here. See our article on Advanced Scheduling Options for information about those additional settings.


Payments

This section will be available if you have enabled Payments and then enabled and connected either PayPal or Stripe .

Screenshot of payments settings for an appointment type

Payments settings for an appointment type

Is payment required to book an appointment?
There are three options here. Required means that the customer will be required to submit a valid payment in order to reserve a payment time. Your customer will not be able to book an appointment without paying. Optional means that your customer will have the option of paying at the time of booking, or can select to pay later. They will be able to book an appointment without paying. No payment required means that the customer will not see a price associated with the appointment type and will not have any option to pay.
Price
The price of an appointment of this type
Currency
The currency for payments for this appointment type. By default, this currency matches the default currency set in the Payments settings
Refund policy
Your refund policy for your customers. This will be displayed on the booking form when your customer is booking and will be included in notification emails to your customer as well.
Payment methods
The payment method or methods that you wish to take for this appointment type. If you select more than one, your customer will have the option to select one when booking an appointment.

Google Calendar

You’ll see this section if you have enabled and connected Google Calendar sync.

Screenshot of Google Calendar settings for an appointment type

Google Calendar settings for an appointment type

Sync appointments with this calendar
Select one Google calendar here. This is the calendar that newly booked appointments will be added to. These are the Google calendars to which you have write access.
Check these calendars for conflicts
Select none, some, or all here. These are the calendars that will be checked for conflicts by Simply Schedule Appointments. A scheduled event on any selected calendar will block that time from being available for appointment booking. These are the Google calendars to which you have read access.

Mail Chimp

You’ll see this section if you have enabled and connected MailChimp.

Screenshot of the MailChimp settings for an appointment type.

MailChimp settings for an appointment type

Customers will have the option to subscribe to which MailChimp list?
Select one MailChimp list. When customers book an appointment, they’ll have the option to join the selected list to receive MailChimp messages from you.
Text to display next to opt in checkbox
Required. Set the text that will display next to the opt in checkbox when your customer is booking an appointment.

Webhooks

This section will be available if you have enabled Webhooks. For more information, please see our documentation article about webhooks.


Customer Information

In the Professional Edition, you have the ability to set custom fields for collecting customer information. For more information, please see our documentation article on on setting up custom fields.


Notifications

Notifications settings for appointment types

By default, an email notification is sent to both the appointment administrator and the customer when an appointment is booked and when an appointment is canceled. You can edit or disable these notifications in Settings > Notifications. Use the handy edit buttons available here to jump directly to a notification to edit it.