Appointment Types Guide

An appointment type is a service people can book with you — a quick chat, a strategy session, a class. Each one has its own length, price, location, and rules, and gets its own link on your public booking page. Create and manage them from the Appointment Types page in the sidebar.

• Event name — the title bookers see, e.g. “Quick Chat” or “Strategy Session.”
• Website URL — the end of the booking link (e.g. /you/quick-chat). It's generated from the name until you edit it, and a live preview shows the full link.
• Description — what the appointment is about. Long descriptions are trimmed on the booking page, with the rest behind “Read more.”

Every appointment type uses your global availability by default. Turn on Use custom availability for this appointment type to give it its own weekly hours and date overrides. Dates you block on your global Availability page still apply. If you leave every day off, this type won't be bookable.

• Duration(s) — offer a single length or several (15m, 30m, 45m, 1h, 1h 30m, 2h, 2h 30m, 3h). Need something else? Choose Custom and enter any length from 5 minutes to 24 hours — add as many custom lengths as you like. If you offer more than one, bookers choose their preferred length when booking, and each length gets its own price.
• Color — pick from the preset palette or a custom color. It's used on your booking page, unless you've set an accent color in Settings.
• Photos — add up to 10 photos (JPG, PNG, WebP, or GIF, 5MB each) to show off the service. The first one is your featured image.

Choose where the appointment happens:

• No location — nothing specified.
• Online meeting — a video call. If your Zoom account is connected you can turn on Auto-create Zoom meeting to generate a unique link per booking (see the Zoom guide), or enter your own meeting service, link, and joining instructions.
• In-person address — a physical address shown to bookers.
• Online or In-person — offer both and let the booker pick at booking time.

Collect what you need before the appointment by adding custom questions — single-line text, multi-line text, dropdowns, checkboxes, radio buttons, file uploads, or a text block for instructions. Mark each one required or optional, and reorder them as you like.

Custom intake forms are included on Pro and Expert, and Starter can add them for $5/month from Billing. If you lose access, your saved questions are kept, but bookers won't see them until intake forms are back on.

• Buffer before / after — reserve 5, 10, 15, or 30 minutes around each appointment so you're not booked back-to-back.
• Booking window — how far ahead people can book, from 1 to 365 days (60 by default).
• Minimum notice — how close to the start time someone can still book, up to 168 hours (1 by default).
• Max bookings per day — an optional cap of up to 50 on how many of this appointment you'll take in a day.

These rules fine-tune the open times that come from your availability and connected calendars.

Turn on Show pricing on this appointment type to set a fixed price per duration or a sliding scale. With no payment provider connected, prices are simply displayed; connect one to collect them. See the Taking payments guide for the full walkthrough.

Turn on Sell as a series of appointments to group 2 to 24 sessions into one bookable package. Bookers pick all of their times before confirming. Set the spacing between sessions:

• Flexible — bookers pick any times they like.
• Set a gap — an exact gap or a range (say, every 4–6 weeks) in days, weeks, or months. After each pick, the calendar jumps ahead to the first opening in that gap, and bookers can still choose another date if they need to.

Later sessions can only be booked once they fall inside your booking window, so raise the window if you want people to plan a long series in one go. If you charge for the series, you can set a flat series price instead of multiplying the per-session price. A series can't also be a group event or allow additional guests.

Turn on Allow multiple people to book the same time for classes, webinars, or office hours, and set the maximum attendees per session (2 to 1,000). Two optional extras:

• Show “X spots left” — shows the remaining seat count, never attendee names.
• Waitlist — people can join a waitlist when the session is full. You confirm them into freed seats yourself; no one is enrolled automatically.

Group events can't require approval.

By default an appointment type uses your account-wide reminder settings; turn on Override account reminder defaults to change them for just this one. See Reminders & notifications. The options are:

• Require phone number from booker — on by default.
• Require approval before confirming — requests stay pending until you approve them, and unanswered requests are auto-denied after 24 hours, 48 hours (the default), 72 hours, 7 days, or never.
• Allow bookers to reschedule their confirmed time — on by default.
• Allow additional guests — on paid plans, bookers can invite up to 10 guests by email. Guests get the appointment details only after confirming their invitation, and they can't change the booking.
• Visibility — Active lists it on your booking page for anyone to book; Unlisted keeps it off your booking page and out of search results but still bookable by anyone you send its private link to; Draft hides it from everyone but you.

• Share — open an appointment type to copy its booking link, a direct link with a pre-selected duration, or embed code. See Your booking page.
• Reorder — drag appointment types on the list to change their order.
• Duplicate — use the copy icon on the list to make a copy with all the same settings.
• Delete — open the appointment type and use the Danger Zone at the bottom. This is permanent.

The number of active appointment types depends on your plan:

• Free — 1
• Starter — 5
• Pro — 10
• Expert — Unlimited
• Expert — Unlimited

The Appointment Types page shows how many you've used; see pricing to compare plans.

Contact us or email support@wellbooked.net — we aim to respond within 1 business day.