Create and manage appointment types

Define the 1-on-1 services clients can book — set the name, duration, price, and buffer time between sessions.

Prerequisites

  • • Feature: Appointments must be enabled in Settings → Features.

• Role: Owner or Manager

1

Open Appointments

Click "Appointments" in the sidebar. The page has two tabs: Appointment Types and Bookings.

2

Click "+ Create New Type"

On the Appointment Types tab, click the button in the top right.

3

Fill in the details

Name (required): a short label clients see, e.g. "60-Minute Massage" or "Initial Consultation". Description (optional): what the session includes. Duration: choose 15, 30, 45, 60, 90, or 120 minutes. Price: enter a dollar amount, or leave at 0 for a free appointment — this is the base price. Buffer time: extra minutes added after the appointment before the next slot opens — useful for cleanup or prep time (options: none, 5, 10, 15, or 30 minutes).

4

Choose which practitioners offer this service

Under "Practitioners offering this service", check each practitioner who provides it. A new type starts with nobody checked, and "Select all" / "Clear all" above the list moves everyone at once — with a running count of how many are selected. For any practitioner, you can type a price in the box next to their name to override the base price just for them — leave it blank to use the base price. Members only see a service when booking with a practitioner who offers it, at that practitioner's price.

5

Save

Click Create. The type appears on the Appointment Types tab as an Active card. The practitioners you selected (and who have set availability) can now be booked for this service.

6

Edit or deactivate

Click Edit on any type card to change its name, description, duration, price, buffer, active status, or the set of practitioners and their per-practitioner prices. Clicking Deactivate (or toggling Active off in the edit form) hides the type from the member booking flow without deleting it. Inactive types can be reactivated at any time.

Tips
  • • Inactive types are shown in a separate "Inactive Types" section below the active list — they're never deleted, just hidden from clients.
  • • By default, services require approval: member bookings arrive as requests the practitioner confirms or declines (see "Approve or decline appointment requests"). Turn off "Requires approval" on a type to confirm those bookings instantly instead.
  • • "Can be split between two people": for long blocks that can serve one person OR two back to back (e.g. one 120-minute massage or two 60-minute ones), tick this and the booking flow asks the client "just me, or two people?" and collects the second guest's name. It stays ONE booking for the full duration and one payment — the practitioner sees a "2 guests" badge and the second name on the appointment, so nothing about pricing or the calendar changes.
  • • First-booking welcome email: each service can carry a subject and body that is emailed automatically the FIRST time a member books it — in addition to the normal confirmation, never instead of it. Perfect for intake instructions and what-to-expect notes. Fill in both fields on the service's edit page to turn it on; the variables ({memberName}, {serviceName}, {appointmentDate}, {startTime}, {studioName}) work like your confirmation emails. On the Bookings tab, each confirmed booking of such a service shows whether the welcome email was sent, with a "Resend" link for clients who missed it.
  • • Buffer time is added after the appointment end time, so if you set a 60-minute service with a 10-minute buffer, the slot blocks 70 minutes on the instructor's calendar.
  • • Price at $0 (or empty) shows as "Free" to members at booking.
  • • A blank price next to a practitioner means they charge the base price. Enter a number only when that practitioner charges something different.
  • • A new type can't be created with nobody checked — pick at least one practitioner, or the service would list but never be bookable. On an existing type, unchecking everyone takes it out of the member booking flow until you check someone again.
  • • One of your own practitioners only appears on your website's public Services tab if their profile has "Offers bookable services" turned on (Instructors → edit) — linking them to a service here is not enough on its own, which keeps class-only instructors off the Services tab. Wellness Partners are the exception: a publicly visible partner with a linked service is bookable automatically, no toggle needed.
  • • On each practitioner's profile (Instructors → edit) you can also set their "Service payout share" — the percent of each booking they receive; your studio keeps the rest. When you charge a completed appointment to the member, that share is added to what you owe the practitioner on Payouts (sidebar under Money) — nothing is charged to your card at that moment. It sits there alongside their class and membership earnings as ONE amount, and you pay it when you like with "Pay via Stripe" (or record an off-Stripe payment with "Mark paid" — useful for practitioners who never connected Stripe). The amount is fixed at the moment the client pays, so changing the percentage later never rewrites what was already earned. Leave the share blank for practitioners you pay another way, and see "Pay your instructors" for how paying works.
  • • There is no limit on the number of appointment types — create one per service you offer.

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