The Appointments scheduling feature allows you and your staff to set your availability and manage your schedules. Your clients will be able to check your schedule and book their own appointments.

To get started with Appointments, first you'll need to create your Appointment Types, which is what we'll cover in this guide. We'll also take a look at how to edit and archive existing Appointment Types.

Note. If you've already created your Appointment Types and are looking to schedule an appointment for a client, see Scheduling an Appointment for a client.

Head to Classes/Appointments >> Appointment Types. From here, you'll be able to:

Create a new Appointment Type

Click 'Create an Appointment Type'.

In the next step, you'll be prompted to complete the information below to set up a new appointment type:

  • Appointment name. Here, enter the name that best describes the service you're offering. Examples: 1 on 1, consultation, massage, check-in, etc.

  • Duration. This is the length of the appointment. If you offer shorter or longer appointments of the same type, you'll need to create a separate Appointment Type for each one. For example, a 30-minute massage would be an Appointment Type and a 60-minute massage would be a separate Appointment Type.

  • Slots start every. This setting allows you to configure when each slot starts. You can choose, 'Auto', which will start each slot based on duration and buffers, or select a value from the dropdown. In the example below, slots start every 15 minutes plus the times set in the before and after buffers.

  • Buffer - before. If you need to block some time before each appointment, enter the desired value in minutes. If not, leave "0"*.

  • Buffer - after. To block time after each appointment, enter the desired value. If no after buffers are needed, leave as "0"*.

    *Note. If both buffers are left as "0", the 'Slots start every' setting will apply. If 'Slots start every' and both buffers are set to "0", appointments will be back to back.

  • Description. Enter a description for the Appointment Type.

  • Select an Image. Appointment types are displayed in a gallery-style section both on the business side and the customer site. Here you can add the image that's displayed in the gallery.

  • Instructors. Select the instructors with availability for this Appointment Type. Please note that only instructors with availability for Appointments will be displayed here. If you haven't added your instructors' availability, see Managing instructor availability for Appointments.

  • Venue. Here you'll be prompted to select a venue. Appointments work with online venues and offline venues.

If you're using the Zoom integration, any appointments scheduled at this venue will automatically create a meeting in Zoom, just like classes. For more information about the integration with Zoom, see An Overview of the Integration with Zoom.

If you choose a physical venue, you'll be asked if you'd like to assign a room to the appointment. If you select "Yes", as seen below, you'll be able to choose one or multiple rooms*.

*For steps on how to create venues with rooms, please see How to add a venue.

You can also create a room straight from this form (it will be automatically assigned to the venue you've selected).

  • Registration. These settings determine when customers can register and leave. You'll be prompted to create a new registration timeline each time you create a new Appointment Type.

    Any new timelines created via an Appointment Type will be saved in Settings >> Registration >> Registration timelines.

    For more information about each one of the registration settings, see What are registration timelines?

  • Visibility. Who should see the Appointment Type? Select "Everyone" if it's public, "Membership Holders" if only customers that have purchased a membership should be able to see it, or "Business Only" if only you and other members of staff should be able to view it.

  • Pricing & Memberships. In this section, you'll be able to configure different registration/payment options for the Appointment Type.

    You can choose to create a single-use pack, valid for a single registration of the Appointment Type, and/or include the Appointment Type on one of your existing memberships (Memberships >> Memberships).

Once you've finished completing the form above, click 'Save'.

Edit an Appointment Type

To edit an Appointment Type, head to Classes/Appointments >> Appointment Types >> click 'Details' next to the desired Appointment Type.

Archive/Unarchive an Appointment Type

To archive an Appointment Type you'll no longer be using, head to Classes/Appointments >> Appointment Types >> click 'Details' next to the desired Appointment Type >> set the Status to 'Archived' and save changes.

If you need to unarchive an Appointment Type, click 'View Archived' >> click 'Details' next to the Appointment Type >> follow the same steps as above, but select 'Status - Active' instead. Once done, the Appointment Type will show as active.

Jump to:

An Overview of Classes/Appointments

Transitioning from Classes to Appointments

Scheduling an Appointment for a client

Managing instructor availability for Appointments

How to add a venue

Adding Forms and Waivers for Appointments

Recommended resources

Schedule one on one appointments for your customers

Teach your customers how to book appointments on TeamUp

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