How do I set up my Appointments schedule?
Understanding availability schedules
Instructor availability for appointments is managed via a schedule. A schedule defines the times when an instructor is available for appointments.
TeamUp's Appointment tool allows you to create multiple availability schedules for each instructor. You can:
- Establish multiple schedules per instructor, e.g., instructor Joe Bloggs teaches Yoga in the morning (schedule #1) and HIIT in the afternoon (schedule #2).
- Personalise each schedule's name.
- Link an Appointment Type to one, several, or all of an instructor's schedules. For example, instructor Joe Bloggs has three schedules: morning, afternoon, and evening, and you've set him as available for consultation appointments in the morning and afternoon.
To make scheduling as quick and easy as possible, we've added access to your instructors' availability schedules in different parts of TeamUp. In this guide, we're going to cover where to go to manage your instructors' availability schedules.
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You can manage schedules from:
The Appointment Types section
From Classes/Appointments >> Appointment Types, you can add new Appointment Types or edit existing ones.
You can link existing instructors and their schedules, edit instructor schedules, and even add new instructors/schedules to Appointment Types as you're creating them. For an in-depth look at how this works, head to How to set up an Appointment Type.
The Instructor Availability section
The Instructor Availability section lives under Staff >> Instructor Availability.
Here, under each instructor, you'll see an overview of what schedule is currently being assigned to what appointment type, its venue, and its rooms.
This powerful tool allows you to add and remove Appointment Types from instructors' schedules, all in one place.
For a detailed view of how to use this tool, please see How to use the Instructor Availability Tool.
From the Staff section
From Staff >> Staff Management >> click 'Options - Manage availability' next to an instructor, you can edit a specific instructor's availability schedule.
For more details, see How to manage an instructor's availability schedule/s.
Jump to:
Transitioning from Classes to Appointments
How to set up an Appointment Type
Scheduling an Appointment for a client
Adding Forms and Waivers for Appointments
Recommended resources:
Managing your personal training business with software
Personal trainer scheduling: why you should choose TeamUp for your online PT business
Elevate your members' booking experience with the new customer calendar