Appointment Type advanced settings

This article describes both all the advanced settings that are available when you are creating or modifying an Appointment Type.

To learn about the general information settings available when creating or modifying an Appointment Type, see Appointment Type general information settings.

SettingDescription
TaxesA setting that allows you to select whether taxes apply to Appointments of this type. If you have configured taxes, and taxes apply to Appointments of this type, select each tax type that applies.
Client Online BookingA setting that specifies whether clients can book Appointments of this type online. Your choices are:
  • Clients can book online - Clients can book Appointments online.
  • Disable booking online - Clients cannot book Appointments online.
  • Only selected client types can book online - If you choose this option, you must select the checkbox for each client type that can book online from the list.
Staff BookingThe client types for which staff members can book Appointments of this type. Your choices are:
  • Staff can book all Client Types - The Appointment will be open to clients of any type.
  • Staff can only book selected Client Types - If you choose this option, you must select the checkbox for each client type that staff members can book from the list.
LocationsThe business locations at which Appointments of this type will be available.
StaffThe members of your staff who can offer Appointments of this type. This field is required.

You can specify one or more staff members. When a a staff member or client schedules the Appointment, only the staff members selected here will be available for selection.
QUICK Buy SettingsA setting that allows you to select whether QUICK buy products are available for Appointments of this type. For more information, see Quick Buy.
Age RestrictionA setting that determines whether or not the Appointments of this type are restricted to clients in a certain age range. Select one of the following options:
  • Open to all ages - Appointments of this type will not be restricted by age.
  • Restricted to certain ages - If you select this option, enter the age range that clients must be within to book an Appointment of this type. If you want the age restriction to be displayed to clients, set the Display age restriction to clients option to ON. If this option is set to OFF the Appointment Type will not be displayed on your schedule to clients who do not meet the age requirements.

Note When Appointment Types have an age restriction, clients must be the correct age at the time of booking to successfully book an Appointment. For example, if an Appointment Type is restricted to clients who are age 18 and above and a client is going to turn 18 in two days, the client cannot book an Appointment that takes place in three days, even though they will be the correct age when the Appointment takes place.
Note The Display age restriction to clients setting only affects clients who are logged in to their accounts. Clients who are not logged in will be able to view all services and will not see any indication that age restrictions exist even if this option
is set to ON.
NoteConfirmation is required for staff members to book a client whose age is outside of the specified age range for an Appointment with an age restriction.
Customer QuestionsA setting that allows you to ask clients one or more questions when they book Appointments of this type. Your choices are:
  • Ask the client a question when they book - The client will be asked the specified questions at the time of booking. To specify a question, type the question in the field provided. If you want to enter more questions, click New question, as required. If you enter more than one question, you can click the number control to set the order in which the specified questions will be presented.
  • Don't ask the client a question when they book - The client will not be asked any questions at the time of booking.
Staff SelectionOptions related to the selection of staff members for Appointments of this type. Your choices are:
  • Allow gender selection when booking - The client can choose the gender of the staff member at the time of booking.
  • No gender selection when booking - The client will not be able to select the staff member's gender.
  • Allow clients to select a staff member when booking an appointment - The client can select their preferred staff member from the list of eligible staff members (i.e., those selected above under Staff members).
  • Don't allow clients to select a staff member when booking an appointment - The client will not be able to select a staff member.
AssetsAn option that allows you to select whether Assets are required for this type of Appointment. For more information, see Automatically booking BOOK-A-SPOT™ assets for Appointments, Classes, and Events.
Custom Business PoliciesA setting that allows you to apply custom business policies, such as booking policies or automatic attendance tracking, to Appointments of this type.

To apply custom business policies, set this option to ON, which exposes the Appointment-specific business policy settings. The values of the Appointment-specific business policy settings are automatically pulled from the Business Policies page. Therefore, you only need to change the specific values that you want to customize. For details on all the available options for Appointment-specific business policies, see Business policy settings.
Booking IntervalThe time interval used when booking this type of Appointment. Your choices are:
  • 15 minutes
  • 30 minutes
  • 1 hour
  • 90 minutes
  • Custom booking time

For example, 15 minute intervals will allow you to book at 1:00 p.m., 1:15 p.m., 1:30 p.m., etc., whereas half-hour intervals will allow you to book at 1:00 p.m., 1:30 p.m., 2:00 p.m., etc. For more information, see Booking intervals.
Take NotesA setting that allows you to enable note taking for Appointments. You choices are:
  • None - Notes are not enabled.
  • Quick - Notes can be taken in a general notes section.
  • SOAP - Notes can be taken in the SOAP (Subjective, Objective, Assessment, and Plan) format
Visit Session ValueThe session value of a single Appointment (or visit). A single visit can be equal to one session or a custom session value of your choice.
NotificationsAn option that allows you to select whether clients and staff members are notified of changes to booked Appointments.
Quick Search TagsThe Quick Search Tags that apply to Appointments of this type. In the list, select all the Quick Search Tags that apply.

Quick Search Tags help categorize your Appointment for clients who are searching for new services on WellnessLiving.com. For example:
  • If this is a personal training session, add both Strength and Conditioning, and Cardio Conditioning.
  • If you are offering a martial arts consultation for evaluating your clients before recommending classes, add Martial Arts.
  • If you are offering a service that does not fit into any of the Quick Search Tag option that are available, choose the closest available option or leave it blank.

Quick Search Tags are not customizable.
Revenue Category

The revenue categories to which the Appointment is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The Appointment will be assigned to the selected revenue categories.

You can also manage revenue categories from here:


  • To add a new revenue category, enter a name for it in the box and click ADD.
  • To rename a revenue category, click the revenue category’s Options button and select Edit .
  • To delete a revenue category, click the revenue category’s Options button and select Delete tag .

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