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.
|Taxes||A 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.|
|Locations||The business locations at which Appointments of this type will be available.|
|Staff||The 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 Settings||A setting that allows you to select whether QUICK buy products are available for Appointments of this type. For more information, see Quick Buy.|
|Age Restriction||A 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:
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.
|Customer Questions||A setting that allows you to ask clients one or more questions when they book Appointments of this type. Your choices are:
|Staff Selection||Options related to the selection of staff members for Appointments of this type. Your choices are:
|Assets||An option that allows you to select whether Assets are required for this type of Appointment.|
|Custom Business Policies||A 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 Interval||The time interval used when booking this type of Appointment. Your choices are:
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 Notes||A setting that allows you to enable note taking for Appointments. You choices are:
|Visit Session Value||The 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.|
|Notifications||An option that allows you to select whether clients and staff members are notified of changes to booked Appointments.|
|Quick Search Tags||The 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:
Quick Search Tags are not customizable.
|Revenue Category||The revenue categories that apply to Appointments of this type. If the category has not already been created, enter it into the Create new category box, and then click ADD.
All revenues for Appointments of this type will be recorded under these categories. This will affect revenue category reports only.