What is an appointment type?

Created by Daniel Beckett, Modified on Thu, 18 May, 2023 at 4:11 PM by Daniel Beckett

Appointment types are templates that can be created to save time when booking a new appointment.

The following can be set as part of an appointment type:

Appointment type name	The name that shows in the appointments list for your users.
Lead group	The lead group that the appointment is associated with.
Appointment title	The name that shows for the calendar event. This is what the lead sees if the appointment is shared with them.
Duration	The length of time that the appointment is for.
Users	The user or user group that the appointment is to be booked with. Note: When selecting a user group a single available user is selected for the appointment.
Location	There are three options: Site address: The address listed in the associated site for the lead. Address on lead: The address associated against the lead. Other: A custom location can be set.
Other location	Custom location for the appointment.
Invite customer	If selected the lead will automatically be sent an email with a calendar invite when the appointment is booked.

For steps on how to add a new appointment type please see create a new appointment type.

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