Appointment Types

Appointment types are templates that save time when booking a new appointment. The following can be set for each type:

• Appointment Type Name - the name shown in the appointments list for your users.
• Lead Group - the lead group the appointment is associated with.
• Appointment Title - the name shown for the calendar event, and what the lead sees if the appointment is shared with them.
• Duration - the length of the appointment.
• Users - the user or user group the appointment is to be booked with. Note: selecting a user group assigns a single available user to the appointment.
• Location - one of three options:
  • Site Address - the address listed against the lead's associated site.
  • Address on Lead - the address associated with the lead.
  • Other - a custom location.
• Invite Customer - if selected, the lead automatically receives an email with a calendar invite when the appointment is booked.

Viewing Your Appointment Types

• Go to Settings > Appointments from the navigation menu.
• A list of your appointment types will be shown on screen.
• From here you can add, edit or delete appointment types.

Creating a New Appointment Type

1. Click New Appointment Type.
2. Set the appointment details.
3. Click Save.

The new type will appear in the list and can be used to create an appointment from a lead.

Editing an Appointment Type

1. Click the three dots to the right of the appointment name and select Edit.
2. Change the appointment settings.
3. Click Save.

Deleting an Appointment Type

1. Click the three dots to the right of the appointment name and select Delete.
2. Confirm you'd like to delete the appointment type.
3. A confirmation notification will appear once it's deleted.