Appointment Types CRM

Overview: In this guide, we will explore the importance of Appointment Types CRM and how it can help streamline your scheduling and client management processes.

Appointment Types (Free vs Paid) refer to how different bookings are categorized based on whether a customer is required to pay or not at the time of scheduling. Free appointments allow clients to book a time slot without any upfront charge, commonly used for consultations, discovery calls, or introductory sessions. Paid appointments, on the other hand, require the customer to make a payment—either in full or as a deposit—before the booking is confirmed. This helps businesses secure revenue in advance and reduce no-shows. By offering both types, businesses can better manage their services, attract new clients with free sessions, and monetize valuable or time-based services through paid bookings.

---

What Are Appointment Types in Deposyt?

In Deposyt, Appointment Types CRM determine how customers book time with you and whether payment is required.

There are two core types:

• Free Appointments → No payment required
• Paid Appointments → Payment required to book

Choosing the right type directly impacts:

• Conversion rates
• Customer commitment
• Revenue generation
• No-show rates

---

Free Appointments

Free appointments allow customers to book time without making a payment.

Best Use Cases

• Discovery calls
• Consultations
• Initial meetings
• Sales calls

Advantages

• Lower barrier to entry
• More bookings
• Easier lead generation

Disadvantages

• Higher no-show rates
• Lower commitment
• More time wasted on unqualified leads

---

Paid Appointments

Paid appointments require customers to pay (full or partial) before the booking is confirmed.

Best Use Cases

• High-value consultations
• Coaching sessions
• Services with limited availability
• Premium offerings

Advantages

• Higher commitment
• Reduced no-shows
• Immediate revenue
• Filters serious customers

Disadvantages

• Slightly lower booking volume
• Requires a pricing strategy

---

Deposyt Advantage

Deposyt allows you to:

• Combine booking + payments in one flow
• Accept deposits or full payment
• Trigger automations based on booking/payment
• Sync appointments with CRM and pipelines

This creates a system where:

Booking becomes both a scheduling and revenue event

---

How to Set Up Appointment Types

1. Go to Appointments / Booking Settings
2. Create a new appointment type
3. Choose:
   • Free
   • Paid
4. Set:
   • Duration
   • Availability
   • Pricing (if paid)
5. Save

---

How Customers Experience Each Type

Free Appointment Flow

• Select time
• Enter details
• Confirm booking

Paid Appointment Flow

• Select time
• Enter details
• Complete payment
• Booking confirmed

---

High-Impact Strategies for Appointment Types

1. Use Free Appointments for Lead Generation

• Attract more leads
• Fill pipeline

2. Use Paid Appointments to Qualify Leads

• Filter serious customers
• Reduce wasted time

3. Offer Both Options

Example:

• Free consultation
• Paid strategy session

4. Combine Paid + Deposit Options

• Lower barrier to deposit
• Maintain commitment

---

Pro Strategy: Reduce No-Shows

If you experience no-shows:

• Switch to paid appointments
• Or require a deposit

Even a small payment increases attendance significantly.

---

Advanced Strategy

Use automations with appointment types:

• Free booking → follow-up sequence
• Paid booking → onboarding workflow
• No-show → recovery message

---

How Appointment Types Impact Your Business

They allow you to:

• Control booking quality
• Improve time management
• Increase revenue
• Reduce no-shows

---

Common Mistakes to Avoid

• Only offering free appointments
• Not testing paid options
• Setting prices too low or too high
• Not using deposits

---

Best Practices

• Start with free → introduce paid
• Test pricing
• Monitor no-show rates
• Adjust based on performance

---

Summary

Appointment types in Deposyt allow you to:

• Control how customers book
• Increase commitment
• Improve scheduling efficiency
• Generate revenue

---

Next Steps

To continue building your booking system, explore:

• Booking Pages Overview
• Pay-to-Book vs Book-to-Pay
• Deposits for Appointments
• Rescheduling and Cancellation Rules

These will help you fully optimize your appointment system inside Deposyt.