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Create a New One-on-One Appointment Type

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Bytimothy A
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Overview: 

Creating a new one-on-one appointment type allows you to set up a service or meeting designed for individual participants. This helps manage personalized bookings, define appointment details, and streamline scheduling for both staff and clients.

Follow these steps to create a new one-on-one appointment type:

Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.
Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.

Step 2: Click the +Create New button.

Step 2: Click the +Create New button.

Step 3: Select the One-on-One event type. This allows an invitee to pick a time to meet with you. Then, click the Create button.

Step 3: Select the One-on-One event type. This allows an invitee to pick a time to meet with you. Then, click the Create button.

Step 4: Fill in the details, including whether the appointment type is free or paid, creating a public name and private name, assigning it to a folder, setting the location, and adding a description.

Step 4: Fill in the details, including whether the appointment type is free or paid, creating a public name and private name, assigning it to a folder, setting the location, and adding a description.

Step 5: Add an optional booking link, or leave it blank to automatically generate one. You can customize the appearance by showing or hiding business info in the settings, setting the appointment type color and display color, and adding a logo. When done, click Next.

Step 5: Add an optional booking link, or leave it blank to automatically generate one. You can customize the appearance by showing or hiding business info in the settings, setting the appointment type color and display color, and adding a logo. When done, click Next.

Step 6: Now you can customize your availability by setting a date range, event duration, and choosing your availability, either by using your existing schedule or setting custom hours.

Step 6: Now you can customize your availability by setting a date range, event duration, and choosing your availability, either by using your existing schedule or setting custom hours.

Step 7: Continue by setting a buffer time before or after the appointment. You can also add additional rules for your availability. When done, click Next.

Step 7: Continue by setting a buffer time before or after the appointment. You can also add additional rules for your availability. When done, click Next.
Step 8: There are additional options, such as Invitee Questions or adding your own custom questions. Click Next when you are done.
Step 8: There are additional options, such as Invitee Questions or adding your own custom questions. Click Next when you are done.

Step 9: You can customize the notifications and cancellation policy. Toggle email and text reminders on or off, add an email follow-up, and set your cancellation policy. When done, click Next.

Step 9: You can customize the notifications and cancellation policy. Toggle email and text reminders on or off, add an email follow-up, and set your cancellation policy. When done, click Next.

Step 10: Customize actions after submission by choosing what happens immediately after booking completion, such as showing a video on the confirmation page, assigning to a user, or adding automations. When done, click Finish to finalize your One-on-One appointment type.

Step 10: Customize actions after submission by choosing what happens immediately after booking completion, such as showing a video on the confirmation page, assigning to a user, or adding automations. When done, click Finish to finalize your One-on-One appointment type.

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