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Creating Appointment Types & Packages in PushPress Core
Creating Appointment Types & Packages in PushPress Core

Follow these steps to create or edit appointment types in PushPress Core

Jason Sturm avatar
Written by Jason Sturm
Updated over 2 weeks ago

Appointment types are the foundation for managing and selling services. They enable booking through landing pages (via Appointment Packages) or internal processing for clients. Setting them up is the first step in organizing your offered specialties or services.


Creating or Editing Appointment Types

  • Access Appointment Settings:

    • From the dashboard, select Appointments > Settings (gear icon).

  • Add or Edit Appointment Types:

    • To create a new appointment type, click + Type.

    • To edit an existing appointment type, click Edit from the three dots next to the type.

Details Tab:

  • Complete the following fields:

    • Name: Name of the appointment type.

    • Color: Assign an identifying color.

    • Duration: Set the duration of the appointment.

    • Assign Staff: Select staff members available to handle this appointment.

    • General Availability: Set the default time slots for this appointment.

    • Note: Staff-specific availability is managed in the staff profile under Working Hours.

Settings Tab:

  • Adjusted availability settings, including:

    • Minimum Booking Window: Limit the time slots clients can select when they are self-booking

    • Buffer Time: Set a buffer before and/or after the appointment.

    • Booking Settings: Define how far in advance appointments can be booked.

    • Late Cancel Window: Specify the time frame for cancellations to avoid late fees or penalties.

Notifications Tab:

  • Set notification preferences for clients and staff:

    • Staff Notifications: Staff members receive email confirmations of booking (Select: b'cc Staff).

    • Client Notifications: Clients receive booking confirmations, reminders, and follow-up notifications.

    • Once booked, staff can follow up directly through the Staff App.


Creating or Editing Appointment Packages

  • Navigate to Appointment Settings:

    • From the Dashboard, select Appointments

  • Click the Settings (gear icon)

  • Create a New Package by selecting “Packages” then clicking “+ Package”

  • Configure the Package Details:

    • Name the Package (e.g., 30 Min PT Appointment, 3 x 60 Min Personal Training, In-Body Scan 12-Pack)

    • Select the Appointment Type associated with the package

    • Assign the number of credits and expiration date

    • Set the package price

    • Enable or disable availability on the Member App using the toggle

  • Add Descriptions:

    • Short Description: Briefly describe the package (e.g., Three 60-minute personal training sessions with a 30-day expiration)

    • Long Description: Outline package rules, cancellation policies, and important details

  • Save the Package


Setting Up Appointment Discounts

Appointment discounts function similarly to plan/membership discounts in PushPress Core and are applied to specific appointment package landing pages. These pre-set discounts ensure a streamlined checkout process.

  • Access Appointment Settings:

    • From the Dashboard, select Appointments

  • Click the Settings (gear icon)

  • Create a New Discount by selecting “Discounts”

    • Click “+ Discount”

  • Enter the discount details

  • Click Save to finalize

The discount can now be added to the specific appointment package landing page

Note: It is preferred to create a separate appointment package with the discount already applied rather than adding it manually to the landing page.


Setting Up Pay Rates for Staff

Pay rates must be set up for accurate payroll reporting. Staff members assigned to service appointment types will appear under Appointments > Pay Rates.

  • Access Pay Rate Settings:

    • Navigate to Appointments > Pay Rates

  • Click the three dots next to the staff member

  • Select “Edit”

  • Assign Pay Rates:

    • Check the box for the appointment type

    • Choose either a flat rate or percentage-based pay

Important Notes

  • Percentage-based pay is not supported for appointments purchased through a hybrid plan.

  • Flat rates apply regardless of the price paid by the client, including discounted appointments.


Help

If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.

About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!

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