Appointment types are the foundation for offering and managing services, whether selling appointments externally through landing pages or processing them internally for clients. Setting up appointment types is the first step in creating and organizing the specialties or services you plan to offer.
Steps to Create or Edit 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.
Client Status: Define the applicable client status.
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.
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!