Overview
1. Create or Edit an Appointment Type
Go to Appointments(1) → Setup (2)
To create a new type, click + Type. To edit, click the three dots next to the type → Edit.
Details Tab
Name — Name of the appointment type.
Color — Identifying color.
Duration — Length of the appointment.
Client Status — Define the applicable client status.
Assign Staff — Staff available to run this appointment.
General Availability — Default time slots members can self-book.
Note: Staff-specific availability is managed in the staff profile under Working Hours.
Correction: There is no "Show in Member App" toggle on the appointment type. That toggle is on the appointment package (see Section 2).
Settings Tab
Minimum Booking Window — How close to the appointment time members can still self-book.
Buffer Time — Buffer before and/or after the appointment.
Booking Settings — How far in advance appointments can be booked.
Late Cancel Window — Time frame for cancellations before late fees or penalties apply.
Notifications Tab
Staff Notifications — Staff receive email confirmations of bookings (select b'cc Staff).
Client Notifications — Clients receive booking confirmations, reminders, and follow-ups.
Once booked, staff can follow up through the Staff App.
2. Create or Edit an Appointment Package
Go to Appointments → Setup → Packages.
Click + Package.
Configure:
Name (e.g., 30 Min PT Appointment, 3 x 60 Min Personal Training, In-Body Scan 12-Pack)
Appointment Type the package applies to
Number of credits and expiration
Price
Show in Member App — Turn on to let members see and buy this package in the Member App. Turn off to hide it.
Add descriptions:
Short Description — e.g., Three 60-minute personal training sessions with a 30-day expiration
Long Description — Package rules, cancellation policy, key details
Save.
Tip: For semi-private training, create separate packages so group credits stay separate from one-on-one credits.
📸 Screenshot: Package editor with Show in Member App toggle highlighted
3. How to Stop Members From Self-Booking Appointments
The package's Show in Member App toggle controls whether members can buy the package. It does not stop members who already have credits from booking. To control self-booking, use the appointment type settings:
Remove General Availability on the appointment type. Members can't self-book without available slots.
Or set a Minimum Booking Window (e.g., 24 hours) so members can still book, just not last-minute.
Staff can always book appointments for members or themselves at any time. Availability only limits member self-booking.
4. Set Up Appointment Discounts
Appointment discounts work like plan discounts and are applied to specific appointment package landing pages.
Go to Appointments → Setup → Discounts.
Click + Discount.
Enter the discount details and Save.
Add the discount to the specific package landing page.
Note: Preferred practice is to create a separate package with the discount already applied rather than adding it manually to the landing page.
5. Managing Billing and Credits
Start date without proration — Set access start and next bill date to the same date.
Rollover — If allowed, handle unused credits manually or with a separate add-on package.
Pause/Cancel — Pausing stops future renewals and may block future bookings, depending on settings.
Add-on credits — Create a paid "PT Add-On" package tied to the appointment type.
6. Set Up Pay Rates for Staff
Pay rates are required for accurate payroll reporting. Staff assigned to an appointment type appear under Appointments → Move to Pay Rates tab.
Go to Appointments → Pay Rates.
Click the three dots next to the staff member → Edit.
Check the box for the appointment type.
Choose a flat rate or percentage-based pay.
Important:
Percentage-based pay is not supported for appointments purchased through a Hybrid Plan.
Flat rates apply regardless of price paid, including discounted appointments.
7. Plus One Plan Credit Allocation
Recommend moving this section to the Hybrid Plans / Plans article. Kept here until that move is made.
If a Plus One plan isn't allocating appointment credits:
Check the credit type — The plan must allocate the correct appointment credit (e.g., Personal Training), not class access.
Check the session limit — "Unlimited" won't create appointment credits. Set a specific number (e.g., 1 session).
Save and confirm credits appear under the member's Appointments/Credits.
If credits still don't appear, contact Support.