Setting up Availability and Scheduling Limits by Appointment Type

Luckily, in addition to setting your availability for a calendar by regular weekly hours or specific days, you can also alter those settings so that your availability is set for each appointment type (or groups of appointment types).  

Getting Started

Start in your Availability Settings. Under Business Settings > Availability click "Set different hours for certain appointment types..."and create a new appointment grouping for the types you’d like to create different availability for. After creating groups, you’re able to set availability for each of them, as well as set different limits (like the number of appointments per day for that schedule).

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To move appointment types from one group to another, just click and drag them.

When an appointment type is moved into new group, it will automatically take on the same availability as the rest of the group. Each appointment grouping will display in its own calendar column from the daily view of the main calendar page, allowing you to see all availability of your appointments at once!

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If a group is selected, the calendar’s availability for just that group will be displayed.

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Setting Scheduling Limits for Specific Appointment Types

This feature is helpful for setting schedule limitations on specific appointment types. For example, if there’s a certain type of appointment you offer, but you only want to allow it to be scheduled one time per day, you can create an appointment group just for that type, then use the Limits feature to set your own rules.

 

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Modify Scheduling Limits for each Appointment Type or Group of Appointments

You can also change the Scheduling Limits for just that one type or group of appointments to be different than your default Scheduling Limits on your account in this wonderful green box of many wonders. 

Click (change) to reveal this option!

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Classes

When availability by type is set up for classes, classes will always be in the first grouping box, so you'd have to move all other types of appointments outside of that box to get this feature to work. 

This is what the box will look like at the top of the availability by type groupings, with classes in the first box, and all other appointment types moved the the boxes below:

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Regular Hours and Setting Times for Specific Dates

Something to consider when setting up Availability by Type is that you can set regular hours or hours for just a few days here and there in your availability for each group you've created. 

Set Regular Business Hours

Regular hours are the hours you regularly offer each day of the week, every week. Leaving hours blank on certain days (like the weekends!) will mark you as closed for those days and your clients will not be able to schedule on days that are not included in your regular hours.

If you have hours that deviate from your regular hours that you've set, you can click on that day and delete or modify the hours. If you delete hours from a regularly scheduled day, it will show as "Closed" on your calendar's regular hours view.

To change hours for a certain day––like opening up on a Sunday when you're typically closed, for example––scroll down to the calendar under "Availability for Specific Days" and click the particular Sunday you'd like to add availability for, then make your edits. 

Set Hours for Specific Dates 

If you don't work regular hours, unchecking the box for "This calendar has regular hours every week" will make all of your days unavailable by default.  Then, you can pick and choose the exact dates and times you’re available by clicking on specific calendar dates. Day blocks that you do not enter in hours will show as closed on your Client's Scheduling Page, and greyed out in your admin view. 

 

 

Here's our 15 minute webinar about setting up Availability by Type!

 

 

 

 

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