 Written by: Meredith Last updated: 06 Jan., 2026 |
This feature requires at least one Client Engagement seat. View plans and pricing here. |
Appointment types define how clients can meet with you, including how long appointments last, where they take place, and who attends. Each scheduling form or scheduling page must be connected to a specific appointment type.
Adding an appointment type
1. In the left sidebar menu, go to 
SchedulingAppointment types.
2. Click Add type to create a new appointment type, or select an existing one to edit.
3. Edit the Appointment type name if needed. Choose a duration of 15 min, 30 min, 1 hour, or click Custom to set a custom length.
Tip: Click the gear icon 
4. If your plan supports multi-user scheduling, additional location options appear. Select one of the following:
- Inbound phone call (contact calls you)
- Outbound phone call (contact's number)
- Physical address
- Video call
5. Under Who will attend these appointments?, choose one of the following options:
-
Multiple team membersfor meetings where all selected team members attend. Available time slots appear only when everyone is available. -
Single team memberfor round-robin meetings where only one team member attends. Available time slots appear when any selected team member is available.
6. Under Team members, click the Add an existing team member search box. Select team members already added to your account.
If you have not added team members yet, click Manage team members to open Team management and send invitations.
7. Use Advanced settings to further customize your preferences.
You can adjust availability by day, modify time blocks, add buffer time before or between appointments, or set a maximum number of appointments per day.
