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Appointments and calendar

Set appointment length

Use one length for everything or a different one per service.

Where to find itAssistantBook appointmentsBooking rulesAppointments

In Book appointments, find Booking rules and then Appointments.

Fixed length

In the appFixed length
OptionWhen to use it
Fixed lengthEvery appointment takes the same time, for example 30 minutes.
By appointment typeThe caller picks a type, and each type has its own length. For example, a first visit takes 45 minutes and a checkup 20.

Add an appointment type

  1. Select By appointment type and press Add appointment type.
  2. Type a clear name, like “First visit”.
  3. Set the length in hours and minutes.
  4. Add a short description of what it’s for.
  5. Repeat for the other types and press Save.

Appointments by type

In the appAppointments by type
Example types
First visit · 45 min For people coming for the first time who want to explain what they need. Checkup · 20 min For customers in ongoing treatment.

Before saving

  • Every type needs a name.
  • Lengths go in 5-minute steps, from 5 minutes to 10 hours.
  • The appointment must fit in an open window: a 3-hour appointment needs 3 free hours in a row.

Suggestions

  • Write the instructions
  • Connect your calendar
  • Transfer calls to your team
  • Get emails after calls
  • Plans and prices
  • Review conversations
Type a task, like “transfer calls” or “change the voice”.