Appointment Templates

Appointment Templates can be used to schedule quick appointments

Mica Manson avatar
Written by Mica Manson
Updated over a week ago

You can use appointment templates to schedule lessons quickly without going through the wizard each time and filling out fields that are always the same.

Create the Template

  1. Navigate to Settings->scheduling

  2. Click the ADD button under Appointment Options

  3. Fill out the fields and Save

To Use the Template

  1. Select to switch to Basic View

  2. Select the Staff Member

  3. Select the Service - this is the template you created in the above steps

  4. Continue with the rest of the fields

  5. Book - won't send an email to the client or Book & Notify which will email the client the appointment details.

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