Set up appointment types

Create and edit the kinds of visit you book, including which ones count as a survey.

Where: web · Who can use it: Anyone signed in can see the list. Changing it needs an owner or director who also holds the "Set up calendar connection & appointment types" permission.

Screens may differ slightly from what you see.

What it is for

Appointment types are the kinds of visit you book, such as a survey or a showroom visit. The Appointment types page sits in the Admin part of the menu. It lets you add types and change their name, length, colour and icon. The calendar uses the colour and icon.

Who can use it

Anyone who can open the page sees the list. The fields are greyed out and there is no Save button unless you are an owner or director with the "Set up calendar connection & appointment types" permission. If you are not, the page says you can see the types but cannot change them.

If appointments are not switched on for your business, the page says "Appointments are not switched on for this business."

How to use it

Change an existing type

Open Appointment types in the Admin menu.
Find the type's card and change the fields you need (listed below).
Press Save on that card.
A message says Saved "<name>". If you changed nothing it says "Nothing changed."

Add a new type

Scroll to Add a type.
Fill in at least the Name. A blank name is refused with "Give the new type a name."
Press Add type. The message "Appointment type added." appears.

The fields on each type

Name: up to 120 characters.
Minutes: the default length. The field accepts 5 to 720.
Where: Customer's address, Showroom / premises, Phone, Video or Other.
Colour: shown on the calendar.
Icon: pick one from the list, or None.
Counts as a survey: the label reads "Counts as a survey (sets the job's survey date; Attended marks the job surveyed)".
Active (offered when booking): untick to stop the type being offered.
Order: a number that sets the sort order.

Tips

To rename a type, edit its Name here.
Tick Counts as a survey only for visits that are real surveys. The page text says the calendar then reads like "Survey · 11:00 · Kyle".
If you use the Wix calendar link, each type can be matched to a Wix service. See Connect Wix Bookings and sync your calendar.

Things to know

Nothing is saved until you press Save (or Add type).
Only the fields you changed are sent.
If a save fails, the red message shows the reason from the server.

Common questions

Who can change appointment types in IBIOS?

Anyone signed in can see the list. Changing it needs an owner or director who also holds the Set up calendar connection and appointment types permission. Others see greyed fields and no Save button.

What does Counts as a survey do on an appointment type?

Ticking Counts as a survey sets the job's survey date, and marking the appointment Attended marks the job surveyed. The article says to tick it only for visits that are real surveys.

What can I set on each appointment type?

Each type has a name of up to 120 characters, a default length in minutes from 5 to 720, a location, a colour, an icon, an active tick and an order number. The calendar uses the colour and icon.