MYZO

Managing Appointment Types

Appointment types define the different kinds of meetings or sessions you offer to visitors. Each type includes a name, duration, and optional description that helps visitors choose the right option for their needs. This guide explains how to create, edit, and manage appointment types in the MYZO Bookings system.

Understanding Appointment Types

An appointment type represents a specific kind of meeting you offer. When visitors book time with you, they select from your list of appointment types.

Each appointment type includes:

FieldDescriptionRequired
NameWhat you call this meeting typeYes
DurationHow long the appointment lastsYes
DescriptionDetails about the meeting purposeNo

Visitors see all your appointment types when booking and can choose the one that fits their needs.

Default Appointment Type

When you first enable the Bookings feature, MYZO creates a default appointment type:

  • Name: Appointment
  • Duration: 30 minutes
  • Description: (empty)

You can edit this default type or create additional types to offer more options.

Creating a New Appointment Type

Follow these steps to add a new appointment type:

  1. Go to your Dashboard
  2. Click on Bookings in the navigation
  3. Click the Add Appointment Type button
  4. Enter the appointment details:
    • Name: Enter a clear, descriptive name
    • Duration: Select from 15, 30, 45, or 60 minutes
    • Description: Optionally add details about the meeting
  5. Click Save

The new appointment type appears immediately in your booking options.

Example Appointment Types

Here are examples of appointment types for different professionals:

For Consultants

NameDurationDescription
Discovery Call15 minFree introductory call to discuss your needs
Consultation30 minDetailed discussion of your project requirements
Strategy Session60 minComprehensive planning and strategy development

For Coaches

NameDurationDescription
Initial Assessment30 minFirst meeting to understand your goals
Coaching Session45 minRegular coaching and progress review
Deep Dive Session60 minExtended session for complex topics

For Service Providers

NameDurationDescription
Quick Quote15 minGet a price estimate for your project
Service Consultation30 minDiscuss service options and recommendations
Project Planning60 minDetailed project scope and timeline planning

Editing Existing Appointment Types

To modify an existing appointment type:

  1. Go to Dashboard > Bookings
  2. Find the appointment type in your list
  3. Click the Edit button next to it
  4. Make your changes to name, duration, or description
  5. Click Save

Changes apply to new bookings immediately. Existing bookings retain their original appointment type details.

Deleting Appointment Types

To remove an appointment type:

  1. Go to Dashboard > Bookings
  2. Find the appointment type you want to delete
  3. Click the Delete button
  4. Confirm the deletion when prompted

Important Notes About Deletion

  • Deleting an appointment type does not affect existing bookings
  • You cannot delete your only appointment type (create another first)
  • You may not be able to delete types with pending bookings

How Many Types Should You Create

You can create as many appointment types as you need. However, we recommend keeping your list manageable for the best visitor experience.

Number of TypesRecommendation
1-2 typesGood for simple scheduling needs
3-5 typesIdeal balance of options without overwhelming visitors
6+ typesMay confuse visitors; consider consolidating

Too many options can cause decision fatigue and reduce booking conversions.

Best Practices for Appointment Types

Follow these guidelines for effective appointment type management:

Use Clear, Specific Names

Choose names that immediately communicate the purpose:

  • Good: "30-Minute Project Consultation"
  • Poor: "Meeting"

Vary Durations Strategically

Offer different lengths for different needs:

  • Short (15 min): Quick calls, initial inquiries
  • Medium (30 min): Standard consultations
  • Long (45-60 min): In-depth sessions, complex topics

Write Helpful Descriptions

Use descriptions to:

  • Explain what the meeting covers
  • Set expectations for what visitors should prepare
  • Clarify who the meeting is best suited for

Arrange Types Thoughtfully

Put your most popular or recommended types first. Visitors often choose the first option that seems relevant.

Review and Update Regularly

Periodically review your appointment types:

  • Remove types that rarely get booked
  • Add new types based on visitor requests
  • Update descriptions based on common questions

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