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:
| Field | Description | Required |
|---|---|---|
| Name | What you call this meeting type | Yes |
| Duration | How long the appointment lasts | Yes |
| Description | Details about the meeting purpose | No |
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:
- Go to your Dashboard
- Click on Bookings in the navigation
- Click the Add Appointment Type button
- 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
- 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
| Name | Duration | Description |
|---|---|---|
| Discovery Call | 15 min | Free introductory call to discuss your needs |
| Consultation | 30 min | Detailed discussion of your project requirements |
| Strategy Session | 60 min | Comprehensive planning and strategy development |
For Coaches
| Name | Duration | Description |
|---|---|---|
| Initial Assessment | 30 min | First meeting to understand your goals |
| Coaching Session | 45 min | Regular coaching and progress review |
| Deep Dive Session | 60 min | Extended session for complex topics |
For Service Providers
| Name | Duration | Description |
|---|---|---|
| Quick Quote | 15 min | Get a price estimate for your project |
| Service Consultation | 30 min | Discuss service options and recommendations |
| Project Planning | 60 min | Detailed project scope and timeline planning |
Editing Existing Appointment Types
To modify an existing appointment type:
- Go to Dashboard > Bookings
- Find the appointment type in your list
- Click the Edit button next to it
- Make your changes to name, duration, or description
- Click Save
Changes apply to new bookings immediately. Existing bookings retain their original appointment type details.
Deleting Appointment Types
To remove an appointment type:
- Go to Dashboard > Bookings
- Find the appointment type you want to delete
- Click the Delete button
- 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 Types | Recommendation |
|---|---|
| 1-2 types | Good for simple scheduling needs |
| 3-5 types | Ideal balance of options without overwhelming visitors |
| 6+ types | May 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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