How to Create an Appointment Type

Video Walkthrough

Before You Begin

• Login to your account at https://app.joinzipper.com/auth/login
• Ensure you have owner or admin permissions
• Have at least one availability schedule set up for an instructor (required before you can create appointment types)
• Optionally, have a form with first name, last name, and email fields ready

Steps

Step 1: Open the Create Appointment Type form

1. Go to Schedule > Appointments
2. Click the Appointment types tab
3. Click Create appointment type

Step 2: Fill out appointment type details

1. Name (required) — what customers see when booking, e.g. “60-minute kickboxing technique session”
2. Availability schedule (required) — determines which instructor’s availability is used; you must have at least one schedule created first
3. Form/waiver (optional) — select a form customers must complete; forms need first name, last name, and email fields
4. Groups (optional) — connect appointment types across instructors; used in scheduling blocks and workflows
5. Calendar Item Color — appears on your calendar to identify appointment types

Step 3: Configure schedule timing

1. Appointment duration — how long each appointment lasts
2. Buffer time before / after (optional) — preparation or wrap-up time between appointments
3. Booking cutoff (optional) — minutes before appointment time when new bookings close
4. Cancellation refund cutoff (optional) — hours before appointment; cancellations before this window receive automatic refunds

Step 4: Configure pricing

1. Choose payment options (you can enable multiple):
   • Free — no payment required
   • Paid — set a price (minimum $1.00)
   • Booking Credits — allow customers to use credits
   • Subscription — grant access to subscription holders

Step 5: Configure additional settings (optional)

1. Member signup requirements — restrict booking to members with specific tags
2. Post-booking instructions/details — shown to customers after they book
3. Show in customer app and website — toggle off to hide from customers (only you can book)
4. Send reminder email the day before — toggle to enable customer reminder emails

Step 6: Assign locations (optional)

1. In the Locations section, click Add location and select which locations this appointment type is available at

Step 7: Save

1. Click Save — the button is disabled until all required fields are valid

Troubleshooting

No “Create appointment type” button? You need at least one availability schedule. Go to the Availability schedules tab and create one first.

Error saying a field is required? Name and Availability schedule are both required; check both are filled in.

Can’t change the availability schedule after creation? Schedules can’t be reassigned to a different instructor. Clone the appointment type and assign the clone to the correct schedule instead.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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