Appointments

To access the Appointments page, open the App Drawer then click Setup > Services > Appointments.

Understanding appointments

Appointments make it easy to book one-on-one services. Whether it's a personal training session, a massage, a music lesson, or a private consultation, appointments cater to individual or small group needs (up to 15 clients).

This article gives you an overview of appointments and the steps to get set up. For detailed instructions on each step, follow the linked guides below.

Key features of appointments

• Reserve Assets – Book rooms or equipment Book-A-Spot assets alongside appointments. (Video)
  ​

• Add-On Products – Enhance the appointment experience by offering additional products. (Video)
  ​

• Back-to-back booking – Schedule multiple appointments for a single client.
  ​

• Wait Lists – Allow clients to join wait lists and get notified if a spot opens up. (Video)
  ​

• Padding and Processing Time – Ensure smooth transitions by adding buffer times to appointments.

Getting started with appointments

Before clients can start booking appointments, follow these steps:

1. Create the appointment type – Use the Staff Back Office of WellnessLiving to set up the appointment details. For more information, see Create, modify, or duplicate an appointment type.
   ​

2. Set working hours – Ensure staff members are available during the hours when appointments can be hosted. (Video 1) (Video 2) (Video 3)
   ​

3. Assign staff members – Designate the appropriate staff members to handle the appointment. Only assigned staff will appear as options when a client books.
   ​

4. Location assignment – Confirm staff members are assigned to the correct location for the appointment. (multi-location businesses only) (Video)
   ​

5. Start booking – Once these steps are complete, the appointment will be available for your staff and clients to book. (Video)