Add an appointment service type
Create the types of private sessions or appointments your clients can book.
Service types are the templates for each appointment offering — things like "60-min Private Training", "30-min Consultation", or "Reiki Session". Each service type defines the duration, pricing, and which instructors or rooms it can be booked with.
[IMAGE TODO] Take a screenshot showing the Service Types list page at Setup > Service Types, with the Appointments tab selected and at least one service type visible in the list.
Create a service type
- Go to Setup → Service Types
- Click Add New
- Select Appointment (or Private on some plans)
- Fill in the details:
Basic details:
- Name — what clients see when booking (e.g., "60-min Personal Training")
- Duration — how long the session runs
- Description — helps clients understand what to expect
- Category — grouping for organization and search
- Preview image — shown on the booking page
Pricing:
- Set whether clients can pay drop-in, with a package, or subscription
- Add drop-in pricing if applicable
Advanced settings:
- Booking restrictions — require clients to have a specific tag to book
- Add-ons — allow clients to add optional extras at checkout
- Click Save to activate the service type
[VIDEO TODO] Record a short Loom video showing the full flow of creating a new appointment service type: clicking Add New, selecting Appointment, filling in the basic details (name, duration, description), setting pricing, and clicking Save.
Service categories
Categories help organize your appointment types, especially if you offer several different services. For example: "Private Training", "Wellness", "Coaching". Set these in Setup → Service Types → + New Category.
What happens after you create it
Once the service type is active, it will:
- Appear on your appointments booking page for clients
- Be available to assign to instructors in their availability settings
- Show up in payroll reporting if you've set pay rates
Add-ons at checkout
You can add optional extras that clients see during checkout — like extending the session by 15 minutes or adding a foam roller rental. These are configured under Manage Add Ons on the service type. See the retail section for post-checkout add-ons in the mobile app.