Appointment types

Appointment Types define bookable meeting SKUs—name, duration, color, buffers, and hosts—for Calendar and public booking links. Open Settings → Calendar → Appointment Types (/settings/calendar/appointment-types). The primary action button is Add Type. Each type gets a display name, slug, duration in minutes, optional description, and color swatch. Create types before building calendar links so prospects see correct lengths (15-minute intro vs 60-minute demo). Color coding helps reps distinguish internal calendar blocks at a glance—pick contrasting colors when offering many similar durations.

Video

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Who can do this

Admin or calendar settings permission.

Before you begin

• Google Calendar integration if syncing externally
• List of meeting types sales offers
• Host availability configured in calendar

What you'll accomplish

• Bookable types live on internal calendar
• Public booking links offer correct durations and colors

Step-by-step procedure

1. Open Settings → Calendar → Appointment Types.
2. Select Add Type.
3. Enter name (e.g. Discovery Call); slug auto-fills from name.
4. Pick duration (default often 60 minutes) and color.
5. Add description reps and prospects will read.
6. Assign hosts or round-robin rules if UI supports.
7. Save.
8. Create a Calendar link selecting this type.
9. Book test appointment as a prospect; confirm calendar event length and timezone.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

tip

Use workspace search if you cannot find a sidebar item—some modules are role-gated.

Troubleshooting

| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |

See also

• Calendar overview
• Triggers and forms

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings