Appointments

Configure the appointment booking flow

Lisa Wang

By Lisa Wang

June 6, 2026 · Updated June 6, 2026 · 1 min read

Choose which steps (class, instructor, date) appear in the customer booking flow and in what order.

#booking flow#appointments#configuration

What the booking flow is

The booking flow defines the sequence of steps a customer goes through when booking an appointment. Three steps are available — Classes, Instructors and Date — and each can be disabled (hidden), optional (shown but skippable) or required (must complete). The Date step is always required and cannot be disabled.

How to configure

Go to Admin → Appointments → Settings → Booking flow. Each step is shown as a card with two checkboxes: Enabled and Required. Toggle as needed and save. The default order is Classes → Instructors → Date and matches the default behaviour where customers first pick a class, then an instructor for that class, then a date.

Constraint: required steps form a prefix

The system enforces that required steps form a contiguous prefix: you cannot have an optional step before a required one. If you mark a later step as required, all earlier steps automatically become required too. If you set an earlier step to disabled, all later steps must become optional.

Was this article helpful?

Try the Booking System for 7 days

All Features Included

7 DAYS FREE$
  • Unlimited bookings
  • All AI features included
  • 🌐Your own branded booking website

No credit card needed

Arrow