Appointments

Create a new appointment service

Lisa Wang

By Lisa Wang

June 6, 2026 · Updated August 23, 2026 · 3 min read

Set up an appointment service, including capacity, fixed booking quantity, availability spacing, buffers, and how late customers may book it.

#appointments#booking quantity#class size

What an appointment service is

An appointment service is a reusable class configured for appointment-mode booking. Class Size is how many attendees one instructor can serve in one appointment schedule. Booking quantity (class_booking_quantity) is the fixed total number of places sold in one customer booking. Leave Booking quantity empty for normal one-place appointment selection.

The booking interval controls how frequently start-time choices are generated. Before/after buffers reserve staff time around each appointment. The booking cutoff is a different rule: it controls how close to the service start a customer may still submit a booking.

The service can follow the business cutoff from Settings → Reservation → Reservation time or keep its own value in the service's General → Reservation & Cancellation section.

Step-by-step: create the service

  1. If the reusable class does not exist, go to Admin → Classes, choose New, set its Class Size and duration, and save it.
  2. Go to Admin → Appointments → Classes and select that class. This table has no New action of its own.
  3. On Appointment - Settings, turn on Open for appointments.
  4. Set Booking interval — start-time granularity in minutes (minimum 5; the default is 15).
  5. Set the before/after buffers used for preparation and cleanup.
  6. Where the development-only control is available, set Booking quantity only when every booking must reserve a fixed package. Leave it empty for the normal one-place flow.
  7. Configure weekly Working Hours and use Verify for a read-only preview.
  8. Save, then open General → Reservation & Cancellation. Keep the business reservation setting or turn it off for a service-specific cutoff.

After saving

The service appears in the appointment customer flow after it is open and has working hours. Connect instructors from Admin → Appointments → Connect so customers can choose an available person.

Fixed-quantity examples:

  • Class Size 4 and Booking quantity 2 uses one schedule and one instructor for two attendees.
  • Class Size 1 and Booking quantity 2 requires two simultaneous schedules and two available instructors in New Appointments.
  • Class Size 2 and Booking quantity 5 is split into 2 + 2 + 1 and requires three simultaneous instructors.

The old appointment booking screen always reserves one place. Overflow packages and fixed Booking quantity are New Appointments behavior.

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