Appointments

Make booking steps required or optional

Lisa Wang

By Lisa Wang

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

Mark individual steps (instructor, class) as optional so customers can skip them when appropriate.

#booking flow#steps#configuration

The three states

Each booking step is in one of three states: Disabled (the step does not appear in the customer flow at all), Optional (the customer sees the step but can skip it without picking anything), or Required (the customer must pick a value before moving on).

How to set state

Open Admin → Appointments → Settings → Booking flow. Each step card has an Enabled checkbox (off = disabled) and a Required checkbox (on = required). Toggle as needed; the UI prevents invalid combinations (a required step cannot come after an optional one). Save.

Why Date is always required

An appointment must land on a specific date and time, so the Date step is always required and the Enabled / Required toggles for it are locked. You can disable Classes and Instructors freely if your business does not need them.

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