Choose your booking type
Suggested reservation type: Appointments. Treatments are one-to-one and timed, intake forms must be completed before the first visit, and family members book as dependents — an appointment clinic, not a class schedule.
Set it under Settings → Configuration → Reservation type: tick Appointments and leave the other boxes off. The choice is saved for the selected location.
Create your services
Start with these:
- Initial consultation — 60 minutes, price 1500
- Follow-up treatment — 45 minutes, price 1200
Both are appointment services; the longer Initial consultation covers history taking.
An appointment service is a class with Open for appointments switched on, edited at /admin/appointments/classes/:classId. In its Settings pill start from: default duration 45 minutes, Time frame 15 min, Buffer time - Open 5 min, Buffer time - Close 10 min, and Working Hours matching your opening hours. Connect staff to the service at /admin/appointments/connect and set each person's hours at /admin/appointments/instructors/:customerId.
Set the booking flow
Under /admin/appointments/settings → Booking flow, order the steps Classes → Instructors → Date:
- Classes: Enabled + Required
- Instructors: Enabled (not Required)
- Date: Enabled + Required
Patients choose Initial consultation or Follow-up first, so the right length is held; the Instructors step is enabled but optional — returning patients pick their practitioner, first-timers just pick a time.
Passes and payment
Create these under /admin/passes (a visit pack is a number of visits plus validity days; a membership is a duration):
- Treatment course 6 — visit pack, 6 visits, valid 120 days, price 6600
A course card suits a treatment plan of weekly visits; the first consultation is paid per visit.
Cancellation window: under Settings → Reservation allow customer cancellation with a cutoff of 24 hours before the start (the field takes minutes, so enter 1440).
Customers and features
Dependents: Turn dependents on under Settings → Customer so a parent books for a child or an elderly parent from one account.
Custom features to switch on at /admin/custom-features (each uses a feature point):
- Client Intake Forms — is required before the first visit.
- Announcements — tells patients about clinic holidays and new practitioners.
- Branded App — puts the clinic on the patient's home screen.
- Automated Reminders & Notifications — reminds patients the day before and after a missed follow-up.
Worked examples for this business: Equipment for an Acupuncture Clinic (Equipment → Items) and Appointment add-ons for an Acupuncture Clinic (Appointments → Addons).
Do it with the assistant
The admin AI assistant reads this playbook and can set the business type, create services and classes, passes, link instructors, set working hours, buffers and the time frame, and enable features — every change is shown for approval before it is saved. Try:
- “Create a Initial consultation service, 60 minutes, 1500, open buffer 5, close buffer 10.”
- “Enable dependents so parents can book for their children.”
- “Add a Treatment course 6 pass: 6 visits, 120 days, 6600.”
