Appointment Settings
Appointment settings decide how clients book with this location: how close to the start time they can still book or cancel, how far ahead they can book, whether they pick a service or a team member first, and how times are shown. The rules apply to your booking page, WhatsApp chatbots and the AI chatbot. Your own team can still book outside these limits.
You are the account Owner or an Administrator.
Open the settings
- Go to Settings > All Settings.
- Under Schedule, click Digital Appointment. The Appointment Settings page opens.
- Change what you need on each tab and click Save.
Appointment tab
| Setting | What it does |
|---|---|
| Enable Appointments | Turns online appointment booking on or off for this location. |
| Booking Window Ahead for Clients | How many minutes before the start time clients can still book. With 30 minutes, at 8:59 AM the earliest bookable slot is 9:30 AM. |
| Cancellation Deadline for Clients | How many minutes before the start time clients can still cancel or reschedule themselves. |
| Advance Booking Limit for Clients | How many days ahead clients can book. A service can set its own limit. |
| Enable Any Staff Option | Lets clients choose "Any Staff available" instead of a named team member. |
| Booking Flow | Service First (pick a service, then a team member) or Staff First (pick a team member, then one of their services). |
| Disable Staff Selection | Hides the team member step; Whautomate assigns someone who is free. Not available with Staff First. |
| Restrict Credit Usage By Appointment Date | Credits can only be used for appointments on or before the credit expiry date. |
| Turn Off Double Confirmation | Hides the double confirmation markers and link for this location. See Appointment Double Confirmation. |
Class tab
| Setting | What it does |
|---|---|
| Display Remaining Slots Available | Shows clients how many spots are left. |
| Enable Waitlist for Classes | When a class is full, new bookings join the waitlist instead of being refused. |
| Booking Window Ahead for Clients | Minutes before the class when registration closes. A class can override this. |
| Cancellation Deadline for Clients | Minutes before the class when clients can still cancel. A class can override this. |
| Restrict Credit Usage By Class Date | Credits can only be used for classes on or before the credit expiry date. |
| Hide Staff Name For Class | Hides the instructor's name from clients. |
Booking Fields tab
Choose which details clients fill in when booking and rename the fields. See Booking Fields.
Time & Timezone tab
- Clock format: 12-hour (AM/PM) or 24-hour. This only changes how times are shown to clients.
- Default Timezone: the timezone the booking page starts in. Business timezone suits in-person visits; Client's device timezone suits online sessions with clients in other countries. Clients can still switch, and their choice is remembered on their device.
Staff Order tab
Drag team members into the order you want under Staff Display Order, then click Save on that tab. This order is used on the booking page and in WhatsApp flows. Only active team members available for appointments are listed.
Calendar tab
Click Get Calendar Feed and copy the Calendar Feed URL to see every appointment of this location in Google Calendar, Outlook or iPhone. See Sync with External Calendars.