Booking Type Tab

The Booking Types section provides a structured way to manage various types of services offered. This section is designed to give an overview of available booking options, their respective details, and management actions.

Quick Actions

Copy Booking Link

• Click to copy a direct link to share or embed the booking type on external platforms or emails.

Shortcode

• Each booking type comes with a unique shortcode, making it simple to integrate into WordPress pages or posts. To use it, copy the shortcode for the desired booking type, create a new page in WordPress, add a Shortcode block, paste the copied code, and publish the page. Finally, click on View Page to see the booking form in action. 

Clone Your Booking Type

• Create a duplicate of an existing booking type to save time when adding similar services.

Delete Booking Type

• Remove a booking type permanently from the system. Confirmation is required to prevent accidental deletion.

Create New Booking Type

• Add a new booking type by defining its name, duration, price, and other relevant details.

Directory

• View a comprehensive directory of all booking types for quick access and management.

Booking Type Creation Form

By clicking the Add Booking Type module, you’ll see all required fields which are show in the below screenshot:

This form allows users to create a new booking type, specifying various details such as title, duration, staff, description, availability, and unavailable dates.

Form Fields and Options

1. Background Image
   • Browse: click to upload an image that will be used as the cover image for this booking type.
2. Title
   • Title: enter the title for the booking type. This field is required.
3. Slug
   • Base URL Slug: Customize the URL slug used for the booking type link.
4. Duration
   • Duration: select the duration for the booking from the dropdown menu. Options might include various predefined time slots such as 20 minutes, 60 minutes, 1 hour, etc.
5. Staff
   • Staff: select the staff member responsible for this booking type from the dropdown menu.
6. Description
   • Description: enter a detailed description of the booking type. The text editor allows basic formatting such as bold, italic, block quote, lists, and code.

Availability

When are this Booking Types available?

• Weekly: Choose this option if the availability is based on a weekly recurring schedule.
• Specific Dates: Choose this option if the availability is based on specific dates.

Define your Weekly Availability as follows:

• Day Selection:
  • Monday – Sunday: Check the box next to the day to make it available.
  • Time Slot: Specify the start and end times for availability on the selected day. Multiple time slots can be added by clicking the “+ Add New” button.

Define Your Specific Dates Availability Below:

• Date Selection:
  • Select Specific Available Date.
  • Time Slot: Specify the start and end times for availability on the selected day. Multiple time slots can be added by clicking the “+ AddNew” button.

Unavailable Dates

• Add Unavailable Dates: check this option to specify dates that should be excluded from the weekly availability.
• Define Specific Dates That Will Be Excluded From Your Weekly
  Availability:
  • Date Field: select the date to be marked as unavailable.
  • Time Slot: specify the start and end times for unavailability on the selected date.
  • Duplicate: quickly duplicate the unavailable date entry for adding more unavailable slots.
  • Add New Date: add a new row for additional unavailable dates.

Actions

• Save Booking Type: click this button to save the new Booking Types with all the specified details.

Booking Type Creation Form

By clicking the Add Booking Type module, you’ll see all required fields which are show in the below screenshot:

This form allows users to create a new booking type, specifying various details such as title, duration, staff, description, availability, and unavailable dates.

Form Fields and Options

1. Background Image
   • Browse: click to upload an image that will be used as the cover image for this booking type.
2. Title
   • Title: enter the title for the booking type. This field is required.
3. Slug
   • Base URL Slug: Customize the URL slug used for the booking type link.
4. Duration
   • Duration: select the duration for the booking from the dropdown menu. Options might include various predefined time slots such as 20 minutes, 60 minutes, 1 hour, etc.
5. Staff
   • Staff: select the staff member responsible for this booking type from the dropdown menu.
6. Description
   • Description: enter a detailed description of the booking type. The text editor allows basic formatting such as bold, italic, block quote, lists, and code.

Availability

When are this Booking Types available?

• Weekly: Choose this option if the availability is based on a weekly recurring schedule.
• Specific Dates: Choose this option if the availability is based on specific dates.

Define your Weekly Availability as follows:

• Day Selection:
  • Monday – Sunday: Check the box next to the day to make it available.
  • Time Slot: Specify the start and end times for availability on the selected day. Multiple time slots can be added by clicking the “+ Add New” button.

Define Your Specific Dates Availability Below:

• Date Selection:
  • Select Specific Available Date.
  • Time Slot: Specify the start and end times for availability on the selected day. Multiple time slots can be added by clicking the “+ AddNew” button.

Unavailable Dates

• Add Unavailable Dates: check this option to specify dates that should be excluded from the weekly availability.
• Define Specific Dates That Will Be Excluded From Your Weekly
  Availability:
  • Date Field: select the date to be marked as unavailable.
  • Time Slot: specify the start and end times for unavailability on the selected date.
  • Duplicate: quickly duplicate the unavailable date entry for adding more unavailable slots.
  • Add New Date: add a new row for additional unavailable dates.

Actions

• Save Booking Type: click this button to save the new Booking Types with all the specified details.

Advanced Booking Type Option

Availability Details

• How Far Out Can Users Book?: select the number of days ahead users can book.
• Minimum Meeting Padding (Or Buffer): select the amount of time to pad between meetings.
• Enter Maximum Number Of Bookings: enter the number of maximum bookings.
• Enter Minimum Number Of Bookings: enter the number of minimum bookings.
• Set Slots Per Booking: check this box to set the number of slots per booking.
• Enter Number Of Slots Per Booking: enter the number of slots.

Location

• Online Video Conference: select this option if the meeting is to be held via an online video conference.
• Physical Address: select this option if the meeting is to be held at a physical address.
• Phone Number: select this option if the meeting will be via phone call.
• No Location: select this option if no location is needed.
• Enter URL Below: if “Online Video Conference” is selected, enter the URL for the video conference.

Enable Guest Booking

• Enable Guest Booking: check this box to allow guest booking.

Charge For This Booking

• Price: enter the price for this booking.

Custom Confirmation Email

• Custom Confirmation Email: check this box to enable custom confirmation emails.
• Add Media: click to add media to the email.
• Email Content: enter the custom email content. The text editor allows basic formatting such as bold, italic, block quote, lists, and code.

Enable Custom Confirmation Redirect Page

• Redirect URL: enter the URL to which users will be redirected after booking confirmation.

Enable Private Mode

• Enable Private Mode: check this box to enable private mode for this booking type.

Questions to Invitees

• Add New Question: click this button to add a new question for the invitees.
• Question 1: enter the first question.
• Select Type: choose the type of response expected (e.g., phone number, text).
• Delete: Click to delete the question.

Actions

• Cancel: click this button to cancel the booking creation.
• Apply Advanced Booking: click this button to save the new booking type with all the specified details.

Edit Booking Type

The Edit functionality allows you to modify the details of an existing booking type with ease, ensuring that the information stays up-to-date and relevant. You can adjust the duration to better suit your service requirements, update the price to reflect any changes in rates or promotional offers, and revise the description to provide more clarity or highlight new features.