Articles on: Scheduling

Creating Event Types

Creating Event Types


Event types define what clients can book with you. Learn how to create and configure different appointment types.


What are Event Types?


Event types are the different kinds of appointments or meetings clients can book:

  • Consultation Call: 30-minute discovery call
  • Strategy Session: 1-hour planning session
  • Quick Check-in: 15-minute update call
  • Workshop: 2-hour training session


Each event type has its own:

  • Duration
  • Price (optional)
  • Availability rules
  • Booking form questions
  • Location settings


Creating an Event Type


Basic Information


  1. Go to Scheduling → Settings → Event Types (or create from dashboard)
  2. Click "New Event Type" or "Create Event Type"
  3. Fill in required fields:
  • Name: "30-Minute Consultation", "Discovery Call", etc.
  • Duration: How long the appointment lasts (15, 30, 60 minutes, etc.)
  • Description: What the appointment includes


Optional Settings


Location:

  • In-Person: Physical location address
  • Phone Call: Phone number
  • Video Call: Automatic meeting link (Zoom, Google Meet, etc.)
  • Custom: Your own meeting link


Pricing:

  • Free: No payment required
  • Require Payment: Set price (uses Stripe)
  • Price Override: Custom price for this event type


Advanced Options:

  • Buffer Time: Time before/after appointment
  • Minimum Notice: Hours before booking allowed
  • Maximum Advance: Days in advance clients can book
  • Require Confirmation: Manual approval needed
  • Allow Rescheduling: Clients can change time
  • Allow Cancellation: Clients can cancel


Event Type Settings Explained


Duration


How long the appointment lasts:

  • 15 minutes: Quick calls
  • 30 minutes: Standard consultations
  • 60 minutes: Longer sessions
  • Custom: Any duration


Buffer Time


Time added before/after appointments:

  • Before: Preparation time (e.g., 15 minutes)
  • After: Wrap-up time (e.g., 15 minutes)


Example: 30-minute appointment with 15-minute buffers = 1 hour blocked in calendar


Minimum Notice


How far in advance clients must book:

  • 2 hours: Book at least 2 hours ahead
  • 24 hours: Book at least 1 day ahead
  • 48 hours: Book at least 2 days ahead


Prevents last-minute bookings.


Maximum Advance Booking


How far in advance clients can book:

  • 30 days: Book up to 30 days ahead
  • 90 days: Book up to 3 months ahead
  • Unlimited: No limit


Booking Limits


Control how many bookings per period:

  • Per Day: Max bookings per day (e.g., 5)
  • Per Week: Max bookings per week (e.g., 20)
  • Per Month: Max bookings per month (e.g., 80)


Payment Settings


Require Payment:

  • Enable to require payment before booking
  • Set price (from product catalog or custom)
  • Uses Stripe for processing
  • Client pays when booking


Payment Options:

  • Link to product from catalog
  • Set custom price override
  • Choose currency


Booking Form Questions


Add questions clients answer before booking:


  1. In event type settings, find "Booking Form" section
  2. Click "Add Question"
  3. Configure question:
  • Type: Text, textarea, dropdown, checkbox
  • Label: Question text
  • Required: Make mandatory
  • Options: For dropdown/checkbox


Common Questions:

  • "What's the purpose of this meeting?"
  • "Any specific topics to discuss?"
  • "Preferred communication method?"
  • "Company name" (if not already collected)


Location Settings


In-Person


  1. Select "In-Person"
  2. Enter Address: Full address where meeting happens
  3. Address shown to clients on booking page


Phone Call


  1. Select "Phone Call"
  2. Enter Phone Number: Number to call
  3. Number shown to clients


Video Call


  1. Select "Video Call"
  2. Choose Provider:
  • Zoom: Automatic Zoom link (requires OAuth)
  • Google Meet: Automatic Google Meet link
  • Microsoft Teams: Automatic Teams link
  • Daily.co: Automatic Daily.co link
  • Custom: Your own meeting link


  1. Meeting link automatically generated and sent


Custom Location


  1. Select "Custom"
  2. Enter Location Details: Any text (e.g., "We'll send address after booking")
  3. Shown to clients on booking page


Event Type Availability


Set different availability for each event type:


  1. Go to Scheduling → Settings → Availability
  2. Use "Event Type" dropdown
  3. Select event type
  4. Set availability for that type only


Use Cases:

  • Quick calls: Only morning hours
  • Strategy sessions: Only afternoon hours
  • Workshops: Only weekends


Activating/Deactivating


To Hide Event Type:

  1. Open event type
  2. Toggle "Active" to OFF
  3. Event type hidden from booking page
  4. Existing bookings remain


To Show Event Type:

  1. Toggle "Active" to ON
  2. Event type appears on booking page


Editing Event Types


  1. Go to Scheduling → Settings → Event Types
  2. Click event type name
  3. Click "Edit"
  4. Make changes
  5. Save


Note: Changes apply to future bookings only. Existing bookings keep original settings.


Duplicating Event Types


Create similar event types quickly:


  1. Open event type
  2. Click "Duplicate"
  3. New event type created with same settings
  4. Edit as needed
  5. Save


Use Cases:

  • Different durations of same service
  • Different prices for same service
  • Similar event types with slight variations


Best Practices


  1. Clear Names: Use descriptive names ("30-Min Consultation" not "Meeting")
  2. Set Duration: Match duration to actual meeting length
  3. Add Descriptions: Explain what appointment includes
  4. Use Buffer Time: Add time between appointments
  5. Set Limits: Prevent overbooking
  6. Require Payment: For paid services, enable payment
  7. Add Questions: Collect necessary information upfront
  8. Test Booking: Book yourself to test experience


Common Event Types


Consultation Call

  • Duration: 30 minutes
  • Location: Video call
  • Price: Free or paid
  • Buffer: 15 minutes before/after


Strategy Session

  • Duration: 60 minutes
  • Location: Video call or in-person
  • Price: Paid
  • Buffer: 30 minutes before/after


Quick Check-in

  • Duration: 15 minutes
  • Location: Phone or video
  • Price: Free
  • Buffer: 5 minutes


Workshop/Training

  • Duration: 2-4 hours
  • Location: In-person or video
  • Price: Paid
  • Buffer: 30 minutes before/after


Troubleshooting


Event type not showing on booking page?

  • Check event type is active
  • Verify availability is set
  • Check user has access
  • Clear browser cache


Can't set duration?

  • Verify duration is valid number
  • Check minimum/maximum limits
  • Try refreshing page


Payment not working?

  • Verify Stripe is configured
  • Check payment is enabled for event type
  • Test payment link
  • Check Stripe API keys


Meeting link not generating?

  • Verify calendar/video provider connected
  • Check OAuth connection status
  • Test connection
  • Reconnect if needed


For more help, see Common Issues.


Next Steps



Updated on: 13/03/2026

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