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Set up appointment types

Define the kinds of work your team schedules, how long each takes, and its priority.

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Written by Yuli from Onsite

Set up appointment types to define the work your team schedules and the time set aside for it. When you schedule an appointment, types are grouped by trade and show their durations.

Add or edit an appointment type

  1. Open your settings. On web, select your name at the bottom of the sidebar, then Settings. In the mobile app, on Home, select the account icon (the circle of dots) in the upper-right corner.

  2. Select Appointment types. In the mobile app, it's under Company.

  3. Choose a trade.

  4. Open an existing type, or select Add an appointment type.

  5. Review Enable, Display name, and Duration.

  6. Choose a priority: Low, Normal, High, or Urgent.

  7. Review Update history if it's shown. On web, follow the steps on screen. In the mobile app, select Back when you're done.

The list shows disabled types separately from available ones. To change your trades, select Edit trades.

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