Configure the types of appointments your jewelry store offers.
Accessing Appointment Types
Navigate to Appointments > Appointment Types.
Creating an Appointment Type
- Name — Type label (e.g., "Consultation", "Ring Sizing")
- Description — What this appointment type covers
- Default Duration — Default duration in minutes
- Color — Color for calendar display
- Is Active — Toggle availability
Suggested Appointment Types
| Type | Duration | Description |
|---|---|---|
| General Consultation | 30 min | Browse and discuss options |
| Engagement Ring Consultation | 60 min | Detailed engagement ring selection |
| Custom Design | 60 min | Custom jewelry design session |
| Ring Sizing | 15 min | Professional ring size measurement |
| Repair Drop-off | 15 min | Drop off items for repair |
| Repair Pick-up | 10 min | Collect repaired items |
| Watch Service | 20 min | Watch service intake |
| Appraisal | 45 min | Professional jewelry appraisal |
| VIP Private Viewing | 90 min | Exclusive viewing for VIP customers |
| Gift Selection | 30 min | Assisted gift shopping |
Using Appointment Types
- When creating an appointment, selecting a type auto-fills the default duration
- Types help with scheduling and resource planning
- Color coding makes calendar views more readable
- Analytics can be filtered by type to understand service demand
Best Practices
- Keep types focused — Each type should represent a distinct service
- Set accurate durations — Helps with scheduling and avoiding overbooking
- Use colors wisely — Distinct colors make the calendar easier to read
- Deactivate, don't delete — Preserve historical data by deactivating unused types