Who this is for: Admins Only
Understanding the two settings
Before configuring, it helps to know how these two settings relate:
Appointment Event Types — the appointment types your staff use when creating appointments internally (e.g., Comprehensive Eye Exam, Contact Lens Eval). Each type has a name, duration, exam template, and color.
Appointment Request Options — the appointment types patients see when booking online. Each option must be linked to a specific Event Type and must have the same duration as that Event Type.
Creating an Appointment Event Type
In the main menu, click Appointments.
Click Settings.
Click New Event Type.
Enter a name for the event type.
Set the duration.
Choose the associated exam template.
Select an appointment color.
Save.
Creating an Appointment Request Option
In Appointments → Settings, navigate to Appointment Request Options.
Click New Request Option.
Enter a name for the online appointment (e.g., Comprehensive Eye Exam, Contact Lens Eval).
Set the duration — this must match the duration of the Event Type you're linking to.
Link it to the relevant Event Type.
Save.
What you'll see when it works
The new Event Type appears as an option when staff create appointments internally. The new Request Option appears on your public booking page for patients to select.
Troubleshooting
My new appointment type isn't appearing on the public booking page.
Confirm you created an Appointment Request Option — not just an Event Type. Event Types are for internal use only. Also confirm the Request Option's duration matches its linked Event Type exactly.
My online scheduling page shows no appointments at all.
This is usually a configuration issue. See Why isn't my online scheduling link showing appointments? for a full checklist.