How to Create an Appointment

Union empowers you to craft personalized appointments that align with your schedule and your teachers' availability. This feature provides a flexible solution to accommodate unique booking needs. In this guide, we'll walk you through the steps to seamlessly create and manage appointments with Union. Let's get started!

Key Features Overview:

• Customers can book appointments.
• Admins, teachers, and front desk staff can book appointments for students from the register.
• Syncing with calendar apps for availability tracking is supported.
• Teachers receive email notifications when an appointment is booked.
• Manual, one-off appointments can be scheduled.

Creating an Appointment Type:

1. Setting Up Location (Optional):
   • You have the option to create a new location for your appointment. Ensure the space is streamable and visible. Event categories or payroll rules can be added later, if necessary.
2. Accessing Appointment Creation:
   • Navigate to Products > Appointments > New Appointment.

3. Adding Appointment Details:
   • Provide essential information like the appointment name, description, and photo.

4. Setting Appointment Visibility:
   • Public
     • Allows students to find and book appointments
   • Private
     • Requires sending the student a direct link to book
5. Defining Availability:
   • Similar to event creation, select a specific teacher, set a capacity, choose location and space, and pick registration types.

6. Setting Date, Time, and Duration:
   • Specify the start date and time, along with the duration. Optionally, add buffer time at the start and end of each appointment.
7. Configuring Booking Increments:
   • Determine booking increments for customer convenience. For example, if availability is in one-hour slots, customers will see options like 12pm, 1pm, 2pm, etc.

8. Scheduling Recurrence:
   • Decide how often the appointment should occur. Multiple availabilities can be set for a single appointment. Click "Add Availability" to include more time slots.
9. Assigning Event Category and Cap (If Required):
   • Choose the appropriate event category. If needed, enforce an online capacity limit for virtual appointments. Ensure the correct payroll category is selected for payroll rules.
10. Finalize and Create the Appointment:
    • Review all details and click "Create" to finalize the appointment.

By following these steps, you can effectively create and manage appointments in Union. If you have any further questions or require assistance, please do not hesitate to contact our support team at support@union.fit. We are here to help you make the most of this feature!