How to Create an Appointment

Union now allows you to create appointments that is based around you and your teachers ability for your students to book! This feature is currently in beta but please reach out to if you are interested in having the feature apart of your org.

Customers can book? Yes
Admins/Teachers/Front Desk can book appointments in the register? Yes
Can you sync with a calendar app (i.e. for availability)? Yes
Teachers receive email notifications when a class is booked? Yes
Can schedule one-off (manual) appointments? Yes

Create an Appointment

While not necessary, you can create a new location for your appointment. Just be sure to have the space be streamable and visible. Before you create your appointment(s) you may require adding a new event category or payroll rule. However, these can be added on after the appointment has been created.

To create an appointment, visit Products > Appointments > New Appointment

Like an event build in Union, add in the details about your appointment like the name, description and photo.

If you set the Appointment to Public, your customers will be able to find the schedule and book themselves. If Public is disabled and the Appointment is Private, customers can only book if you send them the direct link.

Next, you'll want to add the appointment availability! Similarly to building an event, you can choose a specific teacher, add a capacity, choose the appropriate location and space, and select the registration types. 

Then, add the start date and time for when the appointment will begin. You can then add the time availability for this schedule. Add the duration of the appointment. If you would like to have a buffer added, this will be added to the start and end of each appointment booked. 

You can choose the booking increments for customers to book. If your availability is a duration of one hours, choose by duration would show your customers one hour durations. For example, 12pm, 1pm, 2pm, etc. Every 15 minutes would show 12pm, 12:15pm, 12:30pm, etc.

Next, decide how often this scheduled appointment should occur. Like an event on Union, an appointment can hold many availabilities per appointment created. Simply click Add Availability at the bottom of the Availability builder.

Then choose the appropriate event category. If you require a cap for your virtual appointments, please be sure to select Enforce Online Capacity Limit. If you're using Union's payroll feature, please be sure to update your payroll category so the correct rule will be applied. Then Create your appointment!

Learn how to Book Appointments in the Register

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