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Appointment types define what customers can book. Create appointment types from Settings → Appointment types.

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Create an appointment type

  1. Go to Settings → Appointment types.
  2. Click Add appointment type.
  3. Enter a title.
  4. Optionally add a description.
  5. Set the duration in minutes.
  6. Continue into the appointment type editor.
Clearline creates a slug from the title and assigns the first available active workspace member as the initial advisor.

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Details

Configure:
  • Title shown to customers.
  • Color used in scheduling views.
  • Description shown on the booking page.
  • Duration in minutes.

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Advisors and routing

Add team members who can be booked. Then choose an assignment strategy:
StrategyBehavior
First availableBooks the first advisor with matching availability.
Round robinDistributes appointments across advisors.
Contact ownerPrefers the contact owner when available.

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Availability

Configure the weekly schedule, buffers, minimum notice, maximum advance days, and time-slot interval. Times are shown in the workspace timezone.

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Advanced policy

Advanced settings control whether bookings require manual confirmation and whether customers can cancel or reschedule.
Screenshot placeholder: add the appointment type Details and Advisors tabs.