Appointment types

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:

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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.