Creating Appointment Types

Navigate to Appointment Types

In the main menu, click on "Manage" and then select "Appointment Types."

You'll see a button labeled "Create New." Click this to begin.

Give your appointment type a descriptive name. For example, "Roof Repair" or "Plumbing Drain Cleaning." Be clear and concise.

Choose the category that best matches the service. For example, "Roof Repair" will be associated with the "Roofing" category.

Enter the initial price for this appointment type. You can set a fixed price or allow for hourly rates.

Set a start and end date for the appointment. This is important for setting availability rules.

Click the "Save" button to finalize the creation.

Consistency is Key: Use the same naming conventions for all your appointment types. This makes it easier to search and filter.
Regularly Review and Update: Periodically review your appointment types to ensure they still accurately reflect your business needs. Remove outdated types.
Utilize Filters: Use ServTrackr's filtering options to quickly find appointments based on type, date, customer, or other criteria.
Clear Descriptions: Add a brief description to each appointment type explaining exactly what it covers. This helps customers understand the scope of the work.
Scheduled Reminders: Set up scheduled reminders for appointments to ensure you don't miss any deadlines.

"I can't find my appointment type": Ensure you've selected the correct category. Check the spelling of the name.
"Pricing is incorrect": Double-check the price you've entered. If the price is incorrect, you can edit the price directly within the appointment type.
"My appointment types aren't showing up": Refresh the page. Check that you've saved the appointment type. If it still doesn't appear, try clearing the cache in your browser.
"I'm having trouble with filtering": Ensure the filter options are enabled for the appointment type you're working with. Try a different filter combination.