Features · Appointments · Setup
Set module behavior
Settings controls how the whole module behaves — whether it's on, who sees whose appointments, and how far ahead people can book.
General
- Module enabled
- Turns the appointments module on or off for the workspace.
- Portal booking enabled
- Lets members self-book from the portal. See Let members book their own appointments for the full setup.
- Staff cross-visibility
- Lets staff see appointments for providers other than themselves.
Scheduling rules
These set the booking window.
- Reminder lead (min)
- When reminders are sent ahead of an appointment.
- Minimum lead (min)
- How far ahead a booking must be — this stops last-minute slots.
- Maximum lead (days)
- How far out bookings are allowed.
Save to see Settings saved.
Check who can do what
Who can do what? opens a plain-English map of appointment permissions, drawn from your workspace's existing roles. Open it when you're unsure why someone can or can't book.