An Appointment Template holds the booking rules that apply to every store it is assigned to. Templates are listed under Platform Admin → Enabled Features → Queueing / Appointments → Appointment Settings; select a template name to open it. The values shown are the defaults on the template named Appointments Template.

Template

SettingDefaultDescription
Template NameAppointments TemplateThe name shown in the Appointment Template assigned to this Store list on each store's Enabled Features tab.

Appointment booking settings

SettingDefaultDescription
Allow Customer to Book Appointments — Minutes after Store Opening0The first bookable timeslot starts this many minutes after the store's opening time for that day.
Allow Customer to Book Appointments — Minutes before Store Closing30No timeslot is offered within this many minutes of the store's closing time.
Default Appointment Duration60 minutesThe length of each appointment timeslot.
Buffer Added to the End of Each Appointment Timeslot0 minutesExtra time reserved after each timeslot before the next one can start.
Default # of Appointment Slots1 per TimeslotHow many appointments can be booked in the same timeslot. Each store's Store Hours has a per-day # of Appointment Slots value as well.

Appointment self-service settings

SettingDefaultDescription
Allow Appointment Booking to Be Made5 days in advanceHow far ahead a customer can book.
Stop Accepting Appointment Bookings4 hours in advanceBookings close this long before the timeslot starts.
Send SMS Reminder to a Customer24 hours before their appointmentWhen the Appointments - Reminder SMS is sent.
Time to Click to Confirm their Appointment5 minutesHow long the customer has to open the confirmation link in the Appointments - Click Link to Confirm message before the booking lapses.
Customers can Cancel / Reschedule their Appointment up until12 hours before their appointment start timeThe latest a customer can cancel or reschedule themselves.
Customer can Check-In for their Appointment30 minutes before their appointment start timeThe earliest a customer can check in on arrival, for example by scanning the store's QR code.

Message sending settings

SettingDefaultDescription
SMS Max Retry2 timesHow many times a failed SMS is resent.
SMS Retry Interval30 secondsWait between SMS retries.
Email Retry Interval30 secondsWait between email retries.

Changes take effect when you select Save Changes on the template. Cancel discards them.

  • Enable Appointments and Enable Calendar Blocking — on the Appointment Settings tab, outside the template.
  • Retain Queueing/Appointment Data for (default 90 days) — on the Queue Settings tab; see Queue settings reference.
  • Per-store opening hours, holiday hours and # of Appointment Slots — on each store's Store Hours; see Set appointment slots per store and per day.