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Allocating appointment types to a Practitioner

Assign which appointent types are bookable for your individual practitioners.

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Written by Alex Pogozo

Keeping your bookings accurate means making sure the right practitioners are available for the right appointments, you don't want your massage therapist being booked for a podiatry appointment!

In Pogozo there are two ways to manage this - you can assign appointment types to a specific practitioner, or assign practitioners to a specific appointment type.


Assigning appointment types to a practitioner

This is the best option when a new team member is starting and you want to get them set up quickly.

Go to My Team and click on the team member's name.

Click Appointment Types.

Under the Bookable column, tick the appointment types you'd like clients to be able to book with that practitioner.

TIP: The appointment types are grouped by appointment category.

You can also select favourite appointment types. Appointments selected as favourites will appear at the top of the dropdown list when manually adding bookings to the Calendar.

TIP: These selections save automatically - no need to click update!

Optionally you can select a default appointment type, this will automatically be selected when you are manually booking in clients. Click Save to lock in your setting.


Assigning practitioners to an appointment type

This is the best option when you're creating a new appointment type and want to assign it to specific team members.

Go to Settings, then Appointments, Classes & Memberships, and select Appointment types.

Find the relevant appointment type, click the three dots to the right and select Edit.

Scroll down to Practitioners available for appointment and select the practitioners you'd like to assign.

Scroll to the bottom and click Update to save.

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