Mapping appointment types allows you to control the types of appointments you make available through the portal. Whichever appointment types you choose to enable on the client portal will be what clients are limited to booking.

📝 You'll need to set up your practitioner profiles first in order to map appointment types to specialties.

📝 Ensure you have created Appointment Types that are defined with clear names and appropriate lengths - remember, you want to make it a simple booking experience for your clients.

Please, follow the below steps to Map appointment Types:

1. From the Dashboard, click on Setup > Settings > Map Specialities to Appointment Types.

2. Click on a relevant Specialty. You will notice the Available Appointment Types column populates with the appointment types you created earlier.
3. Click on the appointment types you want to be available in the client portal from the Available appointment types and click the arrow buttons to move this to the chosen specialty. Click Save.

💡 Make sure the appointment types match the same specialty you selected in your practitioner profiles
💡 You can choose to apply appointment types to as many specialties as required. Mapping is achieved one specialty type at a time.

Steps 1 - 3 

See similar articles regarding your account Map Appointment Types to your Specialties:

📝 Set up Practitioner Profiles for Client Portal
📝 Set availability and locations for Client Portal

📝 Getting started with Client Portal
📝 Create/publish schedules

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

Did this answer your question?