Optni AIHelp guides

Calendar and bookings

Booking types: length, notice and what the AI may book

A booking type is something a customer can book, like a new patient exam, a haircut or a furnace repair. Your industry gives you sensible starting types. Ava, Max and staff all use these rules.

Who can do this: Owners and admins.

Steps

  1. Step 1: Go to Settings → Appointment types.

    The tab uses your word, for example Job types.

    The booking types settings page listing each type with length, notice and whether the AI may book it.

  2. Step 2: Select Add type, or Edit on a type.

    The Add type button ringed.

  3. Step 3: Set the name and length.

    The type dialog with the name and length fields.

  4. Step 4: Set minimum notice, how far ahead people can book, and the buffer after.

    Minimum notice stops last-minute bookings. The buffer leaves time to clean up or travel.

    Minimum notice, Book up to and Buffer after fields.

  5. Step 5: Choose whether Ava and Max may book it.

    Off means the AI takes a message and staff book it. Use this for anything that needs a person to check first.

    The Bookable by AI switch ringed.

  6. Step 6: Save the type, then add it to the right providers.

    A type is only offered with providers who do it (Settings → Providers).

    The Save type button ringed.