Wix Bookings: Creating an Appointment

10 min read

Appointments are perfect for clients who want to meet you privately (1-on-1), in flexible hours that suit their availability. Offering appointments is also a great way to help fill out your quieter business hours.

For example, if you're available to take appointments from 10 AM to 7 PM, clients can book any slot that isn't already taken.

Tip:

Wix Bookings offers three different types of services - classes, courses and appointments. Make sure you choose the right type of service for your business.

Step 1 | Create an appointment

To get started, create a new appointment from the Booking Services tab in your site's dashboard.

To create an appointment:

Go to Booking Services in your site's dashboard.
Click + Add a New Service in the top right.
Choose what you want to do:
- Click Edit to choose the relevant Appointment template based on your business type.
- Click + Start from Scratch to use a blank template.

Step 2 | Add the appointment details

Now you can start adding information about what clients can expect from the appointment. Make sure to include an image and a detailed description to inform your clients.

To add the appointment details:

Click the Expand icon next to Service Details.
Add the important information about your appointment:
- Name: Give the appointment a clear and catchy name to attract more clients.
- Location: Display where you offer the appointment, for example, at your business location, the client’s place or somewhere else.
- Video conferencing: Enable the Video conferencing toggle to offer the service online, where relevant.
- Duration: Click the drop-down to set how long your appointment lasts.
- Buffer time: Click the drop-down to add time between appointments for clean up, prep or travel time that's required.
Enter any additional information about your appointment:
- Add an image: Click the Add icon and upload an image that showcases the service on offer.
- Tagline: Here you can summarize the benefits of booking an appointment (e.g. more flexible choice of times). The subtitle appears under the service name on your service list and service page.
- Description: Offer more details about the services and what additional benefits potential clients can expect.

Tip:

Before saving your appointment, check its preview under Overview to make sure the details are correct. This is what your clients see before they book.

Step 3 | Set your pricing & payment details

After describing your appointment, make your pricing clear and easy to understand for your clients. Choose from a fixed Price, a custom price or offer the service for free.

To set your price & payment details:

Scroll down to the Price & Payment section.
Choose from the following options in the Price type drop-down:

Fixed Price

Free

Varied Prices

Custom Price

(Optional) Step 4 | Add the appointment to a new or existing Pricing Plan

Offer clients a discount by including the appointment as part of a package or membership.

To add the appointment to a new or existing Pricing Plan:

Scroll down to Offer memberships & packages under Price & Payment.
Choose what you want to do:

Create new Package

Create new Membership

Clients pay a recurring fee for the Membership and redeem sessions until their plan expires.

Click Create New Plan.
Click Membership.
Click Next.
Enter the Membership name.
Enter a brief a Description.
What services are included?: Click the drop-down and then click the checkbox next to the services you want to add to the package. Or you can click Select All Services to create an all-inclusive package.
How many sessions can be booked?: Enter the total number number of sessions you offer in the package.
Price and duration: Choose how clients pay for the package from the following options:
- Recurring payments: After checkout, payments auto renew weekly monthly, or yearly.
  1. Click the Payment period drop-down and choose Weekly, Monthly or Yearly.
  2. Click the Payments stop after drop-down and choose from the available options.
  3. Enter the Price in the field provided.
  - (Optional) Enable the toggle to offer a free trial before charging for the membership.
- One-time payment: Clients make a single payment at checkout.
  1. Enter the Price in the field provided.
  2. Click the Membership is valid for drop-down and choose the relevant duration.
- Free: Offer clients a free membership.
  1. Click the Membership is valid for drop-down and choose the relevant duration.
Extra benefits: Select the checkbox next to any relevant benefits you want to include in the package, such as Blog or File Share Subscriptions.
Settings: Further customize your package using the following options:
- Limit to 1 per person: Enable the toggle to make the package a one-time offer for each client.
- Let clients cancel: Enable the toggle to allow clients to cancel their package themselves at any time.
- Clients set start date: Allow clients to set when their package starts at checkout.
- Add a policy: Create your own terms & conditions for the package.
  - Click Add.
  - Enter your terms and conditions in the field provided.
  - Click Save.
Click Save.

Connect an Existing plan

Step 5 | Set the appointment availability

Your staff can offer appointments in their free time between classes and courses. Your appointment hours depend on staff availability during their working hours.

To set the appointment availability:

Click the Expand icon next to Availability.
Click the checkbox next to all staff members who provide the appointment. This sets the appointment availability.
(Optional) Click the Add new staff memberto create a new staff member.
Tip: Remember to set the new staff member's hours later.
Click Show Service Availability to confirm the appointment availability.
Note: Appointment availability depends on the staff members' hours, as well as other factors. Click here to learn more about what affects appointment availability.

Step 6 | Add images to your appointment

Encourage clients to book an appointment by sharing high resolution images showcasing what they can expect.

To add images to your appointment:

Click the Expand icon next to Images.
Add images to your appointment by doing the following:
- Add Cover image: Select an image for the background of your service's header.
- Add Service gallery: Add more high quality images to a gallery for your service page. You can customize the gallery's layout and design in the Editor.
(Optional) Click + Add alt text that describes your images to improve your site's SEO and accessibility.

Step 7 | Additional appointment settings

In the additional settings section, you can further customize the online booking preferences and the booking form for your appointment.

Make the appointment view-only if you want clients contact you for a consultation before booking. Require approval before booking for your most in-demand appointments. Create a custom booking form for the service if you need extra information from clients.

To manage your additional settings:

Click the Expand icon next to Additional Settings.
Click below to learn how to add more settings to your appointment:

Create view-only appointments

Require approval before a booking is confirmed

Create a custom booking form for this appointment

Step 1 | Create an appointment
Step 2 | Add the appointment details
Step 3 | Set your pricing & payment details
(Optional) Step 4 | Add the appointment to a new or existing Pricing Plan
Step 5 | Set the appointment availability
Step 6 | Add images to your appointment
Step 7 | Additional appointment settings

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