Appointments updated with new features

Admin
6 min read
Find out about the new updates to TeamUp's Appointments feature.

Find out about the new updates to TeamUp's Appointments feature.

This blog has been updated on March 24, 2022, to include brand new features to appointments. To see the new updates, jump to the section: "Draft before going live with the new Appointment Type form". 

One of our most exciting feature launches this year was Appointments, the tool that made it easier than ever to deliver one to one services to your customers. To make appointments even better and simpler to use and offer, we made a few enhancements. Here are the things you and your customers can now do with the update.

A graphic a customer using of the updated appointments feature on a tablet.

All details arranged clearly on the confirmation page

One of the first big updates you and your customers will see is the appearance of the checkout page for Appointments. Now you can find all the event, venue, instructor, family member, and membership details neatly organised. Customers can even change the family member who they'd like to book for or membership they would like to use to make their appointment with you.

The booking page in Appointmets

When making an appointment for a child or family member, your customers can choose the family member they're booking for from the drop-down menu.

Selecting the attendee for an appointment.

 

Customise the order of your appointments

Now you can drag, drop, and re-order your appointments however you please. By alphabetical order or grouping appointments by instructor order, this new update makes it flexible for you to position them any way you want. Re-ordering saves automatically and mirrors your customer site so that changes appear in real-time.

Drag and drop to re-order appointments how you want them.

Assign a venue room to a one-off appointments

When creating a last-minute or one-off appointment for a customer that won't normally appear in your availability or schedule, you can now assign a room in your venue to that appointment. That means you'll be able to see and decide exactly what room in your facility you can conduct your appointment without having to figure it out prior to meeting up with your customer.

Selecting a venue for an appointment

Include rich text elements in your description

Make your descriptions for your appointments stand out, even more, using the new rich text elements. The rich text editor allows you to format your description with the use of Headers or body text, bold and italics, and even hyperlink to other pages on your website.

Detailed appointment description.

A description in the text box in

Receive appointment registration notifications

You can now receive notifications for appointment registrations separate from your class registrations. This will make it easier to see who has booked a class and who has booked an appointment.

Notification options for class and appointment registrations.

Choose when to make Appointments visible to members and clients

Hide the appointments tab in your customer site when none are created

Prior to the update if you created appointment types, but hadn't them visible or available to your customers, the tab would show on your customer site, alongside your account, calendar, memberships, and so on. Which can be confusing when customers go to check it out and see no instructors or availability. Now unless you make appointments visible to your customers the tab will not show on your customer site or member app.

The difference on the customer dashboard with and without the Appointments option.

Default your customer site to open to appointments or On-Demand

When embedding TeamUp into your website you can now select appointments or On-Demand to default too when your customer site opens. Typically, most customers opt to default to one of the schedule views, but if appointments or On-Demand are your primary services this is now a great option to direct customers there immediately.

Javascript code to embed TeamUp into your website.

The default view for selecting features.

View archived appointments on their own

If you have archived any appointment types and want to bring them back or see which have been out of use for a while you can now toggle the View Archived button to only see those Appointment types.

Archived appointments.

Draft before going live with the new Appointment Type form

The newest update to appointments allows you to view your appointment type layout in three sections, "Appointment Details", "Memberships & Pricing" and "Instructors & Schedules". Sometimes you know you want to build an appointment type, but don't have all the details yet or have not set up the instructor availability or memberships to go with that appointment. You can now add the information to each of these sections and save and come back to edit them when you have your information ready. 

Create an appointment type

Drafts are not visible on the Customer site, so you can take all the time you need to set up your appointment and review it before publishing it live.

Draft for appointments

Add all the details for your appointments from one page

Within the appointment type form you can add all of the details in each section without leaving the page, including

  • Adding the venue and assigning the rooms

venue and rooms

  • Adding an existing (or new) instructor and one or more of their schedules

Private one to one yoga-png-1

add an instructor

  • Adding an existing instructor and editing an existing schedule or adding a new schedule for this appointment type

Private one to one yoga schedule-1Editing an existing schedule 
 

private one to to one yoga schedule

Adding a new schedule
 

Manage multiple availability schedules for instructors

You and your staff now have the ability to create multiple schedules per instructor for each of your appointment types. With this new update, you can segment your hours of availability for specific appointment types, for example scheduling “Yoga Appointments” in the morning and “Personal Training Appointments” in the afternoon, and show customers your exact availability for the appointment types in their membership plan. Having multiple schedules for your appointment types means:

  • Easier and clearer organisation of availability
  • Your staff and instructors have more control over their schedule and availability
  • The opportunity to build packages and plans around your custom schedules
  • Simpler block out times for time away such as holidays or sick days

manage availability

To learn more about this specific new update, check out our what's new with instructor availability guide.

View all instructor availability under the new staff menu

As each instructor can now have multiple schedules, it can be more difficult to remember which instructor and which schedule is assigned to which appointment type. Now you and your team can easily view each instructor's schedule and which appointment type each of those schedules is assigned to in the new staff menu list. You can also see which venue and which room that schedule and appointment type is assigned to for even more clarity.

Instructor Availability Instructor Availability Schedule

 

Offer drop-in fees for your appointment types

Another update to the new appointment type form is the ability to add a drop-in fee within the Appointment itself. Previous to this update you could create a drop-in membership pack and assign it to the appointment, but now you can do so without requiring a customer to purchase a pack to book this appointment type.

drop-in fees

Additional resources for Appointments

To learn more about Appointments and why you should offer them in your business, check out our guides here:

Thanks for reading!

Appointments aren't the only tool to get an update. Find out about the fresh new design and updated features for your business dashboard here.

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