Service Types
Service types define what your business offers and control how appointments are scheduled. Each service type has its own duration, pricing, availability, and booking rules.
What Are Service Types?
A service type represents something a customer can book — a consultation, a cleaning, a repair visit, or any other service. When your AI agent books an appointment, it uses the service type’s rules to find available time slots.
Creating a Service Type
Go to Dashboard > Business and open the Appointment Settings section.
| Field | Description | Default |
|---|---|---|
| Name | Service name (e.g., “Initial Consultation”) | Required |
| Description | What the service includes | Optional |
| Duration | How long the service takes (5–480 minutes) | 30 min |
| Price | Cost of the service | Optional |
| Color | Color for calendar display | Optional |
Scheduling Rules
Each service type has rules that control when and how it can be booked.
Buffer Times
| Setting | Description | Default |
|---|---|---|
| Buffer before | Prep time before the appointment starts | 0 min |
| Buffer after | Cleanup or transition time after the appointment ends | 0 min |
Buffers block off time around the appointment so your schedule isn’t back-to-back.
Example: A 45-minute dental cleaning with 15 minutes buffer before and after blocks a total of 75 minutes on the calendar.
Booking Limits
| Setting | Description | Default |
|---|---|---|
| Max per day | Maximum appointments of this type per day | Unlimited |
| Advance booking days | How far in the future customers can book | 30 days |
| Min advance hours | Minimum notice required to book | 1 hour |
Availability Window
| Setting | Description | Default |
|---|---|---|
| Available days | Days of the week the service is offered | Monday–Friday |
| Start time | Earliest time the service is available | Not set |
| End time | Latest time the service is available | Not set |
If start and end times are not set, the service follows your general business hours.
How Availability Works
When a caller asks to book an appointment, the AI agent checks all of these before offering a time slot:
- Available days — Is the requested day one of the service’s available days?
- Time window — Is the requested time within the start and end times?
- Advance booking — Is the date within the advance booking window?
- Minimum notice — Is there enough lead time before the appointment?
- Max per day — Has the daily limit been reached?
- Existing appointments — Are there any conflicts including buffer times?
- Time slots — Is the slot available, blocked, on break, or reserved?
Time Slot Types
Time slots on the calendar have different types that affect availability:
| Type | Description |
|---|---|
| Available | Open for booking |
| Blocked | Manually blocked off |
| Break | Staff break time |
| Meeting | Internal meeting |
| Reserved | Held for a specific purpose |
Only Available slots can be booked by the AI agent.
Industry Examples
| Industry | Service | Duration | Buffer | Max/Day | Advance |
|---|---|---|---|---|---|
| Dental | Cleaning | 45 min | 15 min before/after | 8 | 90 days |
| Legal | Initial consultation | 60 min | 10 min after | 6 | 30 days |
| Salon | Haircut | 30 min | 5 min after | 16 | 14 days |
| Healthcare | Follow-up visit | 15 min | 5 min before | 20 | 60 days |
| Real Estate | Property showing | 30 min | 15 min after | 8 | 7 days |
| Auto Shop | Oil change | 30 min | 10 min after | 12 | 14 days |
Managing Service Types
- Edit — Update any setting at any time
- Reorder — Change the display order
- Deactivate — Hide a service without deleting it (existing appointments are unaffected)
- Delete — Remove a service type (existing appointments keep the service name but lose the link)
Deleting a service type does not cancel existing appointments. They retain the service name but are no longer linked to the service type’s rules.
Tips
- Set realistic buffers — Account for prep and cleanup time so your schedule stays manageable
- Use max per day limits — Prevent overbooking for demanding services
- Match advance booking to your business — Restaurants may need 7 days, healthcare may need 90 days
- Set minimum notice — Avoid same-hour bookings if you need preparation time