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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.

FieldDescriptionDefault
NameService name (e.g., “Initial Consultation”)Required
DescriptionWhat the service includesOptional
DurationHow long the service takes (5–480 minutes)30 min
PriceCost of the serviceOptional
ColorColor for calendar displayOptional

Scheduling Rules

Each service type has rules that control when and how it can be booked.

Buffer Times

SettingDescriptionDefault
Buffer beforePrep time before the appointment starts0 min
Buffer afterCleanup or transition time after the appointment ends0 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

SettingDescriptionDefault
Max per dayMaximum appointments of this type per dayUnlimited
Advance booking daysHow far in the future customers can book30 days
Min advance hoursMinimum notice required to book1 hour

Availability Window

SettingDescriptionDefault
Available daysDays of the week the service is offeredMonday–Friday
Start timeEarliest time the service is availableNot set
End timeLatest time the service is availableNot 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:

  1. Available days — Is the requested day one of the service’s available days?
  2. Time window — Is the requested time within the start and end times?
  3. Advance booking — Is the date within the advance booking window?
  4. Minimum notice — Is there enough lead time before the appointment?
  5. Max per day — Has the daily limit been reached?
  6. Existing appointments — Are there any conflicts including buffer times?
  7. 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:

TypeDescription
AvailableOpen for booking
BlockedManually blocked off
BreakStaff break time
MeetingInternal meeting
ReservedHeld for a specific purpose

Only Available slots can be booked by the AI agent.

Industry Examples

IndustryServiceDurationBufferMax/DayAdvance
DentalCleaning45 min15 min before/after890 days
LegalInitial consultation60 min10 min after630 days
SalonHaircut30 min5 min after1614 days
HealthcareFollow-up visit15 min5 min before2060 days
Real EstateProperty showing30 min15 min after87 days
Auto ShopOil change30 min10 min after1214 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

  1. Set realistic buffers — Account for prep and cleanup time so your schedule stays manageable
  2. Use max per day limits — Prevent overbooking for demanding services
  3. Match advance booking to your business — Restaurants may need 7 days, healthcare may need 90 days
  4. Set minimum notice — Avoid same-hour bookings if you need preparation time
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