# How to create an appointment type in Stacks — Stacks Features > Set up a bookable appointment type in Stacks scheduling: name it, set the duration and booking rules, assign a team member, add a free video room or your own Zoom/Meet/Teams link, then share your booking link. Markdown version of https://stackscrm.com/features/create-appointment-type — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Features](https://stackscrm.com/features) › [Scheduling](https://stackscrm.com/features#scheduling) › **Create an appointment type** # How to create an appointment type in Stacks Scheduling · about 4 min · updated Aug 2026 An appointment type is a bookable meeting people can reserve with you — a 30-minute intro call, a 60-minute strategy session, a site visit. You define it once (name, length, who it's for, a few rules), and Stacks gives you a shareable booking link. Here's how to set one up. ## Before you start - You'll need the **Scheduling** module active on your account — it's included, with unlimited users. - Creating, editing and deleting appointment types is limited to **admins and managers** — team members and view-only users can't save one. - **Optional:** to collect a deposit or payment at booking, connect Stripe first under **Settings → Payments**. - **Optional:** to ask booking questions, create contact custom fields under **Settings → Custom Fields** — you'll pick which to ask on the form. ## Step by step 1. **Open Appointment Types.** In Stacks, go to **Scheduling**, open **Appointment Types**, and click **+ New Type**. 2. **Name it and set the duration.** Give it a clear name — e.g. *30-Minute Intro Call* — and choose a length from the presets (**15, 30, 45, 60, 90 or 120 minutes**; 30 is the default). Optionally add a description (shown on the booking page) and pick a color to tell it apart at a glance. 3. **Choose who it's for.** Under **Assigned To**, leave *Anyone on the team* to auto-assign a free member, or pick one person — then only **their** availability is offered for this type. 4. **Set your booking rules.** All optional: a **buffer** to pad free time around each appointment, a **minimum notice** so slots too soon from now are hidden, and a **max bookings per day** cap. Leave any field at **0** to turn it off. 5. **Add a video option.** Pick **No video** (in person or phone), **Auto-create a video room** — a free, unique link per booking with no account needed — or **Use my own link** and paste your Zoom, Google Meet or Teams room. Stacks adds the link to the confirmation email, calendar invite, and booking page. 6. **Collect payment or ask questions (optional).** Require a **deposit** or **full payment** at booking (needs Stripe connected), and tick any contact fields you want to ask as **intake questions** — answers save straight to the customer's contact record. 7. **Publish it.** Keep **Active** and **Public** checked, then click **Create Appointment Type**. Stacks generates a booking link (e.g. `/booking/30-minute-intro-call`) that you can copy from the list and share. 💡 **It's all free.** Every part of building an appointment type — video rooms, buffers, intake questions, per-person assignment — is included at no cost, with unlimited users. **AI Pro** ($99/mo) adds AI and priority support, not extra scheduling features. (Collecting payment at booking just needs your own Stripe account connected.) ## Good to know - **Active vs. Public.** *Active* turns the type on; *Public* lists it on your booking page. Your shareable booking link only appears once a type is **both** Active and Public. - **The booking link is automatic.** Stacks builds a URL slug from the name (e.g. *30-Minute Intro Call* → `30-minute-intro-call`) and keeps it unique. The list view shows the link plus a website embed snippet — click either to copy. - **Auto video rooms are per-booking.** Each booking gets its own unique, unguessable room link — no scheduling of rooms and no accounts to manage. - **Own link falls back safely.** If you paste a "bring your own" link that isn't a valid web address, Stacks quietly switches the type back to no video rather than sending a broken link. - **Change it anytime.** Editing a type updates its settings going forward; existing bookings keep their details. ## Frequently asked Do I need a Zoom or Google Meet account for video calls? No. Choose **Auto-create a video room** and Stacks generates a free, unique meeting link for each booking — nothing to install or sign up for. If you'd rather use your own room, paste a Zoom, Meet, or Teams link instead. What meeting lengths can I offer? The duration picker offers **15, 30, 45, 60, 90 and 120 minutes**, with 30 selected by default. How do people actually book me? Once the type is Active and Public, its booking link and an embeddable widget appear on the Appointment Types list. Share the link or drop the embed on your site. (You'll also want to **set your availability** so there are open slots to book.) Was this helpful? ## Related articles [Import your contacts →](https://stackscrm.com/features/import-contacts) [Set your availability & take bookings →](https://stackscrm.com/features/set-availability-take-bookings) [Connect Stripe to take payments →](https://stackscrm.com/features/connect-stripe-payments) [Add intake questions with custom fields →](https://stackscrm.com/features/add-custom-fields-to-contacts) ### Ready to fill your calendar? Core business tools, unlimited users, free forever. 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