Appointment Types Overview
Appointment types define the services your business offers. When a customer books through your booking page, they're selecting an appointment type. When you assign a user to a job, you're matching them to an appointment type. They're the connective tissue between your customers, your team, and your schedule.
What is an appointment type?
An appointment type represents a single service your business provides. Here are some examples across different industries:
| Industry | Example appointment types |
|---|---|
| Roofing | Roof Inspection, Repair Estimate, Full Replacement Consultation |
| HVAC | AC Repair, Furnace Tune-Up, New System Quote |
| Plumbing | Drain Cleaning, Leak Repair, Water Heater Installation |
| Electrical | Panel Upgrade Estimate, Outlet Installation, Safety Inspection |
| Landscaping | Lawn Mowing, Landscape Design Consultation, Sprinkler Repair |
Each appointment type carries its own settings for duration, buffer time, booking questions, team eligibility, lead scoring, and notifications. This means you can tailor the entire booking and scheduling experience on a per-service basis.
How appointment types connect to the rest of Driive
Appointment types sit at the center of several key features:
- Booking pages — Your booking page presents appointment types as service options. Customers pick one when they book. See Booking Pages.
- Requests — Every request carries an appointment type (or "Not sure yet" while you're still gathering details), which determines the questions to ask and who can do the work.
- Scheduling — Duration, buffer times, and booking windows are all defined per appointment type. These rules determine what time slots are available. This tab also sets whether the type books by exact time or by arrival window.
- Team eligibility — You control which teams and users can be assigned to each type. See Team Eligibility.
- Booking questions — Each type can have its own set of questions that customers answer during booking. See Booking Questions.
- Lead scoring — Answers to booking questions can feed into a lead score that qualifies or disqualifies incoming requests. See Lead Scoring and Qualification.
- Notifications — Confirmation, reminder, cancellation, and reschedule notifications can be customized per type. See Notification Settings.
The appointment types page
Navigate to Setup > Appointment Types in the sidebar. Here you'll find a list of all your appointment types with the following tools:
Search and filter
Use the search bar at the top to find a specific type by name. If you have many appointment types, this is the fastest way to locate one.
Active and Inactive
Each appointment type has an Active/Inactive status:
- Active — The type is live. It appears on your booking pages, and customers can select it when booking.
- Inactive — The type is hidden from booking pages. Existing appointments of this type are not affected, but no new bookings can be made.
This is useful for seasonal services — activate "Snow Removal" in winter and deactivate it in spring, without deleting the configuration.
Quick info at a glance
The list page shows key details for each appointment type, like the display name, the icon and color you selected, the duration range (e.g., "1h - 2h"), and its Active or Inactive badge.
Click any type to open the full appointment type editor.
Managing your appointment types
From the appointment types page, you can:
- Create a new type — Launch the creation wizard. See Creating an Appointment Type.
- Edit an existing type — Click any type in the list to open its editor, organized into General, Scheduling, Team, Questions, Notifications, and Settings tabs. Click Save Changes when you're done.
- Duplicate a type — Use the Duplicate action to copy an existing type as a starting point for a similar service.
- Activate or deactivate — Toggle a type on or off without deleting it.
Tip: If you no longer offer a service, set the type to Inactive instead of deleting it. This preserves your historical appointment data.
Next steps
- Creating an Appointment Type — Walk through the setup wizard step by step.
- Scheduling Settings — Configure duration, buffers, and booking windows.