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 team member 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:

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.

• Scheduling — Duration, buffer times, and booking windows are all defined per appointment type. These rules determine what time slots are available.

• Team eligibility — You control which teams and team members 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, and follow-up notifications can be customized per type. See Notification Settings.

• Calendar — Appointments appear on the Calendar color-coded by their type.

The appointment types page

Navigate to the appointment types page from your 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.

You can also filter the list by status (Active or Inactive) to focus on just the types that are currently in use or the ones you've paused.

Active and Inactive toggle

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.

Toggle a type's status directly from the list page without opening the full editor. 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:

• Name and icon — The display name and the icon you selected.

• Duration — The duration range (e.g., "1h - 2h").

• Status — Active or Inactive badge.

• Team eligibility summary — How many teams or members are eligible.

Click any row to open the full appointment type editor.

Managing your appointment types

From the appointment types page, you can:

• Create a new type — Click the "Create" button to launch the creation wizard. See Creating an Appointment Type.

• Edit an existing type — Click any type in the list to open its settings. Changes are saved as you update each section.

• Activate or deactivate — Toggle a type on or off without deleting it.

Tip: You cannot delete an appointment type that has existing appointments associated with it. If you no longer offer a service, set the type to Inactive instead. 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.