Add a generic in-flow appointment type

A custom appointment type is a simple appointment with just a name and an optional duration — no price, no inclusions, no service category. Custom types don't appear in marketplace search; they're only available during the booking flow once a patient has already chosen your practice.

Common uses: Existing Patient Follow-up, Hygiene Recall, Treatment Review.

What you'll need

• A name.
• Optional: a default duration.

Steps

1. Go to Setup → Appointment Types.
2. Click Add Appointment Type.
3. Switch to the Custom Type tab.
4. Enter the Name.
5. Optionally set a Default Duration in minutes.
6. Click save. You'll see "Custom appointment type created successfully" and the dialog closes.

After adding a custom type

• Enable it on at least one practitioner under Practitioners → edit a practitioner, in the Appointment Types card. See Choose which appointment types a practitioner can do.
• If you're integrated with a PMS, map it to the PMS equivalent. See Map appointment types to your PMS.

Tips & things to watch for

• Custom types won't bring you new patients via search. If you want patients to find you for a specific service, use an offer type instead.
• The portal's own dialog reminder: "Custom appointment types are only available during the booking flow and won't appear in search."

Related articles

• Offer types vs custom types — what's the difference
• Add a priced offer for patients to book
• Choose which appointment types a practitioner can do