- Appointment Settings — 5-Step Settings (biz1)
- What the Appointment Settings Modal Really Is
The Appointment Settings modal (also called Team Member / Appointment Settings) is a guided five-step configuration wizard that forms the backbone of appointment management in biz1.
This is where administrators design how appointments work in their organization — from defining team members, to creating appointment types, grouping services, building online booking pages, and linking insurance companies.
You can think of this modal as:
The blueprint of your entire appointment system.
Everything that appears later in calendars, booking pages, customer portals, and scheduling workflows originates from this wizard.
Businesses use this modal when they need to:
-
define doctors, consultants, or staff who can take appointments,
-
create different appointment types (consultation, checkup, follow-up, etc.),
-
group services into logical packages,
-
build public or private online booking pages,
-
and manage insurance providers linked to appointments.
If your organization offers appointments, this is the most important configuration area in biz1.
- Where You Find It
The Appointment wizard is accessed from:
Settings → Appointment
This option appears only if the Appointment module is enabled for your organization.
When opened, a large modal appears with a clear progress indicator at the top — 1/5, 2/5, 3/5, 4/5, 5/5 — so users always know exactly where they are in the journey.
Only one step is visible at a time, creating a clean, focused, and guided experience.
- The 5-Step Journey (Big Picture)
The wizard follows a natural, logical flow:
-
Team Members — Who can take appointments
-
Appointment Types — What kinds of appointments exist
-
Appointment Groups — How services are categorized
-
Online Appointment Builder — How customers book online
-
Insurance Companies — Who covers the services
Each step builds on the previous one — you cannot skip randomly, which keeps your configuration structured and error-free.
- Step 1 — Team Members (Who Provides the Service)
What This Step Represents
This step defines the people who can take appointments — typically doctors, consultants, therapists, or staff members.
These are the individuals that will later appear in calendars, booking pages, and appointment reports.
What You See on That Team Members Model
At the top, a circular badge clearly shows 1/5.
The title reads:
Branch Team Member — Next: Appointment Type
If you have permission, you see a large blue “+ Add Appointment” button.
Below is a clean table listing all existing team members with:
-
Team Member ID
-
Name
-
Edit and Delete icons
What You Can Do
You can:
-
Add new team members,
-
Edit existing ones,
-
Remove team members from the appointment system.
When adding or editing, a modal opens where you can configure:
-
which branches the member works in,
-
availability,
-
linked appointment rooms,
-
assigned resources,
-
and other scheduling-related settings.
This step defines who is available for bookings.
Clicking Next loads appointment types and moves you to Step 2.
- Step 2 — Appointment Types (What Services Are Offered)
What This Step Represents
Appointment Types define what kind of appointment a customer can book.
Examples:
-
Initial Consultation (30 min)
-
Follow-Up (15 min)
-
Therapy Session (60 min)
-
Medical Checkup (45 min)
Each type has:
-
a name,
-
a duration,
-
linked groups,
-
and optional special rules.
What You See on That Appointment type Model
The progress badge now shows 2/5.
The title reads:
Branch Appointment Type — Next: Appointment Group
You again see a + Add Appointment Type button (if permitted).
The table includes:
-
Type ID
-
Name
-
Group Name (which category it belongs to)
-
Time (duration)
-
A checkbox labeled “Make This Type Unique”
-
Edit and Delete icons
This table is also sortable — you can drag and drop rows to change the order in which appointment types appear.
What You Can Do
You can:
-
Create new appointment types,
-
Edit names and durations,
-
Assign them to groups,
-
Mark a type as “Unique” if it should not be duplicated,
-
Reorder types via drag-and-drop.
Clicking Next moves you to Step 3.
- Step 3 — Appointment Groups (How Services Are Organized)
What This Step Represents
Appointment Groups are logical categories that bundle related appointment types together.
Examples:
-
Medical Services
-
Therapy Sessions
-
Business Consultations
-
Legal Advice
Groups help structure your services both internally and on online booking pages.
What You See on That Appointment Group Model
The badge updates to 3/5.
The title reads:
Appointment Group — Next: Online Appointment Builder
You see a + Add Appointment Group button.
The table lists:
-
Group ID
-
Group Name
-
Price
-
Edit and Delete options
What You Can Do
You can:
-
Create new groups,
-
Set or edit group prices,
-
Modify group names,
-
Remove unused groups.
Once your groups are set, clicking Next takes you to Step 4.
- Step 4 — Online Appointment Builder (Customer Booking Pages)
What This Step Represents
This is where you design public or private appointment booking pages that customers use to schedule their own appointments.
These pages can be:
-
embedded on your website,
-
shared via link,
-
or used internally.
What You See on That Online Appointment Builder Model
The badge shows 4/5.
The title reads:
Online Appointment Builder — Next: Appointment Insurance Company
You see a + Add Appointment Page button.
Below is a list of existing booking pages with:
-
Page Name
-
Edit and Delete actions
What You Can Do
You can:
-
Create new booking pages,
-
Customize which team members, types, and groups appear,
-
Edit page layout and content,
-
Delete outdated pages.
This step connects your internal appointment setup to the customer-facing experience.
Clicking Next moves you to the final step.
- Step 5 — Appointment Insurance Companies (Who Covers the Service)
What This Step Represents
This step links your appointment system to insurance providers.
If your organization works with insurance, this is where you define:
-
which companies are accepted,
-
and how they relate to customers and services.
What You See on That Appointment Isurance Company Model
The badge now shows 5/5 — the final step.
The title reads:
Appointment Insurance Company
You see a + Add Insurance Company button.
The table lists:
-
Insurance Company ID
-
Company Name
-
Customer Name (if linked)
-
Edit and Delete options
What You Can Do
You can:
-
Add new insurance providers,
-
Edit company details,
-
Remove companies no longer in use.
Since this is the last step, there is no Next button — only Back.
- How Navigation Works (Behind the Scenes)
All five steps live inside the same modal.
When you click Next or Back, the system does not reload the page — it simply hides one step and shows the next.
Each time you move forward, the system fetches fresh data via AJAX to ensure you always see the latest list.
Step 1 loads automatically when the modal opens. Steps 2–5 load their data only when you reach them.
- Permissions & Who Can Edit
Not everyone can modify appointment settings.
You must be:
-
Organization Owner, or
-
Member Admin, or
-
A user with specific permissions such as:
-
doctor_add_edit_delete
-
appointment_type_add_edit_delete
-
appointment_group_add_edit_delete
-
appointment_builder_add_edit_delete
-
appointment_insurance_company_add_edit_delete
-
If you don’t have permission, you can still view lists but not add, edit, or delete.
- Why This 5-Step Design Works
This wizard follows a real-world logic:
-
Define who works (Team Members).
-
Define what services exist (Appointment Types).
-
Organize them into categories (Groups).
-
Expose them to customers via booking pages.
-
Link them to insurance providers.
This prevents:
-
orphan appointment types,
-
booking pages without valid services,
-
or insurance links without defined providers.
It is structured, intuitive, and scalable.
✅ Final Functional Summary
The Appointment Settings (5-Step Wizard) is the heart of appointment management in biz1.
It allows administrators to:
-
configure staff availability,
-
define service types,
-
organize services into groups,
-
design online booking experiences,
-
and manage insurance company integration.
In short:
Team Members = Who provides service
Types = What services exist
Groups = How services are organized
Builder = How customers book
Insurance = Who pays or covers
