Bookings are the core of how you manage your business’s schedule and how you get booked online. Your booking types determine how services are scheduled, delivered, priced, and completed across your entire account.
There are three main booking types:
Appointments — One-on-one scheduled services with set durations, prices, and availability. Ideal for sessions with a single client or household.
Classes — Group-based or recurring activities with enrollment limits, schedules, and automated billing. Perfect for classes, workshops, camps, programs, or recurring group sessions.
Jobs — Multi-step or on-site projects that may require multiple visits, tasks, estimates, and team assignments. Designed for larger or more complex work.
Note: Tasks are not bookings, but they'll also be added to your calendar and schedule if there is a date and time set.
Bookings power every part of your system:
Your calendar
Online booking
Client scheduling
Staff assignments
Invoices & estimates
Job management
Class enrollments
Automated billing
Availability rules
Memberships & plans
By choosing the right booking type for each service, you’ll streamline your day-to-day work and create a smooth experience for your clients.
Appointments
Appointments are ideal for individual sessions—anything where a single client or household is being booked for a specific time.
Your catalog or price book of bookable services is required to create a new appointment. Once services are created, appointments can be published and booked online or kept internal for your team.
Use appointments for services like:
Consultations
1-on-1 sessions
Personal services (hair, beauty, wellness, tutoring, etc)
Professional services (coaching, accounting, design)
On-site estimates
Appointments let you:
Schedule 1-on-1 sessions at set durations
Offer online booking with real-time availability
Adjust pricing and duration per service
Assign staff, locations, and equipment
Add custom add-ons or extras
Quickly take payment at checkout
Classes
Classes are built for any group-based or recurring activity—whether it meets once or repeats weekly. Once created, classes can be published online or kept internal for your team.
Use classes for:
Classes
Group activities
Camps
Workshops and courses
Training programs
Events that recur
E.g. Fitness classes, daycare classrooms, yoga studios, etc.
Classes let you create:
Single or recurring schedules
Weekly, monthly, or seasonal programs
Enrollment limits (max seats)
Multi-day or multi-session structures
Automated invoicing rules
Online self-enrollment for clients
Jobs
Jobs are designed for on-site work, field services, or larger projects, especially when you need to track visits, line-items, stages, costs, or teams—not just a single appointment.
Use jobs for:
Home improvement projects
Field service work
Moving, hauling, or installations
Multi-day or multi-phase projects
Any service that involves multiple visits or tasks
Jobs give you the tools to:
Break work into visits
Track progress from start to finish
Easily convert work into invoices
Assign multiple staff members
Log time, add line items, and track materials
Offer recurring service plans or maintenance programs
Advanced billing for jobs lets you:
Invoice at completion, split a job into multiple partial invoices, or use invoice reminders to keep billing on track.
For recurring jobs, you can bill per visit or at a fixed recurring rate, with automated weekly or monthly cycles that generate both invoices and reminders.
Your Online Booking Experience
Once your services are mapped to the right booking type, your online booking page automatically adapts.
Clients can:
Browse available services
Enroll in classes
Schedule appointments online
Request job estimates or book job visits
Each booking type includes its own online visibility controls, letting you choose what appears publicly and what stays internal.
Templates & Fast Setup
Your platform includes a library of pre-built templates for:
Services (powers appointments and jobs)
Classes
Templates help you launch faster by pre-filling service names, durations, descriptions, and pricing. You can also add custom items or bulk add many services at once to speed up setup for larger businesses.