How to Assign an Appointment Type to a Location

Learn how to assign appointment types to locations so customers know where appointments take place. Locations can be physical addresses, virtual meeting links, or hybrid options.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage schedules (typically organization owners and admins have this permission)
• A location created (physical, virtual, or hybrid)
• An appointment type to configure

Steps

Step 1: Create Location (If Needed)

1. Create a location first (if you haven't already):
   • Go to Organization Management → Locations (or Settings → Locations)
   • Click Add Location or Create Location
   • Enter location details:
     • Name: Location name
     • Type: Physical, virtual, or hybrid
     • Address: Physical address (if physical)
     • Meeting Link: Virtual meeting link (if virtual)
   • Save the location

Important: Create locations before assigning them to appointment types.

Step 2: Navigate to Appointment Types

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Calendar in the left sidebar
3. Click Manage (or go to https://app.joinzipper.com/dashboard/calendar/manage)
4. Click the Appointment types tab
5. You'll see your appointment types

Step 3: Select Appointment Type

1. Find the appointment type you want to configure
2. Click on the appointment type to open it
3. Or click Edit next to the appointment type

What happens next: The appointment type edit form will open.

Step 4: Find Location Section

1. In the appointment type edit form, find the Location section or dropdown
2. This section contains:
   • Location selection dropdown
   • Location configuration options
   • Location display settings

Note: Location selection is typically in the appointment type details section.

Step 5: Select Location

1. Select the location from the Location dropdown:

   • Click the Location dropdown
   • Browse available locations
   • Select the location you want to assign
   • Locations include physical addresses, virtual links, and hybrid options

2. Location types:

   • Physical: Shows physical address to customers
   • Virtual: Shows meeting link to customers
   • Hybrid: Shows both address and meeting link

Note: Select the location where appointments for this type will take place.

Step 6: Save Changes

1. Review your location selection:
   • Correct location is selected
   • Location matches where appointments occur
2. Click Save
   • Location assignment will be saved
   • You'll see a confirmation
3. Location assignment will take effect immediately

What happens next: Location will be assigned and:

• Location appears in appointment type details
• Customers see location when booking
• Location is shown in appointment confirmations
• Location information is displayed in customer app

How Location Assignment Works

When a location is assigned:

1. During booking:

   • Location is shown to customers
   • Customers see address or meeting link
   • Location helps customers know where to go

2. In appointment details:

   • Location is displayed in appointment information
   • Customers can view location details
   • Location is included in confirmations

3. For virtual appointments:

   • Meeting link is provided
   • Customers can access virtual appointments
   • Link is included in confirmations

Tips

• Assign locations that match where appointments actually occur
• Use virtual locations for online appointments
• Use physical locations for in-person appointments
• Update locations if appointment locations change
• Create multiple locations for different appointment types

Troubleshooting

Problem: I don't see the Location dropdown Solution: Check that:

• You're editing the appointment type (not just viewing)
• Location section exists in the form
• You have permission to manage schedules

Solution: Make sure you're editing the appointment type. Contact your organization owner if you need access.

Problem: I don't have any locations Solution: Create locations first:

• Go to Organization Management → Locations
• Click Add Location
• Create physical, virtual, or hybrid locations
• Then assign them to appointment types

Solution: Create locations before assigning them to appointment types.

Problem: Location isn't showing to customers Solution: Check that:

• Location is selected and saved
• Appointment type is assigned to a provider's schedule
• Provider has availability set up

Solution: Verify location is saved and appointment type is properly configured.

Problem: I want to change the location Solution: Edit the appointment type:

• Select a different location from the dropdown
• Save changes
• New location will be assigned

Solution: Edit appointment type and select a different location.