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Sales & money

Set up booking types and availability

Set up the kinds of appointment you offer, with their length, price and deposit.

Where to find it: Settings → Industry & setup → Booking types Owners and admins 5 min

Before you start

  • You're an owner or admin.

The steps at a glance

1Settings →Industry andsetup2Booking types tab3Add a type4Team hours
Step 1 of 4
  1. Tap Settings in the menu and scroll down to the Industry & setup box.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KIndustry & setupSettingsIndustry & setup
  2. Under Make it yours, tap Booking types.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KWordingStagesBooking typesDashboard tilesSettingsWordi…Stag…Booking ty…Dashboard t…
  3. Type a name in New booking type (e.g. Check-up), set Minutes, Price £ and Deposit £, then tap Add.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KNew booking typeCheck-upMinutes30Price £45AddSettingsNew booking typeCheck-upMinutes30Price £45Add
  4. In Bookings & Sales → Consultants, set each person's Start and End and tap Save hours.

    companyflowhq.com/bookingsCompanyFlowHQBoardsDeadlinesApplicationsBookings & S…DealsSignPaymentsBookings & SalesSearch ⌘KOverviewBookingsConsultantsStart09:00Save hoursBookings & SalesOverviewBookingsConsultantsStart09:00Save hours

✅ How do I know it worked?

  • The new type shows on your public booking page.

⚠️ Common mistakes

ProblemYour team is called something else (e.g. Dentists).FixThat's your industry wording — the tab uses your word instead of Consultants.

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