An appointment type describes the service being scheduled, such as Pregnancy Test, Ultrasound, Counseling, or Class Intake.
Open Scheduler > Scheduler Settings > Types, or go to Settings > Schedule > Appointment Types.
Selecting an appointment type opens its settings page with five sections:
• Overview
• Scheduling
• Rules
• Booking
• Charts
For each appointment type, review:
• Name: the internal service name.
• Public name: the label clients see; when blank, CoolFocus uses the regular name.
• Description and color. The color you set here is the same color used on the scheduler calendar, and it now shows as a small colored dot next to the appointment type's name everywhere the type appears in a dropdown or picker: booking forms, the appointment edit sheet, the visit board's walk-in picker, availability blocks, and chart template pickers. Staff can match an appointment type to its calendar color at a glance without opening the calendar.
• Active: controls whether the type can be offered for new bookings. Turning a type inactive removes it from the public booking flow and from appointment-type pickers for new bookings. It does not remove appointments already booked under that type: those keep showing on the List tab and on every Calendar view (Day, Week, Month, Group), exactly as before.
• Hide on Scheduler: hides the type from the CF5 scheduler calendar and appointment-type pickers even while it stays Active. This is meant for legacy CoolFocus 3 appointment types that a center still needs active for the old system, but does not want cluttering the new scheduler. When checked, the type is excluded from the scheduler's Types filter, from appointment-type pickers, and appointments already booked under that type no longer render on the CF5 calendar, even on the List tab or when no type filter is applied. Unlike Active, Hide on Scheduler always hides existing appointments, not just new bookings.
• Category and sort order: organize staff and online booking lists.
The Scheduler card display card on the Overview section controls what appears on the calendar card for appointments of this type:
• Show client name — turn this off to remove the client's name from the calendar card
• Show appointment type — display the service name on the card
• Show time — display the appointment time on the card
• Main field — choose what appears on the primary line: client name, appointment type, or the first optional field
Up to five optional fields can also appear on the card. Empty values hide automatically.
Hiding the client name is useful when staff or volunteers can see the calendar but should not see who is scheduled — for example, in shared workspaces or when the calendar is visible on a screen in a waiting area. This setting is per appointment type, so adjust each type separately. Staff with access to the full client record can still open the appointment or visit to see who is scheduled.
For a dedicated walkthrough, see Hide Client Names from Scheduler.
Use the Scheduling section to control where and when this appointment type can be offered, and who or what must be available.
• Assign every location where the appointment type is offered. A type must be assigned to at least one active location. Without a location assignment, clients cannot book it.
• Assigning a location that is already assigned to this appointment type returns a "Location assignment already exists" message instead of creating a duplicate. If you don't see the location you expect to add, check whether it's already assigned.
• Choose Location Hours when the service follows the site's normal hours.
• Choose or create a custom schedule when the service is offered during a smaller window.
• Select the staffing model: No Staff, Position Pool, or Specific Staff.
• Use Positions when a qualified person must be working. Mark a position required only when the appointment cannot happen without it.
• Use Resources when appointment types share a room, equipment item, or capacity limit. A position answers who is qualified, a shared resource prevents overlapping use across linked appointment types.
If you try to assign a location that is already linked to the appointment type, CoolFocus now blocks the duplicate and shows an error instead of silently creating a second link. This closes a race that could leave two active assignments for the same location, which previously could make the location picker below behave inconsistently.
Below the location list, the Scheduling section includes a preview panel with readiness checks and a Preview location picker, so you can test availability and staffing for a specific location before publishing the appointment type.
• CoolFocus now remembers the location you last previewed for each appointment type. Reopening the appointment type, or navigating away and back, restores your previous Preview location instead of resetting to the first location in the list.
• If the saved preview location is no longer assigned to the appointment type, the picker falls back to an assigned location automatically.
• The preview location only affects what you see while testing. It does not change which locations clients can book at; that is controlled by the location list above.
Open the Rules section and define how appointment times are generated.
• Duration: how long the appointment lasts.
• Start time increment: how often a new appointment may begin. When blank, it follows the duration.
• Booking lead time: the minimum notice required.
• Booking window: how far into the future clients can book.
• Display duration: the length shown to clients, which may differ from internal reserved time.
• Buffer before and after: protected time around the appointment.
• Maximum per day or week: limits bookings for this type.
Duration also drives the immediate booking confirmation. The confirmation message a client gets right after booking online shows this appointment type's duration automatically, and that message has no separate wording editor. To change the duration shown there, change Duration here on the Rules tab; there is no way to edit or hide it only on the confirmation. See Appointment Reminders — Settings & Sending for how immediate confirmations work.
The Booking section controls client-facing publishing, intake forms, and consent documents.
Review:
• Enable Online Booking
• Allow Client Self-Rescheduling — lets a client move an existing appointment of this type to a new time themselves, using a link sent by text reply or through the client portal, instead of calling your office.
• Public label and description
• Booking and preparation instructions
• Translations
• Private booking link
• Public URL slug
• API visibility (Show on API)
A private link allows invited clients to book without showing the type in the public list. Treat regenerated links as replacements for previously shared links.
This setting is off by default for new appointment types, so a center has to turn it on deliberately for each type where self-service rescheduling makes sense. Turn it on for a type like a pregnancy test, where clients can safely pick a new slot on their own. Leave it off for a type like an ultrasound, where staff want to talk with the client before the time changes.
If your organization already had Enable Online Booking turned on for a type before this setting existed, self-rescheduling stayed on for that type so client-facing behavior didn't change.
When a client texts a reschedule-style reply to a reminder, CoolFocus checks this setting to decide whether to send a self-service link or ask the client to call your office. See Appointment Reminders — Settings & Sending for how those replies work.
Under Booking Questions, attach short forms clients answer during online booking. Use Create new booking question form to start a brand-new form without leaving this page. This opens the same form creator used in Care module settings, pre-configured for a booking question form, so you can build and assign a form in one step instead of navigating to Scheduler > Settings > Forms first.
Booking questions are client forms. They are the same kind of form used for intake, not a setting that lives only inside this appointment type. Once a form is attached here, this Booking section only lets you attach it, detach it, or mark it required for this appointment type. To add, remove, or reword the actual questions, open Settings > Care Settings > Client Forms and edit the form there. A change you make to the form applies everywhere that form is used, not only on this appointment type.
Under Consent Documents, link the client consent forms that should be sent automatically for appointments of this type. For each linked document you can mark it Required and set a renewal rule (once, each visit, yearly, or every N days).
Every consent document has a target audience: Client or Volunteer. This keeps the two sets of documents separate:
• The picker only lists active, client-facing consent documents. Inactive (archived) documents and documents created for volunteers do not appear.
• Volunteer consent documents are managed separately, under the volunteer consents list, and only appear when assigning consents for volunteer records.
• A client's intake before an appointment (see Viewing submitted intake forms from an appointment) only includes active, client-audience consent documents. Retiring a consent document (marking it inactive) removes it from future client intakes without deleting past submissions.
The Charts section links the standard visit charts that should appear in the visit workspace for this appointment type.
• Built-in chart templates (Ultrasound, Pregnancy Test, and other templates that render from the visit record itself) just need to be linked here to appear on the visit, no separate chart entry is created for them.
• Custom chart templates require the Premium plan. When a custom template is linked and your organization has that entitlement, starting a visit for this appointment type automatically creates a draft chart entry for each linked custom template, ready to fill in on the visit's Charts tab.
• Required and chart order set here are honored by auto-creation: required links are still just a flag for staff to notice, and the order controls the sequence charts appear in.
• If your organization does not have the Premium custom-templates entitlement, custom template links are saved but stay inert. No chart entry is auto-created until you upgrade.
• Auto-creation happens once per visit and template. Reopening or restarting a visit will not create duplicate chart entries for the same template.
• Chart auto-creation runs in the background when the visit starts. If it fails for any reason, the visit itself still starts normally so front-desk staff are never blocked by a charting issue.
The appointment type picker on the Charts section of a chart template also shows each type's configured color, so you can tell types apart when linking several to the same template.
See Custom Chart Templates and Managing Chart Templates for more on building and configuring the templates themselves.
When you add a custom question to a form, choose an Answer Type to control how the client responds:
• Short Text, Long Text, Email, Phone, Date, Number: standard single-value inputs. Email, Phone, Date, and Number show the matching keyboard and format on mobile devices.
• Dropdown: the client picks one option from a list you define.
• Yes / No: a ready-made dropdown preset that automatically fills in Yes and No as the two options, so you don't have to type them yourself. Under the hood this is a Dropdown question, just pre-filled.
• Checkbox: a single on/off toggle (for example, "I agree"), separate from Yes / No. Checkbox is its own true/false field, not a two-option choice.
• Multi-select: the client can check as many options as apply from a list you define. Multi-select questions render as a group of checkboxes, one per option, not a text box, and the client's answer is validated against the options you configured.
When editing an existing question, CoolFocus recognizes a Dropdown question whose two options are exactly "Yes" and "No" and shows it selected as the Yes / No preset, so switching between Dropdown and Yes / No doesn't create duplicate or conflicting answer types.
When you name a custom question, CoolFocus checks it against the standard fields already available for mapping (client, case, visit, and request fields). If your wording is close to one of those, for example "LMP," "Last Menstrual Period," "Initial Assessment," "Ethnicity," "Race," "Source," or "Due Date," a box appears above the answer type offering "Use existing field" with the matching standard.
This matters because a custom question and a standard field are not interchangeable:
• A custom question's answer saves only with that form response. It does not appear on standard reports and does not sync to the client, case, or visit record CoolFocus already tracks.
• Choosing the suggested standard field instead maps your question directly to that record, so the answer flows into reports and CareNet like any other standard field.
You can still add the question as custom. Selecting Add Question without picking a suggestion keeps it as a plain custom question, separate from the standard field. Use this when the question is genuinely specific to your center and has no standard equivalent.
The suggestion only appears when it is a real match. A qualified version of a name field, such as "Partner First Name" or "Emergency Contact First Name," is treated as its own question and is not nudged toward the client's own First Name field, since saving it there would overwrite the wrong person's name. A standard field already used elsewhere on the same form is not suggested again.
When you build a form used as booking questions, each question can map to a client field. One of the available mappable fields is Contact Preference (Text / Call / Both), which maps to the client's preferred contact method.
If a booking question is mapped to Contact Preference:
• The online booking form shows that question with Text, Call, and Call/Text options instead of the standard built-in Contact Preference field, so clients are not asked for their contact preference twice.
• The client's answer is saved as their preferred contact method, the same record used elsewhere in CoolFocus.
If no booking question is mapped to Contact Preference, the standard built-in Contact Preference field continues to appear on the booking form as before.
Test at least one booking for every active online appointment type and location. Confirm the displayed duration, instructions, questions, confirmation, and resulting appointment match what staff expect. If the type uses a Contact Preference booking question, confirm it appears only once and that the client's answer is reflected on their record. If the type has linked custom chart templates, start a test visit and confirm the expected draft charts appear on the Charts tab. If the form includes Multi-select or Yes / No questions, confirm they render as checkboxes or a Yes/No choice and that submitted answers show up correctly on the client's intake.
