Skip to main content

How to Build Appointment Areas

Appointment Areas control which appointment times are shown to clients based on their location. This is useful when providers or intake teams serve specific regions.

Written by Tessa Smith-Moore
Updated this week

Only users with Organization Administrator permissions can configure Appointment Areas. These settings are found in the calendar settings.


Step 1: Go to the calendar settings

  1. Navigate to Settings

  2. Select the Calendar you want to configure

Step 2: Add a new Appointment Area

  1. Scroll to the bottom of the page

  2. Find Appointment Areas

  3. Click Add New Area

Step 3: Define and name the coverage area

  1. Build the coverage area using postal codes, cities, or regions, just like a service coverage area.

  2. Name the area something clear to choose when creating open time slots.

Step 4: Use the Appointment Area in availability

When creating open time slots, select the appropriate Appointment Area if the availability is region-specific.

What clients see

When a client enters their address to pass the address eligibility, they will only see appointment times associated with the Appointment Area that covers their address. Appointment times from other areas will not appear as bookable.

Using Appointment Areas allows teams to manage region-specific availability while ensuring clients are matched with the right appointments automatically.

Did this answer your question?