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Appointment Management

In this tutorial, you’ll learn step by step how to list your in-person, online, and home services appointments on Laams Workspace.

This section provides a comprehensive overview of how to access Appointment Management within Laams Workspace and create, manage, and offer appointment-based services such as in-person appointments, online meetings, and home service bookings.

Laams Workspace is designed to simplify and centralize your service-based appointment lifecycle. It enables businesses and professionals to offer structured time-based services such as consultations, medical visits, coaching sessions, repairs, beauty services, and remote support.

Appointments can be booked through Laams One, or your connected website, and are automatically synchronized with your Laams Workspace accounting system, ensuring that service revenue, payouts, taxes, and transaction records remain accurate and up to date without manual reconciliation.

By automating scheduling, availability management, payments, and financial workflows, Laams Workspace allows you to focus on delivering services rather than managing calendars manually.

Please note that Laams applies a transparent transaction fee of 5% + 50¢ per paid home services and 2.9% + 50c for in-person and online paid appointments, with no hidden or additional fees. This fee is automatically deducted from each online payment processed through Laams and covers payment processing, platform services, and financial synchronization.

This transaction fee applies only to online payments processed through Laams. There are no fees for appointments paid via cash, bank transfer, or external payment terminals.

At this time, Laams does not pass transaction fees directly to customers. If needed, you may adjust your service pricing to account for this cost.

Types of Appointments

When creating appointment services, you can choose the type that best fits your business model:

  • In-Person Appointments – Customers visit your physical location (e.g., clinics, salons, offices).
  • Online Appointments – Virtual sessions conducted via video or chat (e.g., consulting, tutoring, coaching).
  • Home Service Appointments – You or your staff visit the customer’s location (e.g., repairs, cleaning, beauty services at home).

Prerequisites

Before you can create and manage appointments in Laams Workspace, ensure the following:

  1. Laams Workspace Account
    You must have an active account registered on Laams Workspace.

  2. Organization Setup
    Your organization must be fully created and configured.

  3. Team Members Added
    Add staff, practitioners, or service providers who will handle appointments.

  4. Organization Division Published
    At least one division must be created and published on Laams One, making your services visible to customers.

  5. Payments Activated
    Enable online payments to accept appointment bookings.

  6. Tax Configuration
    Configure tax rules (VAT/GST, service taxes, etc.) to ensure proper financial reporting.

  7. Availability Setup
    Define working hours, service durations, breaks, and staff schedules.

Important: If any of the above steps are incomplete, appointment creation or booking availability may not function correctly.

Steps to Create a New Appointment Service

Once all prerequisites are met, follow these steps to create an appointment service:

  1. Log in to Laams Workspace
  2. Navigate to Catalog Service
  3. Select the Appointments section
  4. Click the ➕ (Add) button to create a new service

You will be taken to the Appointment Creation Form, where you can define:

  • Service title and description
  • Appointment type (in-person, online, home service)
  • Duration (e.g., 15 min, 30 min, 1 hour)
  • Staff or provider assignment
  • Location settings (physical address, online meeting link, or customer location)
  • Pricing (fixed, per hour, per session)
  • Availability schedule
  • Buffers between appointments
  • Cancellation and rescheduling rules
  • Required intake forms or notes

You can also access Appointments quickly by adding it as a shortcut on your Laams Workspace dashboard.

I. Appointment Service Creation Page

The Appointment Service Creation Page allows you to define all essential details of the services you offer for booking. This information is used to display your services across Laams One, other Laams platforms, and any connected websites, as well as to configure scheduling, pricing, availability, taxes, and booking rules.

Please review each section carefully to ensure accuracy and completeness.


General Information

This section captures the core identity and commercial configuration of your appointment service.

Service Title
Enter a clear, concise, and descriptive name for your service (e.g., Haircut, Consultation, Repair Service). A strong title improves discoverability and helps customers quickly understand what is being offered.

Summary
Provide a short, engaging description of the service. This summary appears alongside the service title across Laams platforms and is often the first content customers see. Both the Title and Summary are also used by Tusi AI to automatically generate a detailed description.

Division
Select the organization division responsible for providing the service. A division can represent a branch, department, or service unit and must have:

  • Active online payments enabled
  • An active bank account connected for receiving customer payments

Information from the selected division is used to enrich your service details, including:

  • Default service location
  • Currency used for pricing
  • Legal and business information

When customers view your service, this division will be displayed as the service provider.

Service Type
Select how the service is delivered:

  • In-person
  • Online (virtual)
  • Home Services (at customer location)

This helps customers understand how the appointment will take place.

Is Free
Enable this option if the service is free of charge. Customers will be able to book without making a payment.

Price
Set the price per appointment. This will be used during booking and payment processing.

Compare Price Price enter a price more the offered price do display discounted like price

Is Tax Exempt
Enable this option if the service is exempt from GST, VAT, or other applicable taxes.

Tax Code
Select the applicable tax code. Taxes will be automatically calculated based on your organization’s configuration.

Duration
Define the length of the appointment (e.g., 30 minutes, 1 hour). This determines how time slots are allocated in your schedule.

Buffer Time
(Optional) Add buffer time before or after each appointment to allow for preparation, cleanup, or travel.

Once all required fields are completed:

  1. Click SAVE & CLOSE
  2. Your appointment service will be created successfully
  3. You will be redirected to the Service About Page, where you can:
    • Review service details
    • Add staff or resources
    • Configure availability and booking settings

Your service is now ready for further customization and publishing.

II. Appointment Dashboard

Each service you create has its own dedicated Appointment Dashboard, providing full visibility into bookings, schedules, customers, and performance.

1. Overview

The Overview tab provides a real-time snapshot of your service performance.

Key metrics include:

  • Total Slots
    Total number of appointment slots available.

  • Booked Appointments
    Total number of confirmed bookings.

  • Available Slots
    Remaining slots open for booking.

  • Gross Revenue
    Total value of bookings before discounts.

  • Net Revenue
    Revenue after discounts.

  • Net Processed
    Final earnings after fees.

Visual Analytics

  • Bookings Over Time
    Shows booking trends across time periods.

  • Service Traffic
    Displays views from:

    • Laams platforms
    • External websites

How to Use the Overview Tab

  • Monitor booking trends
  • Track service demand
  • Optimize scheduling and pricing
  • Identify peak hours

2. Bookings

The Bookings tab is your operational control center for appointments.

It provides:

  • A complete list of all bookings
  • Customer details and history
  • Appointment time, duration, and status

You can also:

  • Manually create bookings
  • Reschedule or cancel appointments
  • Accept multiple payment methods
  • Track booking sources

Appointment Management

  • Check customers in and out
  • Mark appointments as completed or missed
  • Prevent double bookings

3. Calendar

The Calendar tab provides a visual schedule of all appointments.

Features include:

  • Daily, weekly, and monthly views
  • Drag-and-drop rescheduling
  • Real-time slot availability
  • Staff/resource allocation

This view helps manage workload and avoid scheduling conflicts.

4. Marketing

The Marketing tab allows you to promote your services and increase bookings.

You can:

  • Run email campaigns
  • Share services on social media
  • Generate booking links
  • Launch ads on Laams platforms

Through the Laams Campaign Service, you can:

  • Define target audience
  • Set budgets
  • Track performance

5. Discounts

The Discounts tab allows you to create promotional offers.

Fields include:

  • Title (e.g., First Visit Discount)
  • Description
  • Discount Type (percentage or fixed)
  • Value
  • Limited Availability
  • Promo Code Requirement

Discounts help increase bookings and attract new customers.

6. Reviews

The Reviews tab collects feedback from customers after appointments.

Benefits include:

  • Understanding service quality
  • Building trust through ratings
  • Improving customer experience

7. Form

The Form tab allows you to collect additional information during booking.

Examples:

  • Health information (if applicable)
  • Preferences
  • Special requests

Basic details like Name, Email, and Phone Number are automatically collected.

8. About

The About tab manages public-facing content for your service.

You can:

  • Edit descriptions
  • Upload media
  • Update pricing and details

Staff / Providers

Add team members who deliver the service:

  • Name
  • Role
  • Profile
  • Availability

Service Details

Include:

  • What’s included
  • Requirements
  • Preparation instructions

FAQ

Answer common questions such as:

  • Booking policies
  • Cancellation rules
  • Service expectations

Refund Policy

Define refund conditions and timelines.

8. Publishing Appointment Service

Publishing your appointment service is the final step required to make it available for bookings on your website, Laams Workspace, Laams One, and any connected booking or distribution channels.

Before publishing, ensure that all required sections—such as service details, appointment types (in-person, online, or home service), pricing, availability, staff allocation, policies, and media—are fully completed and accurate.

Publishing States

Your appointment service will move through the following states during its lifecycle:

Draft
This status indicates that your appointment service setup is still incomplete. It is not visible to the public, and you can continue editing all details—such as service duration, pricing, staff availability, and meeting methods—until you are ready to submit it for review.

Pending
This status means your appointment service has been submitted for publishing and is currently under review by the Laams Review Team. The review ensures that your service complies with Laams policies, quality standards, and booking integrity rules (such as correct scheduling setup and service clarity).

Rejected
This status indicates that your appointment service was not approved by the Laams Review Team. This may occur if:

  • The service setup does not comply with Laams policies
  • Required information (such as duration, location type, or pricing) is missing or incorrect
  • Availability rules or staff assignment are misconfigured
  • Descriptions or media do not meet quality standards

You can update your service based on the feedback provided and resubmit it for review.

Published
This status means your appointment service has been successfully approved and is now live. Your service is:

  • Available for booking on Laams One
  • Visible across any connected websites or integrated platforms
  • Ready to accept appointments for in-person visits, online sessions, or home services

At this stage, customers can select available time slots, choose service options, and confirm bookings instantly. You can also share booking links, embed your scheduler, or promote your services through marketing campaigns.

Inactive
This status indicates that you have temporarily or permanently stopped offering the appointment service. While inactive:

  • Your service will not appear in search results
  • Customers will not be able to book new appointments

You can reactivate your service at any time to resume accepting bookings, with all previous configurations preserved.