What changed. Since September 2026 a global appointment type can require a room, bed or piece of equipment, using the Required resources field on the same form. See Setting up appointment resources.
Global Appointment Types help team administrators simplify scheduling by creating standardised appointments for practitioners. Once set up, Global Appointment Types make scheduling easier and help practitioners manage their diaries more efficiently.
What is a Global Appointment Type?
A Global Appointment Type is an appointment that is centrally managed by the team administrator. Once set up, administrators can assign practitioners to use these appointments in their diaries. This standardisation creates consistency, making it easier to manage appointments, pricing, and other key details. These can be set for all types of appointments including Classes and Class Blocks.
Important note for Team admins: You will need to have Enforce Collaboration toggled ON in Team Details, to allow assignment of practitioners to a Global Appointment Type.
Step-by-Step Guide to Setting Up Global Appointment Types
Step 1: Access the Appointment Settings
Log in to your Rehab Guru account.
Navigate to Account in the top menu.
Select Appointments on the left hand side menu.
Creating a new appointment type
Step 2: Add a New Appointment Type
On the Appointment Types page, click the New Appointment Type button.
Fill in the necessary details for the new appointment, such as:
Appointment Name: A clear, descriptive name for the appointment type.
Price: Set a fixed price for this type of appointment.
Lead Time: Define the amount of lead time before an appointment can be scheduled (e.g., 24 hours).
Duration: Set how long the appointment will take.
Gap: Define the gap between appointments (e.g., 15 minutes) to allow for breaks or buffer time.
Description: Describe the appointment type, for Clients to identify in your Booking Portal
Required resources: Select any rooms, beds or equipment a booking of this type must reserve. Each booking of the type reserves one of every selected resource for its duration, and times are hidden and bookings refused when a resource is fully in use across the team. The field appears once you have added at least one resource under Account, then Appointments, then Resources, and each resource is listed with its quantity.
Set the Assessment Template (Optional): If you want to maintain consistency in assessments related to this appointment type, you can assign a Preferred Template for this Global Appointment Type.
Enable the Global Appointment Types toggle to allow all team members to view and use this appointment type.
Enabling the Global Appointment Type toggle
A required resource is shared across the whole practice, not per practitioner. If two practitioners both use a global appointment type that requires the same treatment room, one booking takes the room and that time stops being offered to the other, even though their own diary is free.
Step 3: Assign Practitioners to the Appointment Type
In the Practitioners field, select the practitioners who will be using this appointment type from the dropdown menu. Only selected practitioners will be available for booking.
Adding relevant team members to the Global Appointment Type
Complete a relevant description for the Appointment Type - it is also good practice to set a colour for the appointment which will appear in the diary, to help your team identify the Global Appointment Type slots.
Step 4: Save and Confirm
Click Save Changes to finalise the appointment type.
You should now see your global appointment type listed in the Appointment Types section, with the orange globe icon identifying it as a global appointment.
Identifying a Global Appointment Type
How Global Appointments Appear for other Practitioners
Once the global appointment type is set up:
Practitioners will see the appointment type appear under Account>Appointments, ready to be scheduled in their diaries.
Global Appointment Types are identified by the orange globe icon.
They can be scheduled directly in the diary, as you would any other appointment.
The standardised details (price, gap, lead time, duration) will automatically populate, making scheduling easier for everyone.
By following these steps, you can ensure consistency across shared appointments and improve efficiency by reducing the time spent on manual configuration for each practitioner.