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SuiteDash 101: Create a PAID Booking Appointment Generator (aka Appointment Type)

142 views· 10 likes· 23:25· Dec 3, 2025

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Struggling to manage paid bookings manually? Learn how to automate paid bookings in SuiteDash step-by-step! This video walks you through everything you need to know to streamline your appointment process, save time, and create a seamless experience for your clients. Whether you're setting up discovery calls, booking calls, or paid consultations, this guide has you covered! Here’s what you’ll learn: ✅ How to set up paid appointment types in SuiteDash ✅ Automate workflows and simplify your booking system ✅ Create a professional, branded experience for your clients Don’t miss out on tips to integrate payment gateways like Stripe or PayPal, sync your calendar, and customize notifications for maximum efficiency. Whether you're just starting out or refining your current process, this tutorial will give you the tools to take your business automation to the next level. 📢 Ready to transform your workflow? Hit the like button, subscribe for more SuiteDash tutorials, and let us know your questions in the comments below! ✨ Dream big, automate bigger—your business deserves it! ✨ #zoomintegration #bookingforms #calendarsync #braintreesetup #appointmentgenerator CHAPTERS: 00:00 - How to Create a Paid Appointment Generator 01:28 - Setting Up Your Payment Gateway 02:10 - Creating Your Appointment Item 03:18 - Integrating Your Calendar System 03:53 - Basic Appointment Information Setup 05:42 - Establishing Baseline Availability 06:58 - Configuring Your Booking Form 14:01 - Form Assignments and Automations Explained 19:57 - Preview of the Booking Form 20:14 - Shameless Plug for Services 22:37 - Getting Help with Technical Questions 22:59 - Outro and Final Thoughts IMPORTANT LINKS ⤵ 🎉 LINKS ➡ https://www.royalassistants.com/links 🎉 WEBSITE ➡ https://www.royalassistants.com 🎉 EMAIL ➡ support@royalassistants.com ✨MY FAVORITE TOOLS✨ ## ClickUp: https://connect.theroyaleuniverse.com/clickup ## Dubsado: https://connect.theroyaleuniverse.com/dubsado ## Milanote: https://connect.theroyaleuniverse.com/milanote ## SuiteDash: https://connect.theroyaleuniverse.com/suitedash ## AppSumo: https://connect.theroyaleuniverse.com/appsumo

About This Video

In this SuiteDash 101 tutorial, I walk you through how to create a PAID Booking Appointment Generator (what SuiteDash used to call an “appointment type”). The goal is simple: stop managing paid bookings manually and let SuiteDash handle the flow—pay first, then book. I build it live so you can see exactly where it lives (Calendar → Generators), what changes when you toggle from free to paid, and the little things you’ll want to know upfront—like the fact that switching to paid removes the success message/button options. Before you can even turn on a paid appointment, there are prerequisites. I show you how to set up your payment gateway (I like Stripe; you can use Braintree or Authorize.net, and yes PayPal exists but I don’t recommend it). Then we create the Item that the appointment will charge for, set the rate, and make sure your calendar is actually two-way synced (Google or Microsoft) so you’re not out here with “free booked links” and messy availability. Finally, we build the Booking Form and connect the appointment generator(s). I explain form assignments vs shared automations, how I think about roles (prospect vs client), and where to customize target notifications, portal invites, and redirects. The end result is clean: paid bookings show “Confirm and Pay,” free ones don’t—and it’s honestly way more streamlined than I expected.

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