This article covers how to set a specific date range on a Keap™ appointment type, limiting when clients can book it. This feature is useful for promotional offers, seasonal services, limited-time campaigns, and temporary schedule changes. Date range restrictions can be applied when creating a new appointment type or added to an existing one.

Why Use a Specific Date Range for an Appointment Type

Setting a date range on an appointment type automatically controls when clients can book it — without requiring manual calendar adjustments each day. Common uses include:

• Create urgency — Promotional bookings end automatically at the specified date and time.

• Keep the service list clean — Seasonal or limited-run appointment types are only visible during their active window.

• Simplify management — Holiday specials, limited consultations, and short-term offers run without manual intervention.

Create a New Appointment Type With a Date Range

1. Navigate to My Day, then select Appointments.

   

   The screenshot above shows the Appointments tab in the Keap My Day section.

2. Select the + icon to create a new appointment type. For a full walkthrough of creating an appointment type, see how to create an appointment type in Keap.

   

   The screenshot above shows the plus icon on the Appointments dashboard.

3. Complete the Appointment Info screen — set the appointment owner, booking link, and location — then select Next.

   

   The screenshot above shows the Appointment Info screen with the owner, booking link, and location fields.

Set the Date Range on the Hours and Availability Screen

On the Hours and Availability screen, set the appointment duration, then select one of the following date range options:

• Number of Days in Advance — The appointment type is only available for booking up to the specified number of days in advance, preventing clients from booking far into the future.

  

  The screenshot above shows the Number of Days in Advance option on the Hours and Availability screen.

• Within a Specific Date Range — The appointment type is only available between the selected start and end dates. Select Start date first in the date picker, then select End date.

  

  The screenshot above shows the Within a Specific Date Range option with the date picker for start and end dates.

• Indefinitely into the future — No date limit is set for booking this appointment type.

  

  The screenshot above shows the Indefinitely into the future option on the Hours and Availability screen.

After selecting the date range, complete the remaining availability settings:

• Availability — Set the days of the week and start and end times when this appointment type can be booked. Select + Add timeframe to add an additional availability block within a day.

• Buffer time — Set the amount of time to block before and/or after each appointment for preparation, cleanup, or other needs.

• Advance notice — Set how many hours in advance a booking must be made to prevent last-minute bookings.

The screenshot above shows the availability, buffer time, and advance notice sections on the Hours and Availability screen.

Complete the remaining steps — including pre-appointment instructions and automated follow-ups if needed — then select Finish.

The screenshot above shows the final appointment type setup screen with the Finish button.

After selecting Finish, the new appointment type appears in the appointments dashboard and is ready to share or add to an automation.

The screenshot above shows the new appointment type listed on the Appointments dashboard.

Appointment Type Expiration Status

When an appointment type is within 7 days of its end date, the status on the Appointments dashboard changes to Expiring Soon. When the end date passes, the status updates to Expired.

The screenshot above shows the Expiring Soon and Expired status labels on the Appointments dashboard.

Apply a Date Range to an Existing Appointment Type

1. On the Appointments dashboard, select the three-dot menu next to the appointment type and choose Edit.

   

   The screenshot above shows the three-dot menu with the Edit option on the Appointments dashboard.

2. Scroll to the Duration section and select a date range option.

   

   The screenshot above shows the Duration section in the appointment type edit screen with date range options.

3. Scroll to the bottom of the page and select Save to apply the change.

   

   The screenshot above shows the Save button at the bottom of the appointment type edit screen.

Frequently Asked Questions

What does this article cover?

This article covers how to set a specific date range on a Keap appointment type to restrict when clients can book it, including creating a new date-ranged appointment type and applying a date range to an existing one.

What happens when the date range ends?

When the end date passes, the appointment type status on the Appointments dashboard updates to Expired. Clients attempting to book through the link will see a No dates available message. The appointment type can be edited at any time to extend the available dates.

The screenshot above shows an expired appointment type on the Appointments dashboard.

The screenshot above shows the No dates available message a client sees when attempting to book an expired appointment type.

Can an appointment be manually booked outside of the date range?

No. The date range restriction applies to all booking methods for that appointment type. To book outside the current range, the date range must be expanded by editing the appointment type.

Can an expired appointment type be reactivated or extended?

Yes. An expired appointment type can be edited at any time to extend or update the available date range. After saving the new dates, the appointment type becomes available for booking again.

Does the date range override normal business hours?

No. The date range acts as a filter on top of the standard availability settings — it does not replace them. For example, if a promotion runs for the entire month of December, the appointment type is only bookable on the days and during the hours already configured in the Availability settings.