How to create a service
Navigate to the "Services" tab.
Click the clipboard icon.
Name the service
Choose a category to assign it to (default is the "Main Services" category).
Choose its booking type.
Click "New".
Next, we recommend filling out the following sections:
Service details: basic service information
Service Name
Category
Booking Filter Tags (optional): these tags are used to filter the list of services in the booking widget. For more info, see here.
Location: where the service will be offered. Options include:
At My Business
At Home
By Video Conference
By Phone
Duration
You may choose whether to display the duration to clients.
Spacing type (optional): time added after a service (this is used as a buffer time between bookings). For more info, see here.
Price type. For more info, see here.
Tax (optional). For more info, see here.
Online Payment. For more info, see here.
Booking Survey (optional). For more info, see here.
Instructions (optional). For more info, see here.
Survey (optional)
*Note: this is an external survey
Description (optional)
Assigned Personnel: list of staff members that can work this service
Assigned Resources: resources (i.e. items, materials or assets) necessary for the carrying out of the service (e.g. a room, a piece of equipment, etc.)
Booking Rules: settings relating to the booking of the service. For the complete list of service booking rules, see here.
*Note: when a service is created, it is listed as offline by default (i.e. it won't be available for booking). If you want to make it available for booking, list it online (see below):
How to duplicate services
If you have many services to create, you can save time by duplicating them. Here's how:
Select the service(s) you want to duplicate (max. 10), by checking its associated box.
Click on the options icon, then select "Duplicate Services".
Each duplicated service will contain “COPY” in its name.
Then, make any necessary changes to the service(s) you created (if applicable).
How to create a service category
Create service categories to organize your service list.
Service categories will be displayed to clients when booking online.
In the Services tab, click the folder icon shown below:
Provide a category name.
Click "New".
You can add a category description (optional).
How to delete a service category
Find the category you want to delete and click the pen icon shown below:
Click the folder bin icon shown below:
Click "Delete".
“Main Services” is the default category and cannot be deleted. If you delete a service category that has services assigned to it, all the services will be moved to the "Main Services" category.
How to change the order of services
You can change the order of services at any time.
Click the options icon, as shown below:
Click "Reorder Services".
Check the box of the service(s) you want to reorder, and use the arrows at the top of the list to move them up or down.
Once completed, click "Save".
How to change the order of service categories
You can change the order of service categories at any time:
Click the options icon, as shown below:
Click "Reorder Categories".
Check the box of the category(ies) you want to reorder, and use the arrows at the top of the list to move them up or down.
Once completed, click "Save".