Managing Services
Services represent the different types of appointments or offerings your business provides. Proper service management ensures accurate scheduling and pricing.
What Are Services?
Services define:
- What you offer to customers
- How long each service takes
- How much each service costs
- Which resources are needed
- Service-specific settings and requirements
Creating a New Service
To add a service:
- Navigate to the Services page
- Click "Create" or "Add Service"
- Enter a descriptive service name
- Add a description of what the service includes
- Set the duration (in minutes or hours)
- Enter the price (if applicable)
- Choose a color for calendar display
- Click "Submit" to save
Service Details
When configuring a service, you can specify:
- Name - Clear, descriptive title
- Description - What the service includes
- Duration - Standard appointment length
- Price - Cost of the service
- Category - Group similar services together
- Buffer Time - Time before/after for preparation or cleanup
- Resources Required - Staff, equipment, or locations needed
Editing Services
To modify an existing service:
- Go to the Services page
- Find the service you want to edit
- Click the edit icon or service name
- Make your changes
- Click "Save"
Note: Changes to service duration or price will not affect existing appointments, only new ones.
Service Categories
Organize services into categories for easier management:
- Create categories like "Consultations", "Treatments", "Classes"
- Assign services to appropriate categories
- Use categories to filter and report on service types
Assigning Resources to Services
Link services to the resources that can provide them:
- Open the service details
- Go to the Resources section
- Select which staff members, locations, or equipment can provide this service
- Save your changes
This ensures only qualified resources appear when scheduling this service.
Service Pricing
Set pricing for your services:
- Enter a base price for the service
- Set up pricing tiers if needed (e.g., member vs. non-member)
- Configure tax settings if applicable
- Enable or disable online payment for the service
Buffer Times
Add buffer time before or after appointments:
- Before - Time for setup or preparation
- After - Time for cleanup or notes
Buffer times prevent back-to-back scheduling and ensure adequate time between appointments.
Deactivating Services
To stop offering a service without deleting it:
- Edit the service
- Toggle the "Active" or "Available" switch to off
- Save your changes
Inactive services won't appear when creating new appointments but existing appointments remain unchanged.
Deleting Services
To permanently remove a service:
- Go to the Services page
- Find the service to delete
- Click the delete icon
- Confirm the deletion
Warning: Deleting a service may affect reporting and historical data. Consider deactivating instead.