Learn how to set up and manage your services, ensuring they are correctly added to your calendar when booked online.
Getting started
Services are the first thing clients choose when booking online. Also, services are the building blocks used across the platform:
Creating appointments
Creating jobs
Line items on invoices and estimates
Completing checkout
Automating membership, packs, and plans billing
Powering your online booking page
How to create a single service
Follow these steps to create a new service:
Click Catalog, then Services, then Add Service
Or, use the +New button shortcut at the top of the navigation menu.Click Start from scratch or choose an editable service template.
Under Basic details:
Enter a service name.
Add a description. This description will appear when clients view your list of services.
Add images (optional).
Under Categorization:
Select a menu category (optional). Organizing services in categories makes it quick and easy for clients to browse and book your services. If you haven't created any categories yet, you'll be prompted to create a new one.
In the Service type drop-down menu, select the most relevant service type.
Under Meeting locations:
Use the slider buttons to choose one or more locations where you offer this service.
Under Pricing and duration:
Select a price type:
Fixed price
Free
From (e.g., "Price starting from")
Custom price (e.g. "Request pricing" or "Price negotiable")
Enter the Price or Price description.
Select the Duration.
Enter an Option name (optional). Use this field to name variations of the same service. For example, list different durations, package types, or participant groups so customers can tell them apart when booking.
Optionally, user the slider button to Allow customers to select quantity. Enter the minimum and maximum quantities your client can select. The duration and price will increase based on the quantity the client selects. This option is only available if the price type is Fixed.
Choose a Payment preference.
Under Extra time:
Use the slider button to block some time in your calendar after the appointment for cleanup, travel, or preparing for your next client.
Select the amount of time to block.
Under Booking preferences:
Choose a Booking policy to set the cancellation and rescheduling rules for the service.
Use the slider button to enable or disable Online bookings.
Under Assigned team, click Select and choose the team members who will offer the service.
Under Show add-ons, click Select to choose which add-ons or upsells you offer for this service.
Under Registration, use the slider button to indicate whether the service is restricted to participants in a specific age group.
Under Resources, click Select to assign shared resources—like rooms, stations, or chairs—to the service.
Under Advanced settings, user the slider button to indicate whether the service is exempt from tax.
Click Save to complete the process.
Templates & Bulk Add
Your platform includes a large library of pre-made templates to quickly add items.
The bulk add tool lets you add multiple services at once.
Choose a category
Select the services you want to add
Enter your pricing
Choose your service locations
Add them all at once
This is ideal for new accounts or pros with large service lists
Assign locations to services
If your business has multiple locations, you can choose which ones a service is offered at.
To choose the locations where the service is available:
When adding or editing a service, scroll down to the Meeting Locations section
Check the toggle slider next to each location where the service is available
Fill out nay required details
Click Save.
You can enable one or multiple location types:
My business location: Offer appointments at your business address.
Customer’s location: Allow appointments at the customer’s home or another address they specify.
Central location(s): Meet clients at public places such as parks, cafés, libraries, or other neutral locations.
You can add one or more central locations to choose from.Online: Host digital appointments using video conferencing tools.
When enabled, providers can choose Google Meet, Zoom, a custom link, or another supported tool.Phone: Enable phone appointments so the provider can call the client at the scheduled time.
Assign team members to services
To choose which team members can perform the service:
When adding or editing a service, scroll down to the Booking preferences section
Click Select button next to Assigned Team members
Check the box next to each team member who can perform the service, or select All team members.
Click Save.
Allow online bookings for the service
When online booking is enabled, clients can book your services through your site, social pages, and booking links.
To enable clients to book the service online:
When adding or editing a service, scroll down to the Booking preferences section
Turn on the Online bookings toggle. (it is on by default)
Toggle the buttons for upselling options:
Add-ons:
Click Select to offer additional services clients can add to their appointment.
Check the box next to each add-on.
Click apply.
Memberships:
Suggest a membership when clients select the service.
Click Save.
Assign resources to services
To allocate resources where needed:
When adding or editing a service, scroll down to the Resources section
Click Select button next to "0 resources selected"
Check the box next to each required resource.
If needed, click Add resource, enter the name and description, then click Save.
Click Save.