Services
This guide provides step-by-step instructions on how to add and manage service categories, customize service details, enable deposits, set service durations, offer recurring services, facilitate group bookings, assign staff members, add extra services, customize service settings, and edit/delete services. It is a comprehensive resource for anyone looking to optimize their service offerings and streamline their booking process.
- Navigate to the Services menu to add the services your business offers.
Adding a New Service (Graphic View)
1. Add a new service category, simply click on the ‘+’ icon next to ‘Categories’. Once you do so, you’ll be prompted to give your category a name. We’re going to call it ‘Hair’ as an example.
2. Add a service to the category you just created by clicking on the ‘+‘ icon next to your new category and fill in the required fields.
Service Details Tab
- The ‘Service‘ tab serves as the central area for entering the basic information about your service. In this section, you will input key details such as the service name, the category it falls under, its price, duration, and other relevant options. These details are essential for defining the service and will be further elaborated upon in this section, providing a comprehensive understanding of each aspect related to your service offering.
- Enable Deposit
- Duration Field
- Hide Price/Duration
- Recurring Appointments
- Group Appointments
- Colors and Images
Enabling deposits is an effective strategy to reduce the occurrence of no-shows. When setting up deposits, you have the flexibility to choose between defining them as a percentage of the service cost or as a fixed flat rate. This feature enhances the reliability of bookings and helps in managing appointment commitments more effectively.
The Duration field in your booking system is designed to specify the length of each service offered. Additionally, you have the option to allocate buffer time both before and after the service. This feature is particularly beneficial for services where the timing may not always be exact, and it also provides an opportunity to allocate rest periods for your staff between appointments. This ensures that services are efficiently managed and staff well-being is taken into consideration.
The ‘Time Slot Length’ determines how long each appointment will last and how the available times are divided throughout the day. For example, if the time slot length is set to 30 minutes, the schedule will be divided into half-hour segments, and each appointment booked will occupy one of these 30-minute intervals.
If you prefer not to display the price or the duration of a service in the booking panel, you can easily manage this by toggling the respective options on or off next to their corresponding fields. This feature offers flexibility in how much information is visible to customers during the booking process, allowing for customization based on your specific preferences or business needs.
To offer your service as a recurring or ‘repeat service’, enable the respective option. This allows you to set the recurrence interval, which could be monthly, weekly, or daily. You can also define the total duration of the recurring service in units of months, weeks, or days.
For instance, if you’re offering a yoga class, you can set it to recur weekly. You can then specify the full duration of this recurring service, say, for 3 months, with the class occurring every week within this period. The frequency can be further customized, such as having the class twice a week.
Additionally, you have the option to determine how customers pay for these recurring services. They can either pay per session each week or pay the entire sum for the 3-month period of yoga classes upfront. This flexibility allows you to cater to different customer preferences and payment capabilities.
For a practical demonstration of ‘Recurring Appointments‘, we invite you to explore the following resources:
Group appointments are a convenient and efficient scheduling method that allows a specific service to be booked multiple times within a single time slot. This approach is customizable and can be tailored to meet the unique needs of your business. By setting a specific value, you can control the number of bookings allowed per time slot, ensuring that your services are utilized effectively. Whether you’re managing a fitness class, a workshop, or a consultation service, group appointments can streamline your scheduling process and maximize your service delivery.
By activating the ‘Bring people with you’ feature, customers have the convenience of bringing additional people with them without the need for separate appointments for each individual. This option allows customers to specify the number of people they intend to bring along directly during the booking process. The ‘Bring people with you’ feature will be visible on the booking panel, providing an easy and efficient way for customers to manage group appointments, thereby enhancing the overall booking experience.
For a practical demonstration of ‘Group Appointments’, we invite you to explore the following resources:
For each service we create, we can set an image and assign it a unique color. This color is used to identify the type of service being rendered on the calendar. For instance, we will select the color blue for the service named ‘Men’s Hair Cut’. Consequently, every appointment booked for this service will appear as blue on the calendar. Additionally, clicking on the image beside the color will allow you to upload an image of your choosing for that service.
Staff Tab
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The ‘Staff‘ tab provides the functionality to assign either a single staff member or multiple staff members to a particular service. This capability ensures that specific staff can be designated according to the unique needs of the service. Furthermore, it allows for the setting of distinct prices and deposit amounts for each staff member assigned to the service. This feature is particularly useful for tailoring the pricing structure to reflect the varying levels of expertise, experience, or specialization of different staff members.
Time Sheet
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The ‘Time Sheet‘ tab has the ability to create custom weekly schedules or designate special days for your service, distinct from the general working hours set in the system’s settings. For instance, if a specific service is not available on Friday mornings, you can explicitly set this preference. Additionally, you have the option to adjust break times for any particular day. The special days feature is especially useful for modifying working hours on specific dates, such as holidays. This allows for greater flexibility and customization in managing the availability and schedule of your services.
Extras Tab
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The ‘Extras‘ tab, true to its name, is designed for adding supplementary options to your main service. This can include add-ons, products, or complementary services. To introduce a new extra service, simply click on the ‘New Extra‘ button. Within this section, you have the ability to specify the name of the extra service, upload an image for it, set its duration, price, and provide a detailed description. This feature enhances the overall service offering by providing additional choices that can cater to the diverse needs and preferences of your customers.
For example, if your main service is a hair salon appointment, in the ‘Extras’ tab, you can add services like a deep conditioning treatment, a scalp massage, or a hair coloring kit. To add one of these as an extra service, click the ‘New Extra’ button. Then, for instance, you might name it “Deep Conditioning Treatment”, upload an image that represents this service, set its duration (such as 15 minutes), determine an additional price (like $20), and write a brief description outlining the benefits of the treatment. This allows customers to enhance their salon experience by selecting these additional services during their booking process.
Settings Tab
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In the ‘Settings’ tab, you are provided with several important options for customizing your service. One such option is to make the service visible only to staff, which is particularly useful for internal services. Additionally, you can specify the types of payments you wish to accept for a particular service. For instance, you might choose to accept only credit card payments. Furthermore, this tab allows you to set the minimum time requirement for booking in advance, ensuring that appointments are scheduled within a feasible timeframe for your business operations. These settings play a crucial role in tailoring the service to meet both your business needs and customer preferences.
Remember, whenever you add a new service or make any modifications to an existing one, it’s essential to click the ‘Save’ button located at the bottom of the slide-in popup. This action ensures that all your changes or new entries are properly stored and updated in the system.
Editing a Service
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To modify a service, locate and click on the ‘pencil’ icon adjacent to the service you wish to edit. This action will allow you to make changes to the selected service.
Deleting a Service
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To remove a service, click on the ‘x’ icon situated next to the service you intend to delete. A confirmation popup will appear to ensure that you want to proceed with the deletion. To finalize the removal of the service, click on the ‘Delete’ button in this popup.
Multi-level Categories
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Multi-level categories feature give customers the chance to request appointments from different employees who provide different services.
Imagine you own a hair salon. Various stylists offer a range of services in your salon. While some of these services are similar, others are completely unique. Additionally, stylists may charge different prices for the same services, or they may offer services in different categories. Creating a system for customers who want to make an appointment in such a diverse environment can be complex. However, our booking system features a solution that allows you to easily navigate these challenges.