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Creating & Managing Services

Services are what your customers book appointments for. Learn how to create, configure, and manage your service offerings.

What Is a Service?

A service represents any offering you provide that customers can book. Examples:

  • Haircut
  • 60-Minute Massage
  • Personal Training Session
  • Consultation
  • Dog Grooming

Each service has its own details, pricing, duration, and availability.

Service Information

Required Fields

Every service must have:

Service Name

  • Clear, descriptive name
  • Shows on your booking page and calendar
  • Example: "Women's Haircut" not just "Haircut"

Duration

  • How long the service takes (in minutes)
  • Affects availability calculations
  • Include buffer time if needed
  • Example: 45 minutes, 90 minutes, 2 hours

Price

  • Cost of the service
  • Displayed to customers on booking page
  • Can be "0" for free consultations
  • Currency is set in Business Settings

Location Assignment

  • Required: Every service must be assigned to at least one location
  • Can assign to multiple locations if offered at different sites
  • Service only appears on booking page for assigned locations

Optional Fields

Description

  • Detailed information about the service
  • Helps customers understand what's included
  • Shows on your booking page
  • Good place for:
    • What to expect
    • What's included
    • What to bring
    • Preparation instructions

Service Photo

  • Visual representation of your service
  • Makes your booking page more professional
  • Recommended: 800x600px or larger
  • Accepted formats: JPG, PNG, WebP

Staff Assignment (Growth+ Plans)

  • Optional: Assign specific staff members who can perform this service
  • If not assigned, all staff at the location can perform it
  • Used for staff-specific scheduling
  • Shows staff availability on booking page

Creating a New Service

Step-by-Step Instructions

  1. Navigate to Services:

    • Open sidebar menu
    • Click "Services"

  2. Click "+ Add Service":

    • Button in top right corner
    • Opens service creation dialog

  3. Enter Service Name:

    • Type descriptive name
    • Make it clear what customers are booking

  4. Set Duration:

    • Enter time in minutes
    • Or use hour/minute selector
    • Consider setup and cleanup time

  5. Set Price:

    • Enter amount
    • Uses your business currency
    • Can be "0" for free services

  6. Add Description (Optional):

    • Click to expand description field
    • Write helpful details
    • Keep it concise but informative

  7. Upload Photo (Optional):

    • Click "Upload Photo" button
    • Select image from device
    • System automatically optimizes image

  8. Assign to Locations:

    • Required step
    • Check boxes for locations where this service is offered
    • Must select at least one location

  9. Assign Staff (Growth+ Only):

    • Optional: Select staff members
    • Leave unselected for all staff at location
    • Only staff assigned to service will appear on booking page

  10. Click "Create Service":

    • Service is saved immediately
    • Appears on your booking page
    • Available for booking right away

Editing a Service

You can update service details anytime:

  1. Go to Services page

  2. Find the service in your list

  3. Click the pencil icon (Edit) on the service card

  4. Update any fields:

    • Name
    • Duration
    • Price
    • Description
    • Photo
    • Location assignments
    • Staff assignments (Growth+)

  5. Click "Save Changes"

What Happens When You Edit a Service?

For Future Appointments:

  • Changes apply immediately
  • Customers see updated information
  • New bookings use new duration/price

For Existing Appointments:

  • Already-booked appointments are NOT automatically changed
  • Duration and price remain as originally booked
  • To update existing appointments, edit them individually in Calendar

Tip: If you change service duration significantly, review upcoming appointments to ensure no scheduling conflicts.

Archiving Services

Archiving is better than deleting when you want to stop offering a service temporarily or permanently.

Why Archive Instead of Delete?

✅ Archive Benefits:

  • Preserves appointment history
  • Keeps past customer data intact
  • Can be restored if you offer service again
  • Customer records remain accurate

❌ Delete Problems:

  • Loses historical data
  • Breaks customer appointment records
  • Cannot be undone

How to Archive

  1. Edit the service (pencil icon)
  2. Click "Archive Service" button at bottom
  3. Confirm the action

What Happens When Archived?

Service is removed from:

  • Your booking page (customers can't book it)
  • Service selection in manual booking
  • AI agent will not book this service

Service is kept for:

  • Existing appointments (remain intact)
  • Historical data and reports
  • Customer records

To Restore:

  • Currently, contact support to restore archived services
  • Future update will add self-service restoration

Service Display on Booking Page

How Services Appear

Your booking page shows:

  • Service name as card title
  • Service photo (if uploaded)
  • Duration
  • Price
  • Description (when expanded)
  • "Book This Service" button

Service Order

Services are displayed:

  • In the order you created them
  • Currently no drag-and-drop reordering
  • Workaround: Archive and recreate services to change order

Location Filtering

If you have multiple locations:

  • Services only show for their assigned locations
  • Customers won't see services not offered at selected location
  • This prevents booking conflicts

Multi-Service Bookings

Customers can book multiple services in one appointment:

  • Services are scheduled back-to-back
  • Must all be at the same location
  • Total duration is sum of all service durations
  • One staff member performs all services (Growth+ with staff assignment)

Learn more: See Multi-Service Bookings article.

Plan Limits

Service Limits by Plan

All Plans (Free, Solo, Growth, Business):

  • ✅ Unlimited services
  • No restrictions on number of services
  • Create as many as you need

Feature Availability by Plan

Free & Solo Plans:

  • Service name, duration, price, description, photo
  • Location assignment
  • Basic service management

Growth & Business Plans:

  • All Free/Solo features
  • Plus: Staff assignment to services
  • Plus: Staff-specific scheduling
  • Plus: Advanced availability rules

Best Practices

Naming Services

Be Specific:

  • ❌ "Haircut"
  • ✅ "Men's Haircut", "Women's Cut & Style"

Include Key Details:

  • ❌ "Massage"
  • ✅ "60-Minute Deep Tissue Massage"

Keep It Clear:

  • ❌ "The Ultimate Relaxation Experience Package"
  • ✅ "Spa Package: Massage + Facial (120 min)"

Setting Durations

Include Everything:

  • Service time + setup + cleanup + customer chat
  • Example: 40 min service + 5 min setup + 5 min cleanup = 50 min duration

Buffer for Transitions:

  • Prevents back-to-back overbooking
  • Gives you breathing room
  • Better customer experience

Be Realistic:

  • Don't underestimate time needed
  • Consider your pace
  • Account for variations

Writing Descriptions

What to Include:

  • What's included in the service
  • What customer should bring
  • What to expect
  • Preparation instructions
  • Cancellation policy (if service-specific)

Keep It Scannable:

  • Use bullet points
  • Short paragraphs
  • Clear headings
  • Simple language

Example Good Description:

Relaxing 60-minute Swedish massage focusing on stress relief.

What's included:
• Full body massage
• Essential oils of your choice
• Calming music
• Hot towel treatment

What to expect:
• Arrive 5 minutes early
• Consultation before massage
• Private, quiet treatment room

Please inform us of any injuries or medical conditions.

Service Photos

Do:

  • Use high-quality, professional photos
  • Show the actual service or results
  • Keep consistent style across services
  • Use proper lighting

Don't:

  • Use stock photos that don't represent your business
  • Include text or logos on photos
  • Use low-resolution images
  • Mix different visual styles

Staff Assignment (Growth+)

Assign Staff When:

  • Different staff have different specialties
  • Customers request specific staff
  • You need to balance workload
  • Different skill levels require different assignments

Leave Unassigned When:

  • All staff can perform the service equally
  • You want maximum scheduling flexibility
  • Staff availability varies frequently
  • You have a small team

Common Issues

"Cannot create appointment for this service"

Possible causes:

  • Service not assigned to any location
  • No business hours set for assigned locations
  • All time slots are booked
  • Service duration longer than business hours window

Solution:

  • Check location assignments
  • Verify business hours in Settings → Availability
  • Review calendar for conflicts

"Service not showing on booking page"

Check:

  1. Service is not archived
  2. Service is assigned to at least one location
  3. Location has business hours configured
  4. You're viewing the correct location on booking page

"Staff assignment not available"

This feature requires:

  • Growth or Business plan
  • At least one team member added
  • Team member assigned to the same location as service

Solution: Upgrade plan or work without staff assignment.

Related Articles

Services are the foundation of your booking business. Set them up clearly for the best customer experience! ✨