Setup Services
In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Company Info.
In Summary, setting up services is a multi-level process. First you need to establish your Service Groups, Product Lines and Resources, then you can create your services. Once Services are created, you'll be able to assign them to the workers.
Setup Service Groups
Create and edit service groups to identify categories of services. Assigning a different color to each service group helps identify appointments or point-of-sale items easily. Example: Service Group is “Hair Color,” Services (created later) are “All Over Color,” “Color Retouch,” “Highlight,” and “Men’s All Over Color.”
Setup Resources
Create and edit specific rooms or tools necessary to perform services.
Commonly created resources are pedicure chairs, wax pots and treatment rooms.
Setup Services
Create or edit services the business or individual workers offer, assign a service group, and determine whether or not the service is taxable.
Use Multiple Price Levels: If workers have different pricing and/or durations, click this check box to allow several price and duration levels to be created. A maximum of 10 levels are allowed.
Helpful Tip: When creating multiple levels, note separately the levels of each worker for reference when creating more services or when creating Workers.
Price: Amount the client pays for the service.
Durations & Doublebook Checkboxes: Duration is the number of minutes to perform the service. If the Doublebook box is checked to the right of the duration field, staff and clients booking online will be allowed to book another appointment at the same time. Businesses typically use the Doublebook checkbox to offer double-booking with color services.
Buffer After: Number of minutes after a service the worker is occupied. However, the client can continue on to other services. Traditionally used for clean up or preparation for the next service. A common example of the buffer time would be if a client came in for a Massage at 2:00 PM for 60 minutes with 15 minute Buffer After, a Manicure following the Massage could start at 3:00 PM, and the Massage Therapist would be booked out until 3:15 PM.
Service Charge: Percent or Amount related to the level that can be deducted in Worker Compensation Methods. Traditionally used to deduct color costs or product costs from service.
Guest Charge Amount: An amount of money automatically deducted from the service amount. Typically used for cost of operations or materials to provide the service.
Online Name: If the Online Name should be displayed differently from the in-house name, enter the preferred name here.
Description: An (i) icon is shown when a client selects a service. When the icon is hovered over, a pop-up will show the description entered here.
Deposit Required: If an online deposit is required, check the box and note the percent or amount below. Online deposits are taken at the time of booking and can be applied during the service check out. An integrated online merchant account is required.
Resources Used: Select if any or all resources are required to find this appointment as a user or during online booking as a client. The “Any” option indicates only one resource is required from a list of many. “All” indicates that all of the listed resources would be required.
Setup Service Packages
Active Checkbox - if the package is actively sold.
Name - the name of the service package.
Available for Client Self Booking - enable this checkbox if clients should be able to schedule a package online.
Client Facing Name - the name of the Service Package as it appears in Online Booking.
Description - the description of the package as it displays in Online Booking.
Display Order - the number associated with the sort of displaying the Service Package.
Setup Memberships
Active Checkbox - if the membership is actively sold.
Name - the name of the membership.
Price - the price of the membership - the billing timelines such as monthly, quarterly or yearly is set when the membership is sold.
Service Package - a service package to credit to the client every time the membership auto-bills.
Auto Expire Packages - enable this checkbox if the packages credited with the membership should auto-expire every time the membership auto-bills.
Display Order - the number associated with the sort of displaying the membership.
Setup Classes
Active Checkbox - if the class is actively sold.
Name - The name of the class.
Duration - The number of minutes the class is reserved for.
Max # Attendees - The total number of spots for the class.
Price per Attendee - The price of the class per attendee.
Online & Client Facing Name - The name of the class as it appears online and on reminders.
Description - The description of the class that will display on the online booking page.
Related Articles
Setup Service Groups
Create and edit service groups to identify categories of services. Assigning a different color to each service group helps identify appointments or point-of-sale items easily. Example: Service Group is “Hair Color,” Services (created later) are “All ...Setup Service Resources
Service Resources are utilized to assign rooms and/or devices to a service. When Resources are assigned to a service, the software will validate that a resource is available before scheduling the service. For example, if 12 workers can perform a ...How do Service Resources work?
Service Resources are utilized to assign rooms and/or devices to a service. When Resources are assigned to a service, the software will validate that a resource is available before scheduling the service. For example, if 12 workers can perform a ...How do I set up services?
Click the Menu Icon (≡) then Click Setup > Setup Service > Setup Services Click +New to add a new service item Fill out service details Use Multiple Price Levels: If workers have different pricing and/or durations, click this check box to allow ...Setup Service Packages
In January 2023, the Main Setup page will be getting a new look. The Setup Services Packages has been moved from Setup Services to it’s own Setup Packages & Memberships category on the Main Setup page. Service Packages offer two benefits; either to ...