Overview
The Services section allows you to manage business offerings, including services, classes, consultations, and resources. It helps you define, organize, and configure offerings with detailed settings for pricing, duration, team assignments, and availability.
The Services section includes:
- Services: Standard service offerings
- Classes: Group sessions or courses
- Consultations: One-on-one expert sessions
- Resources: Physical or digital assets available for booking
Classes, Consultations, and Resources require a premium subscription.
System Impact
Changes in the Services section affect:
- Booking Interface: New offerings appear for client bookings.
- Calendar: Services show up on team calendars.
- Pricing: Updated prices reflect in bookings.
- Team Assignments: Team members see only their assigned services.
- Client Experience: Service details display during booking.
- Reporting: Service data feeds business analytics.
- Notifications: Clients with existing bookings may receive updates.
Example Use Cases
Adding a New Massage Service
- Create a service named "Swedish Massage" with details (description, duration, price).
- Assign to team members and locations.
- Set availability (e.g., Mon–Fri, 9am–6pm).
- Save the service for client bookings.
Creating a Yoga Class Series
- Add a weekly "Vinyasa Flow Yoga" class.
- Set class details (name, description, time, capacity, price, location).
- Configure recurring schedule.
- Enable client registrations.
Setting Up a Meeting Room Resource
- Add a resource like "Conference Room A".
- Define description, type, quantity, cost, and availability.
- Configure buffer times between bookings.
- Save to make the room bookable by members.
FAQs
Q: Why can't I see the Classes, Consultations, or Resources tabs?
A: These require a premium subscription. Upgrade your account to access them.
Q: How do I change the order of my services?
A: Drag and drop services within categories to reorder them.
Q: Can I create services available at multiple locations?
A: Yes, assign services to multiple locations during creation or editing.
Q: How do I set different prices for the same service?
A: Create separate services (e.g., "Massage – 30 min" and "Massage – 60 min").
Q: Can clients book services outside of availability settings?
A: No, bookings are restricted to set availability. Internal bookings can bypass this.
Best Practices
- Organize services using categories for clarity.
- Use clear, consistent naming conventions.
- Provide detailed service descriptions.
- Regularly update pricing and availability.
- Communicate changes to team members.
- Adjust services seasonally if needed.
- Review pricing strategy regularly.
- Set realistic availability matching capacity.
- Add service photos to improve client understanding.
- Use buffer times for preparation or cleanup.
Performance Tips
- Limit the number of services to avoid overwhelming clients.
- Archive unused services instead of deleting them.
- Create template services for recurring setups.
- Perform batch updates for similar service changes.
- Periodically clean up outdated services.
Troubleshooting
- Service not appearing in booking interface: Ensure it is assigned to at least one location and has availability set.
- Team members can’t see services: Verify assignments and permissions.
- Clients can’t book certain times: Check service availability and team time blocks.
- Pricing not updating: Clear browser cache and confirm changes were saved.