Create a service
How to create a new service
Creating a service lets you define in detail one of the activities your business offers. Follow these steps to set it up correctly.
Fill in the basic information
Complete the following fields:
- Service Name: A clear name that identifies the service. For example: “General Physiotherapy” or “Haircut”.
- Description: A brief explanation of what the service involves.
- Color: Choose a color that will be used on the calendar to identify bookings for this service.
- Service Active: Enable or disable the service. Inactive services don’t appear as a booking option.
Configure the duration
Define how long the service lasts. You have three options:
Fixed
The service always takes the same amount of time. Just specify the duration (for example, 60 minutes). This is the simplest option.
Customer's choice
The customer can choose the duration within a range you define. Configure:
- Minimum: The shortest duration the customer can choose.
- Maximum: The longest duration.
- Increment: The step size for the duration (for example, in 15-minute increments).
So if the minimum is 30 minutes, the maximum is 120 minutes, and the increment is 30 minutes, the customer can choose: 30, 60, 90, or 120 minutes.
By resource
The duration depends on the resource assigned to the service. Each resource can have a different duration configured. For example, a senior physiotherapist might take 45 minutes while a junior one takes 60 minutes for the same service.
Set the price (optional)
If you want the customer to know the price before booking, you can configure it here. You have several options:
Fixed
The service has a single price. Just enter the amount.
Per duration
The price is calculated by multiplying a base rate by the duration units. For example, 10 EUR per 15-minute block.
Per resource
The price varies depending on the assigned resource. Each resource can have a different price.
Custom text
A free-text description of the price without a specific numeric value. For example: “Ask at reception” or “From 30 EUR depending on treatment”.
The custom text price type is not included in statistics since it has no numeric value. It only serves as information for the customer and the agent.
Add custom fields (optional)
If you need to collect additional information from the customer when they book, you can add custom fields. For example, “Reason for consultation” or “Number of attendees”.
Each field can be one of the following types:
- Text: The customer types in free-form text.
- Number: The customer enters a numeric value.
- Yes/No: The customer checks or unchecks an option.
- Selection: The customer chooses an option from a list you define.
Set up availability (optional)
By default, the service is available at all times (within your business’s general hours and resource availability). However, you can restrict it to specific dates if the service is only offered on certain days.
To do this, enable the date-based availability option and define the periods when the service is available.
You don’t need to fill in every field to create a service. The name and duration are the essentials. You can add pricing, custom fields, and availability later when you need them.
