How to Create Services

Overview

Services is where you define what your business offers to clients—like coaching sessions, spa treatments, or fitness programs. It helps you create service listings that customers can book online while keeping things organized behind the scenes.

You can manage how and when services are offered, who provides them, and enhance them with optional add-ons, resource management, and categories. Services support both simple bookings and advanced business flows such as:

• Multi-location scheduling

• Service variations (e.g., different durations or price tiers)

• Upsells with add-ons

• Deposit payments

Accessing the Services Panel

To access your list of services:

1. Go to Calendar > Calendar Settings > Services.

Here, you’ll find:

• A searchable and sortable list of all services

• An option to create new services

• Each service’s name, duration, price, and assigned staff

• Categories displayed on the left for easy organization

• A three-dot menu with actions: Edit, Duplicate, Delete, or Share

• A View Booking Page link for customer-facing access

Creating a New Service

Click the + New Service button in the top right to create a service. Fill in the basic details and head over to the Advanced Settings. A multi-step configuration panel will open.

1. Add Basic Details

• Service Image – Upload an image that visually represents your service.

• Service Name – The title of the service shown to customers.

• Service Color – Assign a color to help identify this service in the calendar.

• Category – Place the service under a relevant category (a new service will automatically be added to the default category if none selected).

• Custom URL – Set a unique booking link for the service.

• Description – Add a brief summary of what the service offers.

• Private Service – Hide this service from public booking pages. New bookings may only be scheduled internally via the platform.

• Staff Members – Assign staff who can provide this service. At least one staff member must be assigned for the service to be bookable.

• Edit Availability - After assigning a staff member, you can edit their availability for the service. Set their regular hours under Weekly Working Hours or add custom overrides using Date-Specific Hours.

2. Configure Service Details

• Duration – Set how long the service lasts.

• Processing Time (New) – Break down duration into three phases (Initial, Processing, Final). Staff are only booked during Initial/Final phases, and remain available for other appointments during the Processing phase.

• Buffer Time – Add time before or after the appointment for prep or cleanup.

3. Set Up Payments

• Price – Enter the price customers will pay.

• Partial Payments – Allow customers to pay a deposit instead of full payment. Choose between fixed amount or percentage.

4. Add Variations (Optional)

Enable Variations to offer multiple options under one service (e.g., different durations, or pricing).

• Add each variation’s Name, Duration, Price, and Processing Time (if any).

• Example:

  • 30 mins – $120

  • 45 mins – $100

  • 60 mins – $350

5. Save & Preview

• Click Save Changes to apply updates.

• Use View Booking Page to preview how customers will see the service.

Service Management Features

Edit Service

Use the three-dot menu to Edit. The service editor includes:

• Service Details – Staff, duration, buffer times, processing, variations, pricing, payments, deposits.

• Add-Ons (New) – Upsell or enhance services with extras.

• Resources – Assign rooms, chairs, or other assets required for the service.

New Features to Note

• Private Service: Keep a service hidden from the public booking page.

• Processing Time: Break a service into three phases — Initial, Processing, and Final. The customer sees the full combined duration, but staff are only required during the initial and final phases. This frees them up for other tasks while the customer waits (e.g., during a treatment or downtime).

• Variations: Multiple formats (duration, price, style) under a single service.

• Add-Ons: Enhancements or upsells linked to services.

Add-Ons

Add-ons let you enhance services by offering optional extras that customers can book alongside their main service. They’re perfect for upselling additional features (like massage oils, treatments, or accessories) and for giving customers the ability to personalize their appointments.

Add-ons can be customer-facing on the booking page or used internally by staff when creating appointments.

Accessing Add-ons

1. Navigate to Calendar > Calendar Settings > Services.

2. Open a service and click the Add-ons tab.

3. Here, you’ll see a list of add-ons linked to the selected service, along with their Name, Price, Duration, and Maximum Quantity.

4. From this tab, you can create new add-ons or edit existing ones.

How Add-ons Appear on the Booking Page

• Customer-facing add-ons display as optional checkboxes when booking a service.

• The add-on price and/or duration is added to the total booking cost.

• Hidden add-ons will not appear for customers but can be selected by staff inside the appointment modal.

Resources

Resources are shared assets like rooms, chairs, stations, or tools that must be available for a service to take place. Assigning resources to services helps prevent double bookings and ensures accurate capacity management.

Each resource can be linked to one or more services and configured by:

• Location: Assign where each resource is available.
• Capacity: Set how many appointments or people the resource can accommodate.

For example, a "Room 1" resource might be used by several services but can only support 4 people at a time. You can specify this capacity per location for granular control.

Creating and Managing Categories

Categories serve as a way to group similar or relevant services, making it easier for customers to navigate your offerings. These categories are displayed on the booking page, under which specific services are listed.

Drag services to rearrange them within a category. The order is reflected in the booking page layout.

Best Practices

• Assign Staff and configure their availability to every service for them to be bookable.
• Organize services meaningfully into categories.
• Leverage Add Ons for upsells and custom options.
• Use Resources to prevent over-utilization and optimize availability of linked resources