Key Steps
1. Open the Services tab and start a new service 0:00
Go to the Services tab on the left-hand side.
Confirm the Services section is available at the top.
Click Add Service to begin creating a new service.
Choose the correct service type:
Standard Service for haircuts, classes, or consultations.
Pet Service for boarding, daycare, stays, kennels, or similar offerings.
2. Select the service template and enter basic service details 0:35
Choose the appropriate template, such as Template 1 or Template 2.
If needed, remember that template settings can also be adjusted later in the service settings.
Select the correct category from your pre-created categories.
Add a clear service description.
Upload a service photo if available.
Continue to the pricing and setup section.
3. Configure branding, duration, timing, and pricing 0:57
Review the basic information and branding settings.
Set the duration of the service.
Set the slot interval to control how often booking times appear on the customer booking page.
Add any buffer time before or after the service if needed.
Enter the service price.
Confirm the currency is correct, such as USD.
Verify whether any tax settings are automatically applied to the service.
4. Set booking behavior and availability rules 1:35
Turn on open price if the price should be adjustable at checkout.
Turn on open time if the service time should be adjustable at checkout.
Review the service preview on the right side to confirm the setup looks correct.
Click Next to continue.
Set advanced booking days to control how far in advance customers can book.
Add a minimum notice period if customers must book a certain amount of time ahead.
Set how many slots can be booked for the service at one time.
5. Configure payment and tipping options 2:09
Choose whether customers will pay in person or pay online.
In tip settings, enable tipping for public booking if desired.
Decide whether tips should appear:
During the online booking flow, or
In the checkout flow.
Toggle the relevant tip options on so customers can add tips correctly.
6. Add products, service add-ons, and upsells 2:28
Use the add-ons and upsells section to offer additional products at checkout.
Select a product from the drop-down list if you want to sell retail items.
Add service add-ons when customers may want extra services during the appointment.
Example: add an Olaplex or K18 treatment to a haircut.
Adjust the add-on details as needed:
Set a different price override if the add-on should cost less when bundled.
Set a shorter duration if the add-on takes less time when combined with another service.
7. Set customer-facing booking rules and notifications 3:03
Review the customer settings section.
Override booking links or service-specific settings if needed.
Add custom booking questions to collect important information.
Add waivers and liability releases when required.
Include the cancellation policy.
Configure notifications for both customers and staff.
8. Save the service and verify employee assignment 3:19
Complete the service creation process to upload it into the Services list.
Confirm the new service appears with the correct duration and price.
Open the employee assignment area to review who is linked to the service.
Use employee options to:
View time clocks,
Edit employee assignments, or
Remove employees from the service.
If needed, use the settings icon in the top-right to configure whether all employees are automatically added to services.
Cautionary Notes
Make sure you select the correct service type before continuing, since Standard Service and Pet Service follow different booking structures.
Double-check duration, slot interval, and buffer times to avoid scheduling conflicts.
Confirm pricing, currency, and tax settings before saving the service.
Only enable open price or open time if staff should be allowed to adjust those details at checkout.
Review add-ons carefully so the price and time override match the actual service workflow.
Verify customer questions, waivers, and cancellation policies before publishing the service.
Tips for Efficiency
Prepare categories, tax rules, and employee assignments before creating the service to speed up setup.
Use templates to standardize service creation across your team.
Keep service descriptions and photos consistent for a cleaner customer booking experience.
Review the preview panel before saving to catch errors early.
If you offer similar services often, duplicate the setup pattern and adjust only the service-specific details.
Link to Loom
Creating a Standard Service Booking - Watch Video
This Loom walks through how to create a new service in the Services area. The presenter shows adding a Standard Service or Pet Service, choosing a template, and building a haircut with categories, description, and photo, then setting duration (30 minutes), slot interval, buffer time, and pricing in USD. It also covers enabling an existing 5% taxable service from settings, optional open price or open time at checkout, and configuring advanced booking days and two hour notice with slot limits. The Loom further explains payment options, tip settings, and adding add-ons or upsells such as an Olaplex K18 for 15 minutes and $40 with an optional price override, plus customer questions, waivers, and cancellation policy.