If you already have a list of your services in a spreadsheet, you can create them all at once instead of adding them one by one. This article explains how to prepare the file, upload it, match its columns to service fields, and review the rows before they are imported.
How should I prepare the CSV file?
Save your spreadsheet as a CSV file with one service per row and a header row naming each column. The following columns are recognised automatically:
Service Name (required)
Duration, written as text such as 45m or 1h 15m
Price, as a number such as 65 or 18.50
Category Name. If a category with that name does not exist yet, it is created during the import.
Description
Tax, written as a name and rate such as AZ Tax (6.7%)
If a value contains a comma, for example a description, wrap that value in double quotes so it stays in one column. The Match Fields step lists further service fields, such as buffer times and slot interval, that a column can be matched to.
How do I upload the file?
In the left menu click Services and make sure the Services tab is selected at the top of the page.
Click Import (1) in the top right. The Import Services window opens on Step 1, Upload.
Click inside the dashed box (1), or drag your CSV file onto it. The file name and the number of rows detected are shown under the box.
Click Next.
How do I match the columns?
On Step 2, Match Fields, each column from your file is listed under CSV Column with a drop-down under Import As (1). Columns with recognised names are already matched, for example Service Name to Service Name and Duration to Duration (min).
For any column that shows Do not import, open its drop-down and choose the service field it should fill, or leave it as Do not import to skip it.
Click Next (2).
How do I review and confirm the import?
On Step 3, Review & Edit, every row that will be imported is shown in a table (1). The message above the table tells you how many rows are ready.
Check the values. You can click any cell and edit it directly, for example to fix a name or a price. Durations are shown in minutes.
To leave a row out of the import, click Remove (2) at the end of that row.
Click Confirm Import (3).
The window closes and the new services appear as cards in the Services list with the name, category, duration and price from your file. If an imported service shows Add Employee on its card, open it and assign an employee before customers can book it online.