The Services tab on your Stackably terminal (Sunmi P3H handheld or Sunmi P3 Mix countertop) shows the services, prices, staff and customers that are set up in your Stackably dashboard. This article walks through that set-up in the dashboard – a service, its category and price, the staff who perform it, its add-ons and a customer with a family member – and then books that service on the terminal so you can see where each setting appears. Appointments booked on the terminal show on the dashboard schedule, and appointments booked in the dashboard show on the terminal.
Where are services managed in the dashboard?
Log in to Stackably and open Services in the left menu. The Services tab shows every service as a card with its category, duration, price and the staff assigned to it. The categories you have created appear in a row at the bottom, each with its own colour. The tabs across the top of the page – Dashboard, Services, Schedule, Jobs, Estimate, Dispatch and Reports – switch between the parts of the Services module; this article uses Services and Schedule.
The example account in this article has three categories (Consults, Haircuts and Treatments) and the services Consult Service, Kid's Haircut, Detox Treatment, Scalp Massage and Keratin Service, with four staff members: Rebekah Shirey, Lauren Drost, Rob Kyle and Julie Marsh. These are the same names you will see on the terminal screens further down.
How do I create a service?
Tap the blue + Service button in the top right of the Services tab. The Create New Service window has four steps across the top: General, Booking, Upsell and Additional.
Choose Standard Service (a regular bookable service) and a template, then tap Next. Pet Service adds boarding, kennel and vaccination options and is not covered here.
Under Basic Information, enter the Service Name, choose a Category (or tap the gear icon next to it to create one), pick a Color and add a Description. The colour is used for the service on the calendar; the category name appears as a chip on the terminal.
Open Duration & Pricing. Duration is the length of the appointment in minutes; Slot Interval is how often start times are offered (15 minutes gives 9:00, 9:15, 9:30 and so on); Buffer Before and Buffer After block time either side. Enter the Price. Open Price lets the price be entered at booking time and Open Timed lets the duration vary.
Tap Next for the Booking step. Online Booking Settings control how far ahead customers can book online, the minimum notice and bookings per slot; Payment Settings choose whether online bookings pay in person or online. None of these change what the terminal shows.
Tap Next for Upsell. Tip Settings turn tipping on for online bookings and at checkout, Addons & Upsells suggest products, and Service Add-Ons attach other services as add-ons (see below).
Tap Next for Additional – customer settings, custom booking questions, waivers, cancellation policy and notifications – then tap Create Service.
Note: Every service card starts with no staff assigned. A service with nobody assigned does not appear on the public booking page and cannot be booked with an employee on the terminal, so assign staff next.
How do I assign staff to a service?
Staff are employees in Contacts › Employees. Tap Add New Employee to add one, with a name, email address and phone number, a Work Type and a Position; the Send email with tasks switch on the onboarding step is off unless you turn it on.
Back on the Services tab, tap Add Employee on a service card (or the staff avatars on a card that already has staff) to open Manage Employees. Tap Add Employee, pick the employee from the Select Employee list, set a Commission type if you use commissions, optionally enter a per-service Price or Duration override for that person, turn on Primary employee for this service if they are the default, and tap Add Employee. Repeat for each person who performs the service.
On the terminal, the employees assigned to a service are exactly the cards shown under Select Staff when that service is booked, with the service price and duration – or the employee's override – on each card.
How do I set up service add-ons?
An add-on is another service that can be booked together with the main one. Create the add-on as a service in its own right first (for example Scalp Massage, 15 minutes, $15.00), then edit the main service, go to the Upsell step, open Service Add-Ons and tap Add Service. Choose the add-on from the Service list; leave Override Price and Override Duration blank to use the add-on's own price and duration, or enter values that apply only when it is booked with this service. Tap Add Service again for more add-ons, then Next through to Update Service.
On the terminal these appear under Extras › Service Add Ons on the booking screen, each with its extra minutes and price.
How do I set up customers and family members?
Customers are in Contacts › Clients. Tap Add New Client and enter a name, email address, phone number and date of birth. To link a family member or pet, open the client's profile, tap the + next to Family Members, tap Add someone else, search for the other contact, choose the relation and answer whether the payment method is shared.
On the terminal, a customer with linked family members shows + Appointment For under their name on the booking screen. Tap it to book the appointment for the family member while keeping the customer attached for payment.
How does a terminal booking appear in the dashboard?
Book the service on the terminal as usual: tap Services, tap the service, add the customer (and the family member if needed), pick the employee, day and time, add any extras and tap Schedule. The booking-an-appointment article covers each step.
In the dashboard, open Services › Schedule. The Calendar view shows the week; turn on Employee View to see one column per staff member for a single day. The colour of each appointment comes from the service's colour, and the striped blocks are unavailable time such as lunch.
Tap an appointment (or use View Details from the row menu in the List view) to open Appointment Details: the confirmation number, service, status, date and time, price, customer and who the appointment is for, employee, and how much has been paid. Reschedule and Edit change it; Confirm, Start and Cancel are in the row menu of the List view.
How does a dashboard booking appear on the terminal?
To book from the dashboard, tap New Appointment on the Schedule tab. Choose the Service and Employee, search for the Customer (and pick a family member under Appointment For if needed), choose a date on the calendar and a time from the available slots, add notes if you like, and tap Create Appointment. Walk In creates the appointment for right now.
On the terminal, open the Services tab and choose Scheduled from the view selector: the appointment appears under its day with the employee, time, price and an UNPAID badge, ready to be reviewed, completed or paid at the counter.
Note: Screenshots and videos for this article come from a Stackably test account and the terminal in test mode. Card payments on the terminal are simulated with a Simulate Approval button rather than a live card read.