Services
Services set up and configuration
By James and 1 other2 authors6 articles
- Organizing Your Services with CategoriesCreate service categories such as Hair or Nails, assign them to services, edit their names and colors, filter the Services list by category, and delete categories you no longer need.
- Assigning Employees to a Service and Setting Their HoursAdd employees to a service, set the commission they earn on it, edit or remove an assignment, set each employee's weekly working hours and breaks, and automatically add all employees…
- Booking an Appointment for a Customer from the ScheduleBook an appointment for a customer from the Services Schedule, create a new contact on the spot, adjust the price or block extra time, set up a repeating appointment, and…
- Confirming, Starting, Completing and Cancelling AppointmentsMove an appointment through its statuses from the calendar or the list view, change a status directly from the list, and cancel an appointment.
- Importing Services from a CSV FileBulk-create services by uploading a CSV file, matching its columns to service fields, and reviewing the rows before importing.
- Create and Configure a New ServiceHow to create a new service in the Services tab and configure its pricing, booking, payment, add-ons, and customer settings. It ensures team members can set up a service correctly…