How to Create Services?

Services helps you create bookable services so customers can self-schedule online with confidence. Use variations to present multiple options under a single service, add-ons to increase order value, and resources to prevent conflicts. This article walks through accessing the Services panel, organizing services with categories and creating a new service.

What are Services?

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
• Upsells with add-ons
• Deposit payments

Key Benefits of Creating Services

Knowing what each feature does makes setup faster and keeps your booking page accurate. The benefits below reflect options you configure directly when creating or editing a service:

• Resources: Reserve limited items (like rooms or stations) so they aren’t double-booked
• Processing Time & Buffers: Build realistic gaps and in-service timing to support smooth scheduling
• Staff & Availability: Assign team members to the service and manage their working hours
• Categories: Group services and control the order shown on the booking page
• Private Service: Hide specific services from the public list when you only want to share them directly
• Custom URL & Preview: Share a clean link and verify the booking experience before promoting it

How to Access the Services Panel

The Services Panel is the starting point for building, organizing, and previewing your booking experience. Within the Services Panel, you’ll find:

• A searchable and sortable list of all services
• An option to create new services
• 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-visible access

To access your list of services in the Services Panel, follow these steps:

1. 1Click the tab on the left navigation bar
2. 2Select from the top navigation ribbon
3. 3Choose the tab from the top navigation ribbon on the Calendar Settings page

Creating and Managing Categories

Service 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.

• Click the + New Category button to create a new category
• Use the three-dot (⋮) icon to edit a category
• Drag categories to rearrange them; the order is reflected in the booking page layout

Service Management Features

Use the service editor to edit and update existing features. To open the editor, click the three-dot (⋮) icon next to the service within the Services Panel and choose Edit. The Service Editor includes:

• Add-Ons: Upsell or enhance services with extras
• Resources: Assign rooms, chairs, or other assets required for the service

What are 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-visible on the booking page or used internally by staff when creating appointments.

• customer-visible add-ons display as optional checkboxes when booking a service
• Hidden add-ons will not appear for customers but can be selected by staff inside the appointment modal

Accessing Add-ons

1. 1Navigate to the Services Panel ( > > )
2. 2Open the Service Editor for the selected service ( > ) and click the tab
3. 3From this tab, you can create new Add-ons or edit existing ones

Click here for more information about Add-ons, including how to create and edit them

What are 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.

Accessing Resources

1. 1Navigate to the Services Panel ( > > )
2. 2Open the Service Editor for the selected service ( > ) and click the tab
3. 3Here you’ll see a list of Resources, along with their Total Capacity, Services Associated, Locations Associated and Status
4. 4From this tab, you can create new Resources or edit existing ones

Click here for more information about resources, including how to create and edit them

How to Create a New Service

Step 1: Click + New Service

• Navigate to the Services Panel ( > > )
• Click the button in the upper right corner

Step 2: Add Basic Details

• Fill in the basic details for the service. These details include:
• Once all basic details have been added, click Advanced Settings to configure additional service details

Step 3: Configure Service Details

• Duration: Set how long the service lasts
• Processing Time: 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

Step 4: Set Up Payments

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

Step 5: Configure Variations (Optional)

• Example:

Step 6: Save & Preview

• Click Save Changes to apply updates
• Use View Booking Page to preview how customers will see the service

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

Frequently Asked Questions

Q: Can I hide a service from the public booking page? Yes. Enable "This is a private service" for the service and share the direct link instead. When this is turned on, the service will not be shown on the public booking page.

Q: How do categories impact the booking page? Category assignment and order determine how services are grouped and displayed in the public booking page. Please be aware that changing the order of the categories in the editor will change the order on the booking page.

Q: What’s the difference between processing time and buffers? Processing time is part of the appointment when the service is still in progress. Buffers are extra time added before or after the appointment to space out bookings (useful for setting up before or cleaning after an appointment).

Q: Does inventory tracking for products linked to services stay in sync with service appointments? No. Inventory tracking for products linked to services is not managed or synced with the service booking lifecycle.