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Create and edit a service

This page is about the main form for creating and editing a service. It is where you configure:

  • the core service information;
  • category and locations;
  • employees and resources;
  • the main service type;
  • status and online visibility.

The detailed logic for prices, pricing options, class options, and benefit card providers is covered separately in Pricing and additional options.

Before you start​

  • Make sure you already have at least one service category. If not, create it first in Service categories.
  • If the service will be offered in more than one location, make sure those locations already exist.
  • If the service will be performed by specific employees, make sure they are already added.
  • Decide in advance which type of service you are creating: single, group, or package.

How the form is organised​

The main service form is easiest to work with if you follow it in this order:

  1. core information;
  2. category and locations;
  3. employees;
  4. prices or services in package, depending on the type;
  5. additional service options;
  6. online visibility and active status.

Core information​

At the top of the form you fill in:

  • "Service name"
  • "Service description"

The name is required. The description is optional, but it is useful when the service will appear online and you want the client to understand more clearly what it includes.

There is also an AI Content Assistant button next to "Service description" if you want a faster first draft.

AI help for the description​

AI help is available only for the "Service description" field. It is useful when you want a quick starting draft that you will refine afterwards.

In the AI modal you set:

  • Instructions
  • Tone
  • Purpose
  • Language
  • Add emoji

Then click "Generate". If the result is suitable, use "Use text" and the content is inserted back into the service description field.

Important:

  • AI help does not save the service for you;
  • the generated text is a draft and should be reviewed;
  • the service is saved only after you click "Create" or "Save".

Category and locations​

After that you choose:

  • "Service Category"
  • "Locations"

These two parts are fundamental:

  • the service cannot be saved without a category;
  • the service cannot be saved without at least one location.

The category defines where the service sits in the catalogue. The locations define where it can actually be offered.

Employees​

For single and group services, the form also shows an "Employees" section.

This is where you define which employees can perform the service. It is the practical connection between the service and the working schedule.

If the service should only be offered by specific people, this is where you limit it.

For package services, this block is not handled in the same way because the logic comes from the services inside the package.

Prices or services in package​

This is the first major difference depending on the service type.

For single and group services​

The form shows a "Pricing options" section. The service must have at least one pricing option.

This is where you define the first working variant of the service:

  • duration;
  • price type;
  • price;
  • old price, if any;
  • pricing option name, if needed.

The detailed logic for prices, consumables, location and employee pricing, class options, and benefit card providers is covered in Pricing and additional options.

For package services​

Instead of standard pricing options, you work with a "Services in package" section.

Here you:

  • choose which services belong in the package;
  • must add at least two services;
  • order them;
  • choose how the package is scheduled;
  • define package pricing for each item.

The package-specific flow is covered in Package services.

Create a new service​

  1. Go to "Services" and click "New service".
  2. Choose a service type based on your needs (see Service types).
  3. Fill in the core information, category, and locations.
  4. If the service is not a package, select the employees who will perform it.
  5. Set the first working price or, for a package service, add the services inside the package.
  6. Review "Additional service options" if you need resources, extra time, or a special tax rate.
  7. Set:
    • "Online Booking"
    • "Active service"
  8. Add a service color if needed.
  9. Click "Create".

What changes by service type​

  • Single service Uses the standard flow for employees, resources, and pricing options.
  • Group service Uses a similar flow, but its pricing options can also have "Additional class options".
  • Package service Uses a different flow built around already existing services.

Important additional settings​

Inside "Additional service options", you can enable:

  • "Resources" and the list of available resources;
  • "Allow resource selection";
  • "Uses resource availability";
  • "Conditions for resource availability";
  • "Includes Several Employees";
  • "Change the default tax rate";
  • "Extra time" before or after the service.

This section is not where you set the base price of the service. It is for behaviour and additional rules.

When "Includes Several Employees" is enabled, you also choose how the price is calculated. The detailed pricing logic is covered in Pricing and additional options.

Status and visibility​

  • "Active service" controls whether the service can be used in the calendar.
  • "Online bookings" controls whether the service is available for online booking.
  • "Service color" helps distinguish the service in the calendar.

If the service should appear online, enabling "Online Booking" is not enough on its own. Also review the location settings in Online booking.

Edit a service​

  1. Open the service from Services list.
  2. Click "Edit service".
  3. Update the main fields, assignments, resources, prices, or statuses as needed.
  4. Click "Save".
Tip

If you work across multiple locations, set "Locations" first so the right availability and settings are visible.

What is not on this page​

FAQ​

Where do I configure prices and pricing options? In Pricing and additional options.

Which parts are required to create a service? The name, category, at least one location, and at least one price. For a package service, you also need at least two services inside the package.

Where are service categories created? In Service categories.

Where is a package service edited? In Package services.