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Create and edit a service

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

  • the core service data;
  • category and locations;
  • employees when the type requires them;
  • pricing options or services in package;
  • additional settings depending on the type;
  • activity and online visibility when they apply.

Detailed management of pricing options, group options, corporate cards, and "Check-in pricing" is covered separately in Pricing and additional options.

Before you start​

  • Make sure you have at least one service category. If not, create it first in Service categories.
  • If the service should be available in more than one location, make sure those locations already exist.
  • If the service should be performed by specific employees, make sure they are already added.
  • If the service will use a room, device, or other equipment, first create the needed resources and resource types.
  • Decide in advance which service type you will create: single, group, package, or "Check-in service".

How the form is structured​

The main service form is easiest to work with in this order:

  1. basic data;
  2. category and locations;
  3. "How this service is booked" and employees, when the service is not a package and not a "Check-in service";
  4. pricing options or "Services in package", depending on the type;
  5. resources, booking availability, and other additional settings depending on the type;
  6. activity and online visibility, when they apply.

Basic data​

At the start, you fill in:

  • "Service name";
  • "Service description".

The name is required. The description is optional, but useful when the service is shown online or when you want the team to distinguish services more easily.

Next to "Service description", there is also an "AI content assistant" button if you want to prepare a first draft faster.

AI help for the description​

AI help is available only for "Service description". It is useful when you want a fast starting draft that you will edit afterward.

In the AI window, you set:

  • Instructions;
  • Tone;
  • Goal;
  • Language;
  • Add emoji.

Then you choose "Generate". If the result fits, click "Use text" and the text returns to the service description.

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 "Create" or "Save".

Category and locations​

Next, you choose:

  • "Service Category";
  • "Locations".

These two parts are fundamental:

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

The category defines where the service will be organized in the catalog. The locations define where it can actually be offered.

Employees​

The "Employees" section appears for single and group services.

This is where you choose which employees can perform the service. It is the practical link between the service and the schedule.

Important:

  • for "Package service", this selection does not appear in the same way because the logic comes from the services inside the package;
  • for "Check-in service", this selection does not appear because the flow is for reception and access, not for standard calendar assignment by employee.

Pricing options or services in package​

This is the first major difference by service type.

For single and group services​

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

Here you set the first working variant of the service:

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

For a check-in service​

The form still uses "Pricing options", but with entry and stay logic instead of standard appointment logic.

Instead of the usual "Price type", you see:

  • "Billing duration";
  • "Time charge for billing duration";
  • "Old price (optional)";
  • "Price option name".

Each such pricing option also includes a separate "Check-in pricing" section.

For a package service​

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

There you:

  • select the services included in the package;
  • must add at least two services;
  • arrange them in order;
  • configure when each service in the package starts;
  • use "One after another", "Same start time", "Start options", or an exact value in "Start after (minutes)";
  • set a price for each package item.

The package-specific workflow is covered in Package services.

What changes by service type​

  • Single service
    You work with the standard fields, employees, resources, pricing options, online visibility, and color.
  • Group service
    The flow is close to the single service, but pricing options can also include "Additional group options".
  • Package service
    Instead of a standard pricing flow, you work with a package of already existing services and configure when each included service starts.
  • Check-in service
    You work with entry and stay pricing. The flow is not configured as a standard calendar and online-booking service.

Additional settings​

For single and group services, the "Additional service options" section can include:

  • "How this service is booked";
  • "Resources for this service";
  • "Booking availability";
  • "Includes Several Employees";
  • "Change the default tax rate";
  • "Extra time" before or after the service.

For a "Check-in service", these calendar-oriented options are not part of the flow. There, the setup is simpler and the most important part is "Check-in pricing" inside the pricing option.

How this service is booked​

For single and group services, the system needs to know what must be available before the service can be booked at a specific time.

In "How this service is booked", choose one of three modes:

ModeWhat it meansWhen to use it
"Staff only"Booking needs an available employee from the employees assigned to the service.When the service is performed by a person and does not require a specific room, device, or equipment.
"Resource only"Booking needs an available resource, without staff selection.When the service is mainly tied to a room, device, or equipment.
"Staff and resource"Booking needs both an available employee and the required resources.When the service cannot be performed without a person and a specific kind of resource.

Resources for this service​

If you choose "Resource only" or "Staff and resource", configure "Resources for this service".

For each requirement, set:

  • "Resource type" - the kind of resource that must be reserved;
  • "Quantity" - how many resources of that type are needed for one booking;
  • "Resource selection" - whether the system can use "Any available resource" or must use "Only selected resources";
  • "Allowed resources" - the concrete resources when "Only selected resources" is selected;
  • "Clients can choose a specific resource online" - whether the client can choose a concrete resource in online booking.

Practical rules:

  • If the system should pick a suitable resource automatically, use "Any available resource".
  • If only some resources of a type may be used for this service, select "Only selected resources" and fill in "Allowed resources".
  • If "Clients can choose a specific resource online" is off, the system assigns an available resource automatically.
  • If it is on, the client sees resource selection in the online flow when resources are available.
  • "Check-in service" and "Package service" do not follow this standard employee/resource logic.

If the appointment form shows that an employee or resource is missing, check these service settings, the selected location, and whether the matching employees or resources are active.

Booking availability​

In "Booking availability", you can limit when this specific service can be booked:

  • "Limit by date range" sets a start and end date;
  • "Limit by day and time" sets allowed days and time ranges.

If you do not set a service-specific limit, the service follows the general online booking rules, working hours, employees, and resources. If you add a service-specific limit, a slot must also match that limit.

Status and visibility​

  • "Active service" defines whether the service can be used.
  • "Online Booking" appears only when the type supports the standard online booking flow.
  • "Color of the service" is used by the calendar view and is not part of the "Check-in service" flow.

If a service should be visible online, it is not enough to turn on "Online Booking". Also review the location settings in Online booking.

Creating a new service​

  1. Go to "Services".

  2. Click "New service".

  3. Choose the service type you need (see Service types).

Fill in the form​

  1. Fill in the basic data, category, and locations.

  2. If the service is single or group, choose the employees who will perform it.

  3. If the service uses a resource, configure "How this service is booked" and "Resources for this service".

  4. Configure the first working price:

    • for a single or group service — a standard pricing option;
    • for a "Check-in service" — billing duration, time charge, and "Check-in pricing";
    • for a package service — the services in the package.

  5. Review the additional settings for the selected type.

  6. If the service should be available only in a specific period, on specific days, or during specific hours, configure "Booking availability".

  7. If the type supports it, configure "Online Booking".

  8. Enable "Active service".

  9. If the type supports it, add the service color.

  10. Click "Create".

Editing a service​

  1. Open a service from Services list.

  2. Click "Edit service".

  3. Make the required changes to the core fields, assignments, pricing, or statuses.

  4. Click "Save".

Helpful

If you create a "Check-in service", first decide which locations it should work in and how the stay should be charged. That matters more than the calendar settings used by standard services.

What is not on this page​

FAQ​

Which parts are required to create a service?

The name, category, at least one location, and a working pricing configuration. A package service must also include at least two services in the package.

Where do I configure charging for a "Check-in service"?

Inside the service pricing option, in the billing-duration fields and the "Check-in pricing" section.

Why do I not see employees and Online Booking for a "Check-in service"?

Because this type is for the flow in "Reception", not for standard calendar and online booking logic.

Where do I edit a package service?

In "Package services". That is where you add the included services, configure their start times, and set the price for each row.
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