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    Services Settings

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    Configure your Services to make it easy for your clients to do business with you.

    This article will cover the areas of Services Configuration:

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    My Services 

    • Adding Services
    • Categorizing services, so they display correctly to clients
    • 1 on 1 appointments
    • Group Events
    • Number of attendees
    • Configure price for service
    • Ability to add pay at booking 

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    Online Booking Options

    • Booking Policy
      • Limit how far ahead a client can make an appointment
      • Offer online scheduling
      • Set up options on how to accept appointments (e.g., up to 3-time slots, one-time slot or automatically accepting when available)
      • Notification setup (reminders)
      • Setting up limitations on future bookings
      • Setting for acceptance of Terms & Conditions
      • Link to Terms & Conditions text

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    • Display options
      • Setting for displaying categories and services all at once or allowing the client to select a category then display
      • Setting for whether you want service before staff member on online bookings or staff member then services
      • Ability to add a title to the service menu

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    Availability & Calendar

    • Time zone setup
    • Use local time (All appointment times displayed to your staff and clients will be in your time zone vs. having individual time zones for staff)
    • Time format selection
    • Calendar increments to show (e.g., 30 minutes, 1 hour, etc.)
    • Links to business hours for staff

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    Payments

    • Credit Card Processing
      • Payment Gateway shows which merchant the account is connected to
        • Allows you to disconnect
      • Settings to enable clients to pay online with credit card or Paypal
    • Estimates
      • Terms and Conditions text
    • Invoices
      • Terms and Conditions text

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    Coupons

    Create and manage coupons, promote specific services or staff members and increase sales.

    • List of available coupons with their status 
      • Active
      • Scheduled
      • Expired

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    • Ability to create new coupons
      • Create Coupon codes
      • Percentage off or Fixed amount
      • Valid from and to dates
      • Number of times a coupon can be redeemed
      • Coupons available for all services and staff or limit services and/or staff
    • For more info visit Coupons & Discounts

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    For a video walkthrough of your Service Settings, see below:

     

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