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

This article will cover the areas of Services Configuration:

• My Services
• Online Booking Options
• Availability & Calendar
• Payments
• Coupons

You are also able to set events and add locations during the Setup Wizard. There is an option to set up both one on one appointments and events, add a location, and show pictures for the default services based on the vertical.

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 

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 (client can request a time slot or Thryv can automatically accept when time is available)
  • Notification setup (reminders)
  • Setting up limitations on future bookings
  • Setting for acceptance of Terms & Conditions
  • Link to Terms & Conditions text

Click Here for a full guide to Online Booking Policies

• 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

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

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 
• Estimates
  • Terms and Conditions text
• Invoices
  • Terms and Conditions text

Packages & Coupons

Create and manage coupons, promote specific services or staff members and increase sales. Or, bundle services into packages to increase your sales and save your customers money!

Packages

List of all current packages. Click on the edit icon to make changes to a package, or click on New Package to create a new one.

Click Here for a full article on packages

Coupons

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

• 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

My Products

Products are used for items that can be added to invoices or estimates that have a defined price, but not a time slot on your calendar. Use the search bar to search for a product. To add a new product, click on the orange + icon

For a full guide to products, Click Here

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