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

• 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

Coupons

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

• 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

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