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Managing Services

Learn how to create, manage, schedule, and limit Services and Add-on Services for customer appointments, including service times, exceptions, and booking controls.

Sabrina Herrera avatar
Written by Sabrina Herrera
Updated today

📝 Overview

Services and Add-on Services are what you offer to customers for scheduling purposes. Depending on your account setup, the reason for an appointment may already be customized. Some examples of other terms used include Sessions, Treatments, or Lessons. Services may be distinguished by a description and duration.

⚠️ Please Note: Access to create, edit, or delete Services and Add-on Services is available to Headquarters and Location Administrators only.

🛠️ Services Set Up

You can create unlimited Services and Add-on Services per Location. Services created at the Headquarters location are visible to all sub-locations but cannot be edited from within a sub-location. If you manage many Services, use the sorting and filtering tools in the Services tab, and configure how Services are used in Settings > Services Preferences.

🏷️ Service Types

Services

Services will be found within the Services tab.

Click here to learn more about Services

A Service is what an appointment is scheduled for at a set time, with a defined duration, and an assigned Staff Member.

Add-on Services

Add-on Services will be found within the Services tab > Add-on Services.

Click here to learn more about Add-on Services

An Add-on Service is a type of Service that cannot stand alone and can only be added to an existing Service.

🧠 Example: Your Service is a Haircut and the Add-on Service would be Shampoo or Highlights.

🧾 Service Paging

Service Paging organizes large Service lists into manageable pages to make assigning and managing Services easier.

Click here to learn more about Service Paging

You may choose from the Per Page drop-down of 25, 50, 75, 100 Services per page.

🔍 Descriptions View

Descriptions View allows Staff Members to view Service descriptions navigating through the Services tab.

Click here to learn more about Descriptions View

Descriptions

You may select the Descriptions box to display the Services' Descriptions.

Internal Descriptions

You may select the Internal Descriptions box to display the Services' Internal Descriptions (only visible to staff).

Both

You may select both the Descriptions and Internal Descriptions box to display the Services' Descriptions/Internal Descriptions.

➕ How to Create a Service

Set up new Services or Add-on Services so customers and staff can schedule appointments accurately.

Click here to learn more about How to Create Services

  1. Click Services tab.

  2. Click Create.

  3. Complete the required (*) fields (Service or Add-on, Title, and Duration). You may also fill out the Description, Internal Description, Allow Customer to See, Cost, Service Color, and Required Add-on Service (if enabled) fields.

  4. Click Create.

✏️ Editing Services

Update existing Service details, availability, and settings to reflect changes in how you offer appointments.

Click here to learn more about Creating Services

  1. Click Services.

  2. Select the service you wish to edit.

  3. Edit the Service fields listed.

  4. Click Update.

🗑️ Deleting Services

Permanently remove Services or Add-on Services from your account when they are no longer offered or needed.

⚠️ Please Note: Deleting a Service removes its association from past appointments. Deleted Services will not appear in schedules, customer appointment history, or reports.

Click here to learn more about Deleting Services

  1. Click on Services tab.

  2. Locate the Service you wish to delete.

  3. Click the little trash can icon next to the Service or Add-on Service.

  4. Click Yes, delete service within pop-up to complete action.

🧩 Add-On Services

Add-On Services allow administrators to have supplement to their main Services. Below we will review how to enable and apply Add-on Services.

Enabling Add-on Services

This will be defaulted to No upon account set-up.

Click here to learn more about how to enable Required Add-on Services

  1. Click on Settings tab.

  2. Click on Services Preferences.

  3. Set Preference #5 (Enable ability to assign add-on services to services) to Yes.

  4. Click Update.

Applying the Add-On Service(s) to a Service

Below we will review how to apply an Add-on Service to a Service. If this step is not completed, the Add-on Service(s) will not be visible upon the booking process.

Click here to learn more about how to enable Required Add-on Services

  1. Click the Services tab.

  2. Select an existing Service.

  3. Open the Service Details page. Within the Service Details page, a new Required Add-On setting is available.

  4. You may select any Add-on Services to apply to the Service, or click Select All if you'd like to apply all Add-on Services.

🗂️ Service Fields

Define the details and settings that control how a Service appears, functions, and is scheduled within your system.

Click here to learn more about Service Fields

Add screenshots

Title


The name of the Service as it appears in the appointment scheduling drop-down list.

Description


Optional information visible to customers during scheduling through the Customer View.

🧠 Example: Description in Customer View.

Internal Description


Internal notes visible only to Staff Members.

Duration


The default length of the Service. Duration can be overridden per Staff Member or appointment. Buffer time can be included by extending the duration (e.g., 75 minutes for a 60-minute service with a 15-minute buffer).

Cost


Default cost of the Service. This can vary by Staff Member or appointment and is optional.

Number of Spots


Applicable only when using Multiple Appointments per Time Slot. Determines how many spots are consumed per appointment.

Assign Service Color

This serves as a color indicator of specific Services that will show up on the Appointment Grid.

Add-on Services

Apply the Required Add-On Service to require Staff Members/Customers to select when scheduling an appointment.

Additional Service Fields (if POS is Enabled)

  • Product/Service Code: Used with Point of Sale.

  • Taxable: Applies tax based on POS tax rate settings.

  • Category: Used in sales reporting.

⏰ Service Times & Exceptions

Service Times and Exceptions allow you to restrict when Services and Add-on Services are available.

⚙️ Enabling Service Times & Exceptions

Service Times by Service

This option allows you to create weekly recurring schedules per Service that apply to all Staff Members.

Click here to learn more about Enabling Service Times by Service

  1. Click Settings tab.

  2. Click Services Preferences.

  3. Set Preference #6 (Allow Services and Add-on Services to be limited to certain times of the day) to Yes.

  4. Click Update.

Service Times by Staff Member

This option allows individual Service schedules per Staff Member.

Click here to learn more about Enabling Service Times by Staff Member

  1. Click Settings tab.

  2. Click Services Preferences.

  3. Set Preference #7 (Allow Services and Add-on Services to be limited to certain times of the day by Staff Member) to Yes.

  4. Click Update.

⛔️ Warning: These settings should not be enabled simultaneously.

🗓️ Creating Service Times

By Service

Click here to learn more about Creating Service Times by Service

  1. Click Services tab.

  2. Select a Service or Add-on Service.

  3. Scroll to Service Schedule.

  4. Set Start and End Times within Location open hours.

  5. Click Update.

By Staff Member

Click here to learn more about Creating Service Times by Staff Member

  1. Click Staff Members tab.

  2. Select a Staff Member profile.

  3. Click Service Times.

  4. Set times for each assigned Service.

  5. Click Update.

💡 New Services do not automatically inherit Service Times.

🔄 Creating Service Exceptions

Service Exceptions override Service Times for specific dates.

Click here to learn more about Creating Service Exceptions

  1. Click Services.

  2. Select a Service or Add-on Service.

  3. Click Service Exceptions.

  4. Select Location(s).

  5. Select Date, Start Time, and End Time.

  6. Click Add.

💡 Exception duration must be equal to or longer than the Service duration.

📊 Daily Service Limits

Daily Appointment Limits restrict how many appointments customers can book per Service by day of week or specific dates, while Site Administration bookings remain unaffected. This applies only to customer-booked appointments. Limits apply to the Appointment date, not the date the appointment was booked.

Click here to learn more about creating Daily Service Limits

  1. Click on Services tab.

  2. Select a Service.

  3. Click Daily Service Limits.

  4. Enter numeric limits per day:

    • 0 = No bookings allowed

    • Blank = Unlimited bookings

  5. Click Add.

🔕 Service Exception Limits

Admins can create date-specific Exception Limits by selecting a date and entering a numeric limit; only one exception is allowed per date, overrides the day-of-week limit, and can be edited or deleted later.

Click here to learn more about creating Daily Service Limits

  1. Click on Services tab.

  2. Select a Service.

  3. Click Daily Service Limits.

  4. Click Add Exception.

  5. Enter the Date and Exception Limit Quantity.

  6. Click Add Exception Limit.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Why aren’t Services showing when scheduling?

Click the arrow to see the answer

  • Verify Services are assigned to Staff Members.

  • Confirm Service Times are configured correctly.

  • Ensure Allow Customers to See is enabled.

  • If you're still experiencing a roadblock, please contact our Support team.

What is the difference between Services, Add-on Services, and Events?

Click the arrow to see the answer

Services: One-on-one appointments with flexible times and durations.

Add-on Services: Optional additions to Services.

Events: Group appointments with set dates, times, and attendance limits.

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