Before you start
A service in Healthera is configured across four tabs:
Settings — name, category, booking method, fulfilment method, questionnaire, consultation/practitioner type, duration and consultation room.
Content — short and long descriptions patients see before booking.
Payment — online charging and add-on items.
Schedule — when patients can book this service.
You can update any of these at any time. Make sure you click Save (or Save and publish on the Content tab) on each tab to push your changes live.
💡 Related guides:
• How to Set Up a Service Description goes deeper on the Content tab.
• Service Payments and Add-On Items covers paid services and add-ons in detail.
• How to Create a Temporary Service Schedule in Healthera covers setting up a schedule for a specific date range.
Step 1 — Open the service
Navigate to https://connectme.healthera.co.uk/services.
Click on the service you'd like to amend (for example, "Blood testing").
Step 2 — Update the Settings tab
The Settings tab is open by default when you click into a service.
Set a custom name (optional)
If you'd like to change the templated service name, click the Set a custom name for service field and type the new name (e.g. "Blood testing"). The custom name will replace the original service name everywhere it's shown to patients.
Assign a category (optional)
Under Categories, click Select and choose the category you want this service to appear under (e.g. "Flu/Covid").
💡 Tip: If the category you need doesn't exist yet, see How to Add a Category in Healthera first.
Pin the service (optional)
Toggle Is Pinned on if you'd like this service to appear at the top of your services list.
Choose how patients book
Under Availability, choose how patients can book this service:
Book online — patients book directly through Healthera.
Enquire only — patients are shown your pharmacy phone number to call instead.
Choose the fulfilment method
Under Fulfilment method, select how the service is delivered:
In person
Drop in
Phone consultation
Online consultation
Other
Attach a questionnaire (optional)
If you'd like patients to complete a questionnaire as part of booking, click + Add Questionnaire, then click Select next to the questionnaire you want to use (e.g. "Pharmacy First – UTI").
Set the consultation type
Click the Consultation Type dropdown and select the option that best matches your service:
NHS
Private
PGD
Other
Set the practitioner type
Click the Practitioner Type dropdown and select who will deliver the service:
Pharmacist
Technician
Prescribing Pharmacist
Other
Set the service duration and concurrent slots
Choose the Service duration in minutes (15, 30, 45 or 60). This makes sure your calendar blocks out enough time for each appointment.
Then choose your Concurrent slots — the number of appointments you can run in the same time slot (e.g. 3 means three patients can book the same time).
Choose the consultation room
Under Consultation room, tick the room(s) this service can be run in (e.g. "Consultation Room 1").
💡 Don't see a room here? Follow our guide How to Create a New Consultation Room to add one.
Save the Settings tab
Click Save in the top right to keep your changes.
Step 3 — Update the Content tab
Click Content at the top of the service page to open the description editor.
Short description — click into the Short description field and add a brief explainer of the service. This is what patients see when they click into the service before booking.
Section title (optional) — click into the Section title field and add a heading for your longer description (e.g. "About this service").
Long description (optional) — click into the long description body and add any extra detail you'd like patients to see — facts about the service, after-care advice, preparation steps, or images.
Once you're happy with the content, click Save and publish in the top right to push your changes live.
⚠️ Important: Save and publish publishes your changes to the website and app. The plain Save button only saves them as a draft.
Step 4 — Update the Payment tab
Click Payment at the top of the service page.
Under Service charged online, click Yes – charge online to enable payments for this service.
Click into the Price field (showing
£ 0.00) and type the booking fee you'd like to charge.
ℹ️ How do I know the patient has paid? A paid booking will appear in your calendar. You can also manage payments and issue refunds from within the appointment booking.
💡 For full details on add-ons and refunds, see Service Payments and Add-On Items.
Step 5 — Update the Schedule tab
Click Schedule at the top of the service page.
Click on individual squares to set patient availability:
Green = patients can book this slot.
Grey = the slot is unavailable.
Once you're happy with your selected times, click Save in the top right.
💡 Need a one-off schedule for a specific date range? See How to Create a Temporary Service Schedule in Healthera.
Need help?
You can follow the steps below, or use this link:
If you have any questions about updating a service, please contact the Healthera support team.