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How to add a new service?

Adding a new service

Updated over 2 weeks ago

To add a new service, follow these steps:

  1. Navigate to the Services Section:

    • Go to the Services section on the left-hand menu of your screen.

  2. Click the Add New Service Button:

    • At the top right of the Services section, click the Add New Service button.

  3. Select Add Individual Service:

    • Choose Add Individual Service to proceed.

  4. Fill in the Required Information:

    • Complete the General and Pricing tabs. These fields are mandatory to create a service.

  5. Optional Tabs:

    • Although not required, it’s recommended to fill out the Invoice and Notifications tabs.

      • Invoice Tab: Saves time by preloading line items during billing.

      • Notifications Tab: Customizes emails sent to clients for appointments related to this service.

  6. Save the Service:

    • Once all details are entered, click Save to add the service to your list.

This ensures your service is ready for booking and tailored to meet client needs.

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