When adding a new service, you will encounter four tabs: General, Pricing, Invoice, and Notifications. Here’s what each tab entails:
General Tab:
Service Name: Enter the name of the service to be displayed to clients on the booking page, in emails, invoices, and throughout the platform.
Display on Booking Page: Choose whether the service is visible on the client booking page by toggling the switch (teal for visible, grey for hidden).
Service Description: Provide a description to help clients understand the service. This will be shown on the booking page if the service is displayed.
Client Type: Select the appropriate client type: Child/Adolescent, Adult, or Both.
Service Mode: Choose whether the service is virtual or in-person. Virtual appointments will generate a Trova Meets link, while in-person appointments will send your address.
Duration: Set the duration of the service in minutes (e.g., 90 minutes for 1.5 hours).
Color Code: Pick a color to represent this service on your calendar (default is orange).
Restrict Session Times: If needed, specify the days and times this service is available. If unrestricted, clients can book anytime within your working hours that are not already booked.
Pricing Tab:
Payment Timing: Select when you want payment:
Paid in Advance: Sends a payment link and invoice at booking. Requires Paystack integration.
At Session Completion: Allows sending a payment link, recording received payments, or submitting an invoice after the session.
Currency and Amount: Choose your local currency and the amount for the service. Toggle to display this price on the booking page (teal for visible, grey for hidden).
Click Save Changes to create the service.
Invoice Tab: Optional
Invoice Details: Customize what appears on the invoice.
Procedure Code: When typing in a procedure code, if the code exists in the system, select from the drop-down menu. If the code does not exist in the system, there is no need to select the code from the drop-down menu.
Procedure/Service Description: If you have selected a code from the drop-down menu, this field will auto fill for you. If you have not selected a code from the drop-down menu, you can add a brief description (e.g., “30 min consultation with Dr. Smith”) to this field. This appears only on invoices, not the booking page.
Add Line Items: You can add up to 6 line items to an invoice. Use the trash icon to remove any.
Edit Line Items: Modify line items for specific clients before sending invoices.
Click Save to save your invoice settings.
Notifications Tab: Optional
Custom Emails: Customize booking confirmation and reminder emails for this service.
File Attachments: Attach any necessary files for clients.
Rescheduling/Cancellation: Toggle to allow clients to reschedule or cancel appointments via their emails.
Email Replies: Note that replies to these emails go to a no-reply address. Include your email in the message if you need files returned.
Click Save to save any updates.
You can always edit any of these tabs and items in services after the initial setup.