What information do I need to provide when adding a service?

When adding a new service, you will see four tabs: General, Pricing, Invoice, and Notifications. Here’s what each tab includes:

General tab

Service Name
Enter the name of the service as it will appear to clients across the platform
Display settings
Choose where your service is visible:
- Marketplace (available to all users)
- Booking Page (available on Pro plans)
Service Description
Provide details to help clients understand the service
Life Stage
Select the appropriate life stage: Child/Adolescent, Adult, or Both
Service Mode
- Virtual: Generates a video link
- In-person: Indicates an in-person session
Duration
Set the length of the service in minutes
Color Code
Choose a color to represent the service on your calendar
Restrict Session Times
Optionally limit when this service can be booked
Buffer Time
Add a buffer time to prevent back-to-back bookings

Payment Timing
- Paid in advance: Sends an invoice and payment link at booking (if a payment partner is integrated — currently available in South Africa)
- At session completion: Allows billing after the session
Currency and Amount
Set your price for the service. Pricing is displayed on your booking page (Pro only) and is not displayed on the Marketplace.

Information entered in this tab will appear on invoices for this service and helps streamline billing.

Procedure Code
Available to all users
- In South Africa, you can select a code from a dropdown list, and the service description will auto-fill
- In other regions, you can enter the procedure code manually
Procedure/Service Description
Auto-fills when a procedure code is selected (South Africa), or can be entered manually
Line Items
Add up to 6 line items
- You can edit these before sending an invoice to a client
- Saving them here allows for faster billing later
Click Save to apply changes

Customization in the Notifications tab is available on Pro plans.

Custom Emails
Customize booking confirmation and reminder emails
File Attachments
Attach files to be sent to clients
Reschedule/Cancel Options
Control whether clients can reschedule or cancel via email
Email Replies
Replies go to a no-reply address — include your email in the message if needed
Click Save to apply changes

You can edit any of these settings at any time from the Services section.