Create Appointment Services

What are appointment services#

Appointment services are bookable offerings that customers can schedule one-on-one with your staff. Unlike group classes or events, appointments are individual sessions between a customer and a provider.

Common examples include:

• Private training sessions
• Consultations
• Massage or spa treatments
• Personal coaching
• Assessment sessions

Create a new service#

1. Go to Admin > Appointments > Services
2. Click Add Service
3. Enter the service details:
   • Name: A clear, descriptive title (e.g., "60-Minute Personal Training")
   • Description: What the service includes and who it's for
   • Duration: How long the appointment lasts in minutes
4. Click Save

Set pricing for your service#

Each service needs at least one product attached for customers to purchase and book.

1. Open the service you want to price
2. In the Products section, click Add Product
3. Select an existing product or create a new one
4. Set whether this is the default pricing option

You can attach multiple products to offer different pricing tiers, such as single sessions versus package deals.

Assign providers to services#

Providers are staff members who can deliver the service. Customers may choose their preferred provider during booking.

1. Open the service
2. In the Providers section, click Add Provider
3. Select from your available staff members
4. Enable Allow Provider Selection if customers should choose their provider

If provider selection is disabled, the system automatically assigns an available provider.

Configure buffer times#

Buffer times add padding before or after appointments for preparation or cleanup.

• Buffer Before: Time needed before the appointment starts (e.g., room setup)
• Buffer After: Time needed after the appointment ends (e.g., cleanup or notes)

These buffers prevent back-to-back scheduling and give providers breathing room between appointments.

Add service images#

Upload images to help customers understand what the service offers.

1. Open the service
2. Click Manage Images
3. Upload one or more images
4. Drag to reorder if needed

The first image appears as the main service photo on your booking page.

Require resources for appointments#

Some services need specific rooms or equipment. Link resources to ensure they're available when customers book.

1. Open the service
2. In the Resources section, click Add Resource
3. Select the required room, equipment, or space
4. Choose whether the resource is Required or Optional

The system only shows available time slots when required resources are free.

Deactivate a service#

To temporarily stop bookings for a service without deleting it:

1. Open the service
2. Toggle Active to off
3. Click Save

Deactivated services won't appear on your booking page but existing appointments remain unaffected.