Add services

To start getting appointments, you need to tell clients about the services you provide. This guide will help you create a service and set its scheduling rules.

To create a service, go to Services > All services and click + Add service.

Step 1 — Add service details

Tell clients about your service. They’ll see this information when making an appointment, so be sure to include a short description!

Tip:  Group your services in categories to help clients easily find them.

Step 2 — Configure service settings

To help you make the most of your time, let’s set rules for making appointments.

1
 Time slots

The intervals at which people can book appointments with you are called time slots. There are two kinds of slots: by duration and by custom interval.

Time slots by duration of your meeting let clients book appointments back to back.  

Let’s say you provide a service which lasts 1 hour. Your clients will be able to book appointments at 9 AM, 10 AM, 11 AM, 12 PM, etc.

Pros: All of your time is bookable.

Cons: Less flexibility for your clients.

Time slots by custom interval let your clients book appointments in 15, 30, or 45-minute periods. The shorter the interval, the more options your clients will have.

Let’s say you provide a service which lasts 1 hour. If you choose a 15-minute interval, your clients will see available time slots at 9:00, 9:15, 9:30. 9:45, 10:00, etc.

Pros: More flexibility for your clients.  

Cons: Some of the time may become not bookable because the time gap is shorter than the service duration.


2
 Video recordings

If you have a Pro or Plus subscription plan, you can let your team members and/or clients record meetings. Just click the toggles to activate this option.

3
 Payment options

Choose if you’re going to collect payments via Stripe. This option is available for users with Pro and Plus subscriptions only.

Step 3 — Assign team members and add prices

Personal workspace

If you have a personal workspace, all services will be assigned to you automatically. All you need to do is just add a price for your service.

Team workspace

If you’re a team workspace owner or administrator, you can assign your team members to a service. Here’s how to do it:

  1. Type the name of the team member or select them from the Expert dropdown list.

  1. Add a price for the service provided by the team member. You can add multiple team members to one service if they charge the same price.

  1. To set a different price for another service provider, click + Add expert with another price. 

  1. Click Create.

Congratulations!

The service has been created. Now you can see it in your list of services.