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How to Create and Manage Services

The Services panel lets you create, organize, and manage bookable services with advanced options like variations, add-ons, resources, and partial payments.

Updated over 2 months ago

Who This Is For / When to Use

  • You offer bookable services such as consultations, treatments, or sessions.

  • You want customers to self-schedule online.

  • You need structured control over staff, availability, pricing, and resources.


What the Services Panel Is

The Services panel is the central place where you define what customers can book and how bookings behave.

Using services allows you to:

  • Control when services are available

  • Define who provides them

  • Manage pricing, deposits, and duration

  • Support both simple and complex booking flows


Key Features of Services

Services support advanced booking logic through the following features:

  • Variations: Multiple durations or price tiers under one service

  • Add-ons: Optional extras selected during checkout

  • Resources: Shared assets (rooms, equipment) with capacity limits

  • Processing Time & Buffers: Built-in prep and cleanup gaps

  • Staff Assignment: Assign specific team members per service

  • Date-Specific Hours: Override availability for specific dates

  • Categories: Group services for easier navigation

  • Private Services: Hidden services accessible only via direct link

  • Deposits & Pricing: Collect full or partial payment at booking


How to Access the Services Panel

Steps

  1. Go to Calendars.

  2. Open Calendar Settings.

  3. Select the Services tab.

This opens a searchable list of all services in your account.


Creating and Managing Service Categories

Categories help organize services on the booking page.

How Categories Work

  • Categories group related services together.

  • Customers see categories as navigational sections.

  • Categories can be reordered using drag-and-drop.

Steps

  • Click New Category to create one.

  • Use the three-dot menu to edit or rename a category.

  • Drag categories to change display order.


Editing an Existing Service

To modify a service, open the Service Editor.

Steps

  1. Locate the service in the Services panel.

  2. Click the three-dot menu.

  3. Select Edit.

From here, you can update details, pricing, staff, add-ons, and resources.


Add-ons

Add-ons are optional extras customers can select during booking.

How Add-ons Work

  • Shown during checkout (or internal-only if hidden)

  • Increase booking value

  • Can be attached to specific services


Resources

Resources represent shared assets required for a service.

Examples

  • Rooms

  • Equipment

  • Chairs or tables

Why Resources Matter

  • Prevent overbooking

  • Enforce real-world capacity limits

  • Allow multiple services to share assets safely


Step-by-Step: Creating a New Service


Step 1: Initialize the Service

Steps

  1. Open the Services tab.

  2. Click + New Service.


Step 2: Enter Basic Details

Configure the information customers will see.

Required Fields

  • Service image

  • Service name

  • Service color

  • Category

  • Custom URL

  • Description

  • Private Service toggle (optional)

  • Staff members (at least one)

  • Duration


Step 3: Add Date-Specific Hours

Use date-specific hours to override regular availability.

Steps

  1. Open Advanced Settings.

  2. Edit the staff member’s availability.

  3. Add start and end dates and times.

  4. Optionally mark yourself unavailable.


Step 4: Configure Timing and Buffers

Timing Options

  • Duration: Total length of the service

  • Processing Time: Initial, processing, and final phases

  • Buffer Time: Extra time before or after appointments

Processing time allows staff to take other bookings during the middle phase.


Step 5: Configure Payment Options

Payment Settings

  • Set total service price

  • Enable partial payments

  • Choose flat amount or percentage deposit


Step 6: Add Variations (Optional)

Variations let you offer multiple versions of the same service.

Examples

  • 30-minute vs 60-minute session

  • Basic vs Premium offering

Each variation can have its own:

  • Duration

  • Price

  • Processing time


Save and Preview the Service

Final Steps

  • Click Save Changes

  • Use View Booking Page to preview the customer experience


Pro Tips for Successful Services

  • Add 5–10 minute buffers after intensive services

  • Use Private Service to test bookings internally

  • Use Service Color for easy calendar scanning

  • Set Resource Capacity above one if assets support multiple clients


Common Use Cases

  • Consulting: Use variations for short audits vs deep dives

  • Wellness: Use resources to limit bookings by room count

  • Photography: Use add-ons for retouching or rush delivery


FAQ

What is the Services panel used for?

The Services panel is where you create and manage bookable services, assign staff, control availability, and configure pricing and advanced booking logic.

How do I organize services for customers?

Create categories in the Services panel and reorder them to control how services appear on the booking page.

What are variations?

Variations allow you to offer multiple options—such as different durations or prices—under a single service.

How do resources prevent double bookings?

Resources limit how many services can be booked simultaneously based on real-world capacity, such as rooms or equipment.

Can I collect deposits instead of full payment?

Yes. You can enable partial payments and collect either a fixed amount or a percentage upfront.

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