When running a service-based business, there are usually several moving parts needed to fulfil a customer request. Staff, tools, and spaces are often unavailable to others while a service is in progress. With Services v2, you get access to a dedicated tab in your calendar settings: the Service tab.

The Service tab helps you manage and organise everything your appointments need to run smoothly. Here's a quick overview.

Services

This section lists all your services, organised with the following details:

  1. Name: This is the name of the service that customers see.
  2. Duration: This indicates how long the service will take to complete.
  3. Price: This section contains the cost of the service for customers.
  4. Staff: This will have the icon of each user who is assigned to the service.
  5. Action Menu: The three-dot icon option lets you access the quick action menu, which contains the option to edit, duplicate, delete, or share the service.

On the left side, you can find the Categories menu. Categories help you group related services together, and you can reorganise them by dragging and dropping into place.

You can add a new category by clicking + New Category (1). Or use the View Booking Page link for easy customer-facing access.

Staff

In the Staff tab, you can view and manage the members who make up your team.

The information is organised as follows:

  1. Staff Name: This will show the user's name and icon.
  2. Email Address: Containing the email address connected to the user.
  3. Phone Number: If the user has added a phone number, it will be listed here.
  4. Type: Containing the user access level, for example, account user or admin.
  5. Edit: Use this button to edit the service details of the user.
  6. Share: Use this option to quickly access the calendar link for the user.

Resources

The Resources tab helps you manage physical assets needed to deliver a service. This ensures that when a service is booked, the associated resource is also reserved.

The information is organised as follows:

  1. Name: This will show the name you gave to the resource, which is why we recommend adding the name of the tool directly, such as Conference Room.
  2. Total Capacity: This is how many people or appointments the unit can handle at once.
  3. Services Associated: These are all the services that this asset is added to.
  4. Locations Associated: If you're managing multiple branches, this helps you highlight where the resource is located.
  5. Status: This tag lets you know whether the tool is active (functional) or inactive (out of commission).
  6. Quick Actions: This three-dot icon lets you access the additional options, which are edit, modify status, duplicate, and delete.

Add-ons

The Add-ons tab lets you manage additional features or upsells; usually these are supplementary services or products related to the main service.

The information is organised as follows:

  1. Name: This is the name of the service that customers see.
  2. Duration: This indicates how long the add-on will take to complete, if applicable.
  3. Price: This section contains the cost of the service for customers.
  4. Services: Here you can see all services where this add-on can be included.
  5. Edit: This lets you access the Add-on creation module to modify any details needed.
  6. Delete: Use this option to permanently remove the add-on.

Locations

The Locations tab lets you view all the places where you offer services. Usually this will just be your default address, but it's particularly useful when managing multiple branches.

  1. Name: This will show the name you gave to the location.
  2. Address: This contains the map street address you provided.
  3. Phone: The contact number added to this location.
  4. Quick Actions: This three-dot icon lets you access the additional options, which are edit, share booking, or delete (not available on the default location).

Global Settings

The Global Settings tab helps you manage how services are handled across the board. It includes settings for:

  1. In-App Settings: This section lets you set your preferences for in-app service management.
  2. Booking Page: Here, you can configure all your booking page customisations.
  3. Payment Settings: Set up and manage your payment options in this tab.
  4. Service Settings: Set global configurations for your services; these apply to all services offered.
  5. Additional Settings: Configure these additional settings to customise your booking page further.
  6. Notifications: To configure your email and in-app notifications.

This all makes it simpler to manage how and when services are offered, who provides them, and how they're enhanced with optional add-ons, resource management, and categories. To learn more about each section, read the other articles in this category.