Services and Add-on Services are what you offer to customers for scheduling purposes. Depending on your account setup, the reason for an Appointment may already be customized. Some examples of other terms used include Sessions, Treatments, or Lessons. Services may be distinguished in several ways.

You can create unlimited Services and Add-on Services per Location. Services created at the Headquarters location are visible to all sub-locations but cannot be edited from within a sub-location. If you manage many Services, use the sorting and filtering tools in the Services tab, and configure how Services are used in Settings > Services Preferences.

Services

Services will be found within the Services tab.

Add-on Services

Add-on Services will be found within the Services > Add-on Services tab.

Service Paging organizes large Service lists into manageable pages to make assigning and managing Services easier.

Descriptions View allows Staff Members to view Service descriptions while navigating through the Services tab.

Sort Order controls the sequence in which Services appear, allowing Staff Members to organize and display Services in a preferred order.

Set up new Services or Add-on Services so customers and staff can schedule appointments accurately.

Update existing Service details, availability, and settings to reflect changes in how you offer Appointments.

Permanently remove Services or Add-on Services from your account when they are no longer offered or needed.

This feature allows Active Staff Members to have supplement to their main Services, as Add-on's cannot stand alone. Below we will review how to enable, view, and apply add-on services.

This Services Preference will be defaulted to No upon account set-up.

Below we will review how to apply an Add-on Service to a Service. If this step is not completed, the Add-on Service(s) will not be visible upon the booking process.

Required Add-On Services allow administrators to control whether customers must select a minimum and/or maximum number of Add-On Services when scheduling an appointment. This feature is configured within each Service and enforced during the booking process.

Below we will review the steps on how to get a view of your Add-on Services only.

Assigning Services to Staff Members determines which Services and Add-On Services each Staff Member is available to offer when scheduling appointments.

Define the details and settings that control how a Service appears, functions, and is scheduled within your system.

Service Times and Exceptions allow you to restrict when Services and Add-on Services are available.

Below we will review how to enable Service Times and Exceptions.
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This option allows you to create weekly recurring schedules per Service that apply to all Staff Members.

This option allows individual Service schedules per Staff Member.

Define when each Service or Add-On Service is available by setting specific days and times that control when appointments can be scheduled.

Service Exceptions override Service Times for specific dates.

Daily Appointment Limits restrict how many appointments customers can book per Service by day of week or specific dates, while Site Administration bookings remain unaffected. This applies only to customer-booked appointments. Limits apply to the Appointment date, not the date the appointment was booked.

Admins can create date-specific Exception Limits by selecting a date and entering a numeric limit; only one exception is allowed per date, overrides the day-of-week limit, and can be edited or deleted later.

Find answers to common questions or additional details that may not be covered in the main instructions.