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Service Field Definitions
Service Field Definitions
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago
  • PRICING TIER: All

  • APPOINTMENT VERSION: Single & Multiple

Title

This is the title for the service. It will be viewable from the Customer View when selecting the service from a drop-down list.

Allow Customers to See

If set to yes, this setting will allow your customer to see and book this service online from the Customer View. If set to no, this service will only be available internally from site administration.

Calculate Group Costs

If this field is enabled, it will factor in the value selected for Number in Group when calculating the overall cost for a service. So, if a service cost is $10 and there are 2 people in a group, the overall cost will be $20.

NOTE:
The Calculate Group Costs feature applies to both Site Administration and the Customer View.
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Category

The category field is available when the Point of Sale (POS) plug-in is enabled. The category field can also be used when running Sales Reports. Set up your categories by going to the POS tab and selecting "Product Categories" at the top left.

Cost

The cost field is used to keep track of the price for a service. When a service is selected when making appointments in Site Administration, the system will auto-fill the Cost field with the cost of the service. If you are having your customers pay for appointments when they are made in the Customer View, the system will pull in the service cost when calculating the amount due. The system allows you to override the cost of a service for each staff member. It will first look to see if there is a cost override for the selected staff member. If not, it will use the default cost of the service.

Description

The description field is used to list detailed information for a service. This information can be viewable by customers on the customer view part of the system via the Services link. The Services link displays at the top of the customer view.

Internal Description

The "Internal" description field is used to show information about a service to users in Site Administration only. Customers will never have access to view the internal description of a service or add-on service.

Duration

This field determines the default length of a service. The duration can be changed (overridden) for each staff member in the staff member section as well as when making an appointment. If you need a buffer time between services, set your duration for a service to be longer than the service time. For example, if you have a service called "60-minute massage" and you need 15 minutes between appointments, you will set the duration to be 75 minutes.

Number of Spots

This field only applies if you are using the Multiple Appointments per Time Slot version of the system. The value in this field is how many spots will be taken up for each appointment made for this service. For example, if you allow 5 appointments at 3pm and the Number of Spots value is set to 2 for a particular service, if an appointment is made for that service, it will take up 2 of the spots. This field is used for services that take longer or for special services that can only be provided to one customer at a time. An example might be a chiropractor who normally can work with 5 customers at at time. If the chiropractor offers a "new customer orientation" service, it might take his full attention. So, for that service, he would have the Number in Group field set to 5.

Product/Service Code

The product/service code is used to track products and services. It is only available when the Point of Sale (POS) plug-in is enabled.

Taxable

The taxable setting is available when the Point of Sale (POS) plug-in is enabled. If the service is taxable, a tax will be added to the service when processing a transaction. The service tax rate is set by clicking on the POS tab and selecting "Tax Rate" link to the left of the page.

Type

There are two types of services that can be set-up:

  • Service: A service is an appointment made at a set time with set duration and a with a specified staff member.

  • Add-on Service: An Add-on Service is a type of service that cannot stand alone. It can only be added to an existing service.

For example, an add-on service for a hairstylist might be a shampoo. Add-on services might also be products that you offer to customers.

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