After selecting the "Service" tab in the Settings page, select the "Add Service" tab.
In the Service Profile section of the page, enter the name of the service you wish to
add. You may also add a brief description of the service in the "Description" field.
Next, select the category for your service using the drop down menu. The default Category
Click on the "Select a Color" link. By using the Colour Selection Tool that appears, select
the colour you wish to assign to your service by dragging your cursor to the desired colour.
Please note that this colour will appear in your calendar when an appointment is made for that
In the Rooms section of the page, select the rooms where the service will be offered by checking
off the appropriate boxes. You may also indicate that you visit clients to offer the service
by checking off the corresponding box. A service must be assigned to at least one room in order
to schedule it.
In the Staff section of the page, select the employees that will perform the service by checking
off the appropriate boxes.
In the Duration & Pricing section of the page, enter the duration of the service using the drop
down menus for hours and minutes. Next, enter a price in the "Price" field for this duration
of the service. When done, click on the "Add" button and the duration/price combination will
appear in the list. To remove a duration/price combination, simply select the combination
from the list and click on the "Remove" button. To remove all combinations, click on the
"Remove All" button.
If you want your customers to be able to book appointments online through your Customer Portal,
the Online Rules section must be completed. In the Online Scheduliing Rules section of the page,
check off the online option box. In the section that appears after entering the check mark,
enter the various rules for online bookings depending on your business preferences:
1- Minimum notice time to book an appointment;
2- Maximum allowed time to book an appointment in advance;
3- Minimum required cancellation notice;
4- Interval between appointments;
5- Whether appointments can be scheduled at the client's location.
In addition, you may enter a question for your customers to answer so that you may better serve them
during their visit. For example, you may ask them if they have any allergies or injuries your staff
should be made aware of.
This section allows you to configure the emails your clients will receive when they book an appointment.
In the Email Notification section of the page, select whether you would like your business address to appear
in notification emails by checking off the appropriate box. Next, enter any note you wish to include in the
communication to you customers. Before completing this step, be sure to view a sample email by clicking on
the "View Sample Notification" link.
Don't forget to click the "Save" button at the bottom of the page to confirm your changes.