appointment software
Sign Up!Contact Us
Toll Free (North America): 1-877-680-3380
Support -> How To Add a Service
How To Add a Service
Step 1. Enter the "Add Service" Section
After selecting the "Service" tab in the Settings page, select the "Add Service" tab.
Step 2. Enter the Service Profile
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 is "Miscellaneous."
Step 3. Select a Colour For Your Service
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 service.
Step 4. Select the Rooms Where the Service Will Take Place
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.
Step 5. Select the Employees That Will Perform the Service
In the Staff section of the page, select the employees that will perform the service by checking off the appropriate boxes.
Step 6. Set the Duration and the Price of the Service
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.
Step 7. Set Your Online Rules
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.
Step 8. Set Your Email Notification Options
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.
Step 9. Save Your Changes
Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
© 2012 CalendarSpots.com
Home How It Works Features & Pricing FAQs Support
LoginSign Up!Contact UsTerms of Service
Appointment scheduling software for your service-based business.