Getting Started

Setting Up Services and Categories

Use this guide to prepare the services customers can choose when they book online.

Open services

Build the service list

Services should match what customers ask for at the front desk. Clear names and durations help customers choose the right option.

Estimated time: about 10 to 15 minutes for a small service menu.

  1. Open Services from the workspace navigation.
  2. Select Add service and enter a clear name, category, price, and expected duration.
  3. Select Next and choose the staff who can perform the service.
  4. Save the service.
Use clear service names, prices, and durations so customers can choose without calling the front desk.

Control what customers can book

Not every internal service needs to appear online. Keep public booking focused on services customers can choose confidently.

  1. Review which services are active.
  2. Hide services that are not ready for online booking.
  3. Open each active service and confirm its staff assignments. Select all staff is available when everyone performs the service.

An active service with no staff assigned can still appear on the booking page. Customers will not see a matching staff member or available time until at least one person is assigned. You can also update the same assignment from Staff Setup.

Review before sharing

Before sharing the booking link, test the service list as a customer.

  1. Open the public booking page.
  2. Choose a few common services.
  3. Confirm that the duration, business hours, staff options, and available times look right.