Add a service

Services are visits on the calendar. What a client buys (programs, medication plans and fees) is a product. Who can perform a service is set by staff profile, so people pick up services automatically.

Steps

1. Open Settings, then Products & Services → Services.
2. Below the list of services, enter the Name and the Duration in minutes.
3. Under Who can perform this service?, tick Providers, Estheticians, or both.
4. Under Clinical authority, choose Nonclinical or Requires clinical provider.
5. Select Add service.

The new service opens in the editor above, where you can finish its details: its Price (a linked product, or Included in a program for no charge when booked), and, for the clinic Owner, How the visit happens (in person, video or phone), whether Patients can request it from the portal, and New patients only, saved with Save booking choices. To send a consent form with every booking, choose it in Consent form sent when this is booked and select Save service.

Good to know

• Only published forms with a consent question can be chosen. When a newer version of the form is published, the editor offers Send version with the new number; the service keeps its version until you choose it.
• Forms sent when this is booked lists the other forms the service's bookings send. Each opens that form's Sending tab in Settings → Forms, where the rule is changed.
• Archived services stay on past appointments.
• Each staff member's hours decide when a service can be booked. See Set staff availability.
• A service with a price can't be requested from the portal yet; choose Included in a program to let patients request it.
• Booking a service with a price doesn't collect payment yet. Charge the client for it from Payments.
• If the form is greyed out, your role cannot change schedule settings.