How to Add and Edit Services
Learn how to add and edit services in your business, including adding new services, editing existing ones, and managing service details such as name, category, price, availability, and online booking options through a step-by-step guide provided in this document.
At times, you may choose to add new Services to your business or to edit existing Services to freshen the look of the business.
How to Add a New Service
- Select the Service menu
- Click on the Add New Servicetab
- Fill each relevant input
- Press the Savebutton to create the Service
Notes on What Each Input Means
- Service****Name : the name you what to call your Service
- Category : the name you want to call your Service Category that the Service will be listed under
- Time Required : how much “Busy” or “Gap” time blocks needs to be allocated to the Service
- Active : an option if you want the Service to be active in Client Diary or not active (deleted)
- Price : the price you want to set for the Service at that business location
- Availability : if you want to make that Service available at that business location
For example, in the screenshot below you can see Brisbane Cityis set at $65 and Mooloolaba is set at $65 and both are available at those locations. However, no price has been set for Melbourne City and it is unavailable.
- Can Be Booked Online : an option which allows or not allows the Service to be booked online by clients
- Online Booking Name : the name you want the Service to be called when clients book online
How to Edit an Existing Service
- Select the Service menu
- Search the Service you want to edit
- Enter any changes you would like to make
- Press Save to apply to the Service
When editing a Service, Client Diary helpfully shows the earnings per hour under the price
How to Add Extra Service Time (Including Gaps)
- Select the Service menu
- Search the Service you wish to edit / add extra service time to
- At Time Requiredenter the time required to do the Service
- If you want more time blocks added to the Service click the ‘+’ button
- Enter how many minutes you want this time to be
- Choose what type of time block you want it to be (a Busy period or a Gap)
- Press Save to apply changes.