How to add services

In order to make appointments for your customers, you will need to have some services added to your account. You can create a whole host of options that cover what services your business offers to customers. 

You can set the price and duration, build in gaps between appointments/services, combine services into service groups, and control which services can be booked by customers online.


1

Create a new service

  1. Head to Setup in the main menu and select Services from the options:
  2. Click the green Add service button in the top right corner.
  3. Add a unique Service name then describe the service in the Description field (which can be seen by customers online): 
  4. Choose a Category if these have been set up (see the How to categorise and order services guide for more information).
  5. Check the box next to Customers can book this service online if you'd like the service to be available online: 
  6. Select a Price type
  7. Then add an amount if required (This value is used in sales calculations and online booking payments):
  8. Add Tax (if applicable): 
  9. Specify a Duration for the service and a unit of time (hours/minutes).
  10. If extra time is required for clean up, or to get ready for the next service, then you can add some Padding time or Processing time to the service:
    1. Processing time: Creates a free space or gap after a service which allows other customers to be booked in to that space. You can only apply processing time  AFTER a specific service: http://help.gettimely.com/article/347-how-to-set-processing-time-after-service.
    2. Padding time: Prevents other customers from booking into this slot, without adding extra time to the customer's appointment. This is perfect for preparation or cleanup time between appointments: http://help.gettimely.com/article/276-how-to-set-padding-time-between-appointments
  11. Choose a Colour to distinguish this service, this will be the colour used for bookings in the calendar:  

3

Assign staff and resources to the service

  1. Scroll down to the Staff section on the service page: 
  2. If all staff can perform this service click the Select all checkbox:
  3. Otherwise, click the checkbox next to the relevant staff member.
  4. In the Resources section, assign a Resource required? to the service (optional): 
  5. If you require any specific information for this service, you can add an Optional booking question (Find out more):
  6. If you have online payment enabled, you can set a unique policy for this service.
  7. Click Save to complete the process and create the service.

Still need help? Get in touch with the Support Team Get in touch with the Support Team