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Service Basics

Add/Edit a Service #

  1. Go to Services in the main menu.
  2. To add a service click Add New.

    or to Edit a Service, click on an existing service.
  3. Enter or change any required information.
  4. Click Save.

Deactivate/Delete a Service #

  1. Go to Services in the main menu.
  2. Click on an existing service.
  3. Click Deactivate.
  4. Confirm deactivation.

Add/Edit Shop Cost #

Shop cost is the estimated amount the business pays for product or consumables required to perform the service.

  1. Go to Services in the main menu.
  2. To add a service click Add New.

    or to Edit a Service, click on an existing service.
  3. Select whether shop cost is calculated by dollar value or percentage of total service price.
  4. Type the amount.
  5. Click Save.

Pricing #

  1. Go to Services in the main menu.
  2. To add a service click Add New.

    or to Edit a Service, click on an existing service.
  3. Under the Details tab, the pricing will show as 4 levels.

Pricing Levels #

Pricing levels correspond with the Charge Level of an employee. If an employee is set to charge level 4 and they perform a service, the customer will be charged the level 4 price for that service.

 

Click below to learn how to set an employee’s charge level.

Video - Service Basics #

Video contents:

  • Adding/editing a service
  • Editing a service’s category
  • Setting shop cost
  • Setting pricing
  • Choosing appointment color
  • Booking an appointment in parts
  • Setting booking total time
  • Configuring appointment resources (appointments that are booked in a room or with specific equipment)
  • Configuring auto back bar product usage
  • Adding service notes
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Updated on December 27, 2022