Managing services

How to Access

Menu Settings > Services

Services List

This screen displays all the services configured in your organization.

✨ Key features

• Search by name: quickly filter the list.
• ➕ “New” button: create a new service.
• ☑️ Bulk selection: for future batch actions.
• Columns displayed:
  • Service name
  • Location (e.g., Video call, On site, etc.)
  • Duration
  • Category

Tip: Colored dots help you visually identify services in calendars.

Service Details

This screen allows you to create or edit an individual service.

Configurable Options

General Information

• Service name (required)
• Description (optional)
• Image / Logo (used in the widget or confirmation email)

Duration and Buffer Times

• Appointment duration
• Option to include prep and follow-up time
• Preparation time (e.g., 10 min before)
• Follow-up time (e.g., 10 min after)

Location

Choose one of the following:

• At the business address
• By video call
• At the customer’s address
• Custom location (free text field)

Capacity

• Maximum number of clients per appointment (e.g., 1 = one-on-one)

Pricing

• Price in € (optional)
• Enable payment required at time of booking

Visibility

• Public: visible on the booking widget
• Private: accessible only by direct link or console

Category

• Helps organize services in the booking widget
• Clients can filter services by category

Color

• Used in the calendar for visual distinction

Assigned Collaborators

• Add one or more staff members to the service
• Controls who is available to be booked for this service

Service-Specific Hours

• Enable this if the service has custom availability different from staff’s general hours
• Useful for services offered only on specific days

Restrictions & Availability Periods

• Active periods (only available during selected date ranges)
• Booking time frame (e.g., min 4 hours before, max 3 months ahead)
• Cancellation deadline (e.g., at least 24h in advance)

⚙️ Advanced Options

• External ID: for integrations with CRM or other tools

✅ Save Your Changes

Always click “Save” to apply your modifications.

Need Help?

If you have questions or specific use cases, reach out via your client portal or submit a ticket through Freshdesk.