Understanding and Managing Your Services Menu

Your Services menu is a complete list of the services you offer. Since bookings and appointments are linked to services, one of the first things you will want to do with your new account is configure your Services menu.

In this article, you’ll learn how to set up, edit, and add new services to your menu, and how to share your Services menu with clients to get bookings.

Services menu overview

There are two types of services you can choose from and create:

1-on-1 appointment: A meeting between you and one client.
Group Event: An event led by you with multiple clients, such as a class, workshop, or webinar.

To view and edit your Services menu go to Settings > My Services.

You will find three default services already set up for you:

Introductory Phone Call (1 on 1 phone appointment)
In-office appointment (1 on 1 in-person appointment)
Demo Class/Event (in-person group event)

Click on any one of them to edit their display name & details.

Managing your Services menu

Adding services

To add a new service to your menu, click New Service and choose a 1 on 1 appointment or a Group event:

1 on 1 appointment: A meeting with one client
Group event: An event with multiple attendees

You will be prompted to fill in some basic information such as the service name, location and duration.

Adding categories

Categories are containers that you can use to group and organize your services. When you have a variety of services, and different service types - like workshops or private sessions - adding categories can help with better organization and display of services to your clients during online scheduling. See how the different categories in the example below make shopping for services easy and fun for your clients:

To create an additional category, click Add Category, type a name for the new category and click Save.

Organizing your Services menu

You can easily drag-and-drop your services to reorder them. Reordering can be helpful when you have a long list of services and want to display certain services first for online scheduling purposes.

Hover over a service and click the handle icon on the left to drag the service into the appropriate place.

Tip: Reordering your services can be helpful when you have a long list of services and want to display certain services first for online scheduling purposes.

Note: If you need to move a service into a different category, edit the service and change the service category from the dropdown. You will then be able to drag and drop the service within the category.

Sharing your Services menu

If you would like to preview your Services menu before sharing it, click Preview as a client. The link to share your Services menu will be located in the address bar of the webpage that opens.

Note: You can also generate a link to schedule by navigating to Online Presence > Client Portal > Create Direct Links.

To grab a link for a specific service, click the three-dot icon next to the service and click Grab Link.