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. 1-on-1 appointment: A meeting between you and one client.
2. 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.

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.

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

Understanding Multiservice

In the client portal, clients can pick up to five services in one visit. This lets them book everything at once and each service will automatically show up as its own appointment on your schedule. Once they pick your services, they’ll show up on your calendar just like individual appointments.

Here’s how it works:

1. Choose the services you’d like to book.
2. Select your preferred staff member.
3. Pick a date and time that works best for you.
4. Double-check your booking details to make sure everything looks good.
5. Optional: Add any special notes or requests for the business.
6. Click Confirm Booking to finalize your reservation.

Multiservice FAQ

How many services can I book for a single visit?

You can only choose up to five services for a single visit. 

Can I book multiple services at once with different staff members?

All the services must be performed by the same staff member. For example, if a client books a blowout and a scalp treatment, both services will need to be done by the same person. If a staff specializes in different services, like one person doing blowouts and another doing scalp treatments, they won’t be able to book both services together.

Can I book an event and a service together?

Events cannot be booked together with services. If an event is selected for a visit, it will automatically be disabled if you try to add a service and vice versa. This is because events are one-time experiences and don’t work with regular service bookings. We recommend adding a note or an asterisk to explain that events must be booked separately from services.

Can I book services from different locations in one appointment?

If services are offered at multiple locations, the system will only allow bookings for services available at the same location. If clients attempt to select services from different locations, those services will be automatically disabled.

Will I receive a notification for each service when I book multiple services?

When booking multiple services, clients will receive one consolidated notification. However, as a business owner, the notifications for each individual service are not yet consolidated on the staff side, so each service will appear separately in the staff’s calendar.