SET UP YOUR APPOINTMENT SERVICES

(Note: This does not include classes)

Step 1: Create a Service Group

Before adding individual services, start by creating a Service Group:

• Click on "Add Group"
  
  
• Enter the group name (e.g., Private Sessions)
  
  
• Pick a color to help visually organize services in the schedule
  
  

Step 2: Add Services to the Group

Once your group is created, you can add services under it. For example, under Private Sessions, you might include:

• One-on-One PT Session
  
  
• Two-on-One Session
  
  
• Group PT
  
  

To add a service:

1. Click "Add Service"
   
   
2. Fill out the required fields (★ mandatory fields, including image):
   
   
   • Image ★ (This will reflect in the app)
     
     
   • Service Name ★
     
     
   • Duration ★
     
     
   • Category
     
     
   • Rooms where the service will take place
     
     
   • Select Levels (who can book it)
     
     
   • Capacity
     
     
   • Description
     
     
3. Enable Single Session (if applicable) to:
   
   
   • Set a price
     
     
   • Add a cancellation fee
     
     
4. Optionally, disable the service online if you don’t want clients to see or book it through the app
   
   
5. Click "OK" to save the service
   
   

Step 3: Allocate Packages & Assign Staff

Once the service is created:

• Click directly on the service name (not the pencil icon)
  
  
• Go to "Add Packages" and select the packages that can be used for this service
  
  
• Click "Assign Staff" to choose who can deliver this service (you can assign more than one staff member)
  
  

 Ongoing Management

• You can edit, deactivate, or reassign services at any time
  
  
• To keep your view clean, keep "Hide Deactivated" checked (uncheck it if you want to view deactivated services too)
  
  

Let us know if you'd like help setting up your first services or organizing your groups! 😊