Catalog

Set up services and activities, create packages, and manage products and stock.

Catalog Overview

The Catalog holds everything your business offers. Add services and activities, build packages, and manage inventory and products.

Before you begin: services vs activities

• Appointments (services): For client-facing services including telehealth appointments.

• Activities: For non-face-to-face work like report writing or billable communications.

• Appointments send client notifications. Activities do not.

Services

• Service categories - Create, edit or archive a category.

• Add a service - Create a new service in your catalog.

• Edit a service - Edit the details of a service.

• Archive a service - Remove a service from your catalog.

• Add buffer times to services - Set before and after buffers to allow for extra time around appointments.

Activities

• Activity categories - Create, edit or archive a category.

• Add an activity - Create a new activity in your catalog.

• Edit an activity - Edit the details of an activity.

• Archive an activity - Remove an activity from your catalog.

Packages

• Add a package - Create a new package in your catalog.

• Add a package to a client - Apply a package to a client so appointments can use its credits.

• Edit a package - Update the name, price, credits, included services, or expiry rules.

• Archive a package - Remove a package from your catalog so it cannot be sold again.

Products

For full details on products, stock tracking, and adjustments, see Inventory & Products.

FAQs

Can I change the duration of a service when booking?

Yes. You can override the default and set the duration you need when booking.

When should I use an appointment instead of an activity?

Use an appointment for client-facing sessions (for example, telehealth or consultations). Use an activity for internal or non-face-to-face tasks such as report writing.