Services

Set up and manage services for client appointments.

Use services for anything you book with a client (in-person or telehealth). Services appear in the calendar, can send notifications, and can be offered online.

Need to record work done away from the client? Use Activities.

• 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 extra time around appointments.

Tip: Add a category first so services inherit a calendar color.