# Add a service ## **Before you begin** {% hint style="warning" %} **Services vs Activities** * **Appointments (Services):** For client-facing services, including telehealth appointments. * **Activities:** For non-face-to-face service work done away from clients like report writing or billable communications. **Note:** * Appointments send client notifications. Activities do not. * Appointments appear in online bookings. Activities do not. {% endhint %} ## How to add a service 1. Go to **Catalog** → **Services**
2\. Click **Add service**.
3. **Enter the service details** (see **Service field reference** below).
4. Click **Create.** The new service appears in the services list.
{% hint style="info" %} **Tip:** Assign the service to at least one **location** and **practitioner** so it can be scheduled in your calendar. {% endhint %} *** ### Service field reference | Field | Description | | ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Name | The service name shown in the calendar (for appointments), online bookings, invoices, and reports. Visible to staff and clients. | | Item code | Internal or funding reference. | | Category | Select the category this service belongs to; used for grouping services. Examples: Consultations, Physiotherapy, Naturopathy. | | Duration | Appointment length in minutes. | | Buffers |

Use a buffer when you need extra time before or after the appointment.

| | Price |

The amount you charge. Choose Fixed or Hour.

| | Tax rate | The tax that applies to this service. | | Appointment notification set |

Choose the notification set for this service; leave blank to use the account default.

A set can include confirmations, reschedules, cancellations, and reminders.

| | Practitioners | Select who can provide this service. | | Locations | Select where this service is offered. | {% hint style="info" %} #### **Price** Enter prices according to your **account tax setting**: * **Prices exclude tax:** enter the price without tax. Tax is added on the invoice. * **Prices include tax:** enter the price with tax. The tax portion is shown on the invoice.
See **Settings** → **Taxes** to change the account tax setting. \ **Note:** This is separate from the **Tax rate** on the service, which sets which rate (for example **10 percent** or **tax free**) to apply on the invoice. {% endhint %} *** #### Quick add from a category You can also add a service from a category: **Actions → Add new service**. This opens the same form with **Category** prefilled.
## FAQs
How do I change the color of my service in the calendar? Services use their category color. To change it, go to Services → Categories, open Actions → Edit category, choose a color, and save.
How do I show item codes on invoices? Enable the Item code column in your invoice template.
What if I do not enable item codes on invoices? Item codes remain internal and will not appear on invoices.
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