Catalogue
Set up services and activities, create packages, and manage products and stock.
Catalogue Overview
The Catalogue 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 catalogue.
Edit a service - Edit the details of a service.
Archive a service - Remove a service from your catalogue.
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 catalogue.
Edit an activity - Edit the details of an activity.
Archive an activity - Remove an activity from your catalogue.
Packages
Add a package - Create a new package in your catalogue.
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 catalogue so it cannot be sold again.
Products
For full details on products, stock tracking, and adjustments, see Inventory & Products.
FAQs
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