Adding/Editing Services

Adding new services is now even faster and easier!

Quick pick from our list of standardized services for simplicity, add customized services based off of your personal preference, or a mix of both for the utmost versatility.

Adding a Standard Service

1

Navigate to Services

Navigate to: Manage > Basic Settings > Services

Click the green plus button to select one of the pre-created Quick Pick Services.

Quick Pick Services

2

Enter service details

Enter the price and the average amount of time it takes to perform the service.

If necessary, enter the typical processing time for the service, product charge, and resource.

Choose whether or not the service should be taxed.

3

Assign the service to employees

If you have already created multiple employees, you have the option of checking the box, Assign this Service to all Employees.

Assign Service to all Employees

Adding a Custom Service

If you do not see the service you need from our list of Quick Pick Services, you have the ability to create a custom service.

1

Click New Service

2

Select or create a service group

Select a service group from one of our Standard Service Groups or create your own by selecting Create a Custom Service Group at the bottom of the window.

Create Custom Service Group

3

Enter service group information

Enter the group name, a category (which will be associated with Spa/Salon), sort order (to control how your services will be listed), and a online priority, if there is an order the services should be scheduled in when booked online. (If a group has an online priority of 1, it will be scheduled before a service with a priority of 5, no matter which service the client chooses first.)

Service Group information

4

Create the service

Click Create to be brought to the window to add your new custom service.

Create and add new custom service

5

Enter service details

Enter the relevant details for the service and click Save to finish creating your new service.

Service Field Key

• Service Name: What the service will be called on your schedule, online, and in reporting

• Service Group: The category in which the service is grouped. This is used for scheduling as well as reporting.

• Default Price: Enter the starting/default price of this service. It can be further customized based on Employee.

• Default Processing Time: If necessary, add in the default amount of processing time needed after this service before the secondary service. Review this article to determine if you should do blocked timing or a la cart services with processing time to accomodate double booking.

• Product charge: A charge that will be deducted from the service provider’s commission to cover the cost of the products used in the service, (some businesses refer to this as a service charge)

  NOTE: This can be valued in dollars or percentage

• Resources: Rooms, stations, or equipment dedicated to performing a service. This is a feature found in Advanced Settings; setup is optional.

• Show Online: Determines whether or not your clients are able to schedule this service online.

• “Active” Status: Indicates the service is currently performed in your business. It will appear when scheduling appointments.

• Service Descriptions: Describe your services in a way that the customer understands it. They will be shown when booking on the New OLB platform

• Service Instructions: When a client books an appointment for a service that has service instructions, those instructions will appear on the appointment itinerary and confirmation email they receive! So you can communicate any pre-service instructions the client needs to be aware of!

Deleting Service Groups

In order to delete a service group, simply remove all services belonging to that service group.

To remove a service from a service group:

1

Change the Service Group

Click on the name of the service and change the Service Group to something other than the group you would like to delete.

(If the service has not been assigned to an employee, scheduled, nor attached to a ticket yet, you will be able to click Delete to completely delete it from your account if you wish. If not, consider reorganizing your inactive services)

2

Save the service

After changing the Service Group on the service, click Save.

Any empty service group(s) will be automatically grouped at the bottom of the page for you. You can then use the trash can icon to delete it or create new services to assign to it later.

Edit a Service Group

1

Select a service group

Navigate to: Manage > Basic Settings > Services

Click on the name of a service group.

Edit a service group settings

2

Edit group settings

You will have the ability to edit the name of the group, which category the group should belong to, and/or the order number it is in the services list.

You can also view all of the services that are currently in the particular service group.

Edit services screen