Creating Services

Open your services

In the left menu, click Services.

The page shows the heading Services and a count of your active and total services. Use the All, Active, and Inactive tabs to filter, and Search services... to find one.

If you have no services yet, the page says No services yet and offers two ways to begin: a suggested template, or your own.

Choose how to start

You have two options. Pick the one that fits.

Option A: start from a suggestion

1. Click Suggested. The Suggested Services window shows ready-made services for your business type. Each card lists a price and a count of its add-ons and questions.
2. Click a card. The service is created right away, with its add-ons and questions already filled in, and you land on its edit page.
3. Review everything, starting with the Overview tab in Step 3.

If the window says "Please set your business type in settings to see suggested services", set your business type in your settings first, then try again.

Option B: start from scratch

1. Click Add service. A blank service opens with a Service name field and a Save & configure button.

Fill in the Overview tab

The service editor has four tabs across the top: Overview, Sell, Book, and Ops. Start on Overview, in the Identity card.

1. Service name (required). Use the words customers use, such as "Standard house cleaning".
2. Description (optional). Write one or two plain sentences on what is included. Customers see this on the booking page.
3. Base duration: how long the job usually takes. The default is Not set. Booking shows this to customers as an estimate, so choose one.
4. Active in catalog is on by default. Turn it off to hide the service from online booking without deleting it.
5. Optional: click the square image at the top to upload a photo. It must be under 5 MB. Customers see it on the service card.
6. If this is a new service, click Save & configure. The button stays gray until you type a name.

Set the price on the Sell tab

The Sell tab has four sub-tabs: Base price, Modifiers, KYC, and Price rules. Open Base price. The card is titled Base pricing.

1. Base price: the starting price for the service.
2. Minimum (optional): the lowest total the service can come to.
3. Free service: for no-charge work like estimates. Turning it on sets the price and minimum to 0 and turns Taxable off.
4. Taxable: turn this on if sales tax applies. Turning it on turns Free service off. The tax rate itself is not set here. The card links you to where it lives.

Both switches start off.

Add options with Modifiers

Modifiers are the choices customers make while booking: home size, extra rooms, add-on tasks. On the Modifiers sub-tab, the hint reads "Add-ons customers pick when booking."

A group holds related choices. For example, a group called "Property Size" can hold the options "1-2 Bedrooms", "3 Bedrooms", and "4+ Bedrooms".

1. Click Add Modifier Group. You can also click Use Template to start from a ready-made group.
2. In Create Modifier Group, enter a Group Name (required), such as "Property Size".
3. Choose a Selection Type: Single Choice (pick one, the default), Multiple Choice (pick several), or Quantity (customers set a count per option).
4. Turn on Required if customers must answer before moving on. It starts off.
5. Click Create Group.
6. Inside the group, click Add Option. Enter an Option Name (required), such as "3 Bedrooms".
7. Set a Price Adjustment ($). It starts at $0. A positive number adds to the price. A negative number subtracts.
8. Set a Duration in hours and minutes. It adds to the service time, or takes time off if negative.
9. Click Add Option. Repeat for each option.

Ask questions with KYC

The KYC sub-tab ("Know Your Customer Questions") holds the questions customers answer while booking. Use it for what your crew needs to know in advance.

1. Click Add Question. Or click Templates to start from common ones, such as "Do you have any pets?"
2. Type your Question (required).
3. Choose a Question Type: Short Text, Long Text, Dropdown, Multiple Choice, Checkboxes, or Yes/No.
4. For Dropdown, Multiple Choice, and Checkboxes, add at least one answer with Add an option.
5. Turn on Required Question if the answer is a must. It starts off.
6. Click Add Question.

Turn on online booking on the Book tab

The Book tab is where you decide whether customers can pick this service online, and when.

1. Check that Available for online booking is on. It starts on. The text reads "Customers can select this service on your public booking page."
2. In the Availability card, choose between "Use default time slots based on your business hours and availability settings" (the default) and "Use custom availability hours for this service".
3. Optional: set a custom minimum booking notice, or a Buffer time between appointments. The buffer starts at No buffer.
4. If you changed anything in the Availability card, click its Save button. That card has its own Save and Cancel.

Optional: offer repeat visits

In the Recurring card, click Add Option to offer repeat visits, such as every two weeks. Give the option a Label / Name, choose a Frequency (Weekly is the default), and set the Every interval. You can also add a discount. Click Create.

Save

Click Save changes. The button reads Saved when everything is stored. A chip at the top shows whether the form is Unsaved or Up to date.

The header also shows a line starting "Customer preview:" with the price, the estimated time, and whether online booking is on. Use it as a quick check before you leave.