Services - Overview & Getting Started
Overview of Services
Services is an advanced booking and scheduling tool built for businesses that provide services. It offers a more powerful and flexible way for your clients to manage appointments, accept payments, and streamline their booking operations.
Key Benefits of Services
Using Services can significantly improve your business operations by:
- Increasing Revenue: Clients can book multiple services and add-ons in a single transaction.
- Improving Customer Experience: The booking process is intuitive and reduces friction for the end-customer.
- Streamlining Scheduling: Advanced management tools are tailored to fit specific business needs.
- Saving Time: Unified booking flows and built-in automations simplify setup and daily operations.
How to Enable Services for a Single Sub-Account
You can activate Services for individual sub-accounts from the Agency Settings.
Step 1: Navigate to Sub-Accounts
From the main Agency dashboard, click on the Sub-Accounts tab located on the left-side navigation menu.
Step 2: Access the Manage Client Option
Find the specific sub-account you wish to enable Services for. Click the three dots (⋮) icon on that sub-account's panel and select Manage Client from the menu that appears.
Step 3: Activate Services
In the sub-account management view, select Calendar Settings from the top navigation bar. Use the toggle switch to turn on Services, then click the blue Save button to confirm your changes.
How to Enable Services for Multiple Sub-Accounts
You can also enable Services for several sub-accounts simultaneously.
Step 1: Navigate to Sub-Accounts
Go to the Sub-Accounts section from your Agency dashboard.
Step 2: Select Sub-Accounts and Open Bulk Actions
Use the checkboxes to select all the sub-accounts where you want to activate Services. Once selected, click the Bulk Actions button in the upper-right corner and choose Setup Calendars from the dropdown menu.
Step 3: Turn on Services for Multiple Sub-Accounts
In the bulk setup window, use the toggle to turn on Services. You will be prompted to type CONFIRM before clicking the blue Save button to apply the change to all selected sub-accounts.
Upcoming Features
The Services feature is continuously being improved. Here are some of the enhancements planned for the future:
- Group Bookings
- Reporting & Insights
- Opportunities Integration
- Conversation AI & Voice AI
- Custom Values in Email Builder
Several features are already available, including Snapshots, Mobile App Support, Custom Forms at the Service Level, the ability to Edit Unpaid Appointments, Processing Fees, Gift Cards for Services, and Taxes for Services.
Frequently Asked Questions
Will enabling Services disrupt my existing calendars or workflows?
No. Enabling Services will not disrupt your current setup. Your existing calendars and any connected workflows will continue to function as before. The system creates equivalent Services from your existing calendars, allowing you to run both systems side-by-side for a smooth transition.
Do I have to connect payments before enabling Services?
No, you can enable Services without a payment provider. However, you must connect a payment provider before you can collect payments through the booking page.
Can I enable Services for only some sub-accounts?
Yes. Activation is performed on a per-sub-account basis, giving you full control over the rollout. Enabling Services for certain sub-accounts will not affect any others.
Are Services supported in snapshots?
Yes. When creating or loading a Snapshot, you can include Calendar Services and other related assets.