Appointments Step 2: Creating Service Types
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A service type is the offering you wish to make available for booking. This article will cover:
Once you are done with this article, head over to Appointments Step 3: Setting Availability
Step 1
- Navigate to Products & Services > Appointment Service Types.
- Click the Yellow "+" button in the top right-hand corner
Note: You must create a service type for each interval someone can book. E.g., If someone can book a sauna for 15mins and for 30mins, then you must create 2 service types, one for each interval.
Step 2 - Enter a name and a category
- You can create a category by typing and then clicking Create
Note: Appointment categories are mutually exclusive from Class categories
Enter additional information about the Service Type
- Enter a service provider: A service provider is either a Room or a Person
- If your facility is set up in a way where you restrict the number of people that can book a room, the room MUST be the service provider. For example, if your room has a sauna and a cold plunge, that room must be the service provider so that if someone has booked the cold plunge, the sauna is no longer available at that time
- You may enter a pay rate: this is the % the instructor receives from the price of the service type
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If the provider is a person that works at multiple locations, make sure to add their location - if they offer the service at multiple locations, their name should be added as a new row for each location
Add the max # of people that can book the service type at the same time
Note: If you list 10 trainers and each has a max of 1, that means all 10 trainers could have a client at the same time.
Step 3 - Add settings for the service type
You may add a buffer before and/or after the appointment. This is good if you need to clean something or want to avoid back-to-back appointments
Step 4 - Upload a picture!
The picture is visible to clients and helps improve the look of your website
Step 5 - Publish and save
- Make sure to toggle off "Hidden on Profile" so clients can see and book it. If you don't want the general public booking appointments, you can toggle it off
- If you want people to book a specific trainer- toggle off the setting. If you don't want people to know who they are training with- toggle it on
Step 6 - Share a link to a specific appointment
- Go to Schedule & Programming > Availability
- Click "Scheduling Links"
- Choose the appropriate info, which will create a dedicated link
- Level: If you want everything to be available, choose the studio, otherwise choose a specific service provider
- Next, choose the location, then the appointment category, and finally service type
- Click the "Test" button to see how the link will look to a client
- Then click copy and go share it!