Services
Overview
Services define the offerings your customers can book. Each service has its own duration, scheduling rules, capacity, and price. A service is linked to one or more locations where it is offered and to one or more providers who can perform it.
How to access
- Navigate to Scheduling > Services (second tab in the sidebar navigation).
- Required roles: Bookings Administrator or higher.
Interface overview
The Services section shows:
- Service list — Table with all services showing name, duration, price, and status.
- Add button — To create a new service.
- Row actions — Edit or delete each service.
Features and actions
Create a new service
What it does: Defines a new bookable service.
Steps:
- Click the + or Add button.
- Fill in the form fields (see field reference below).
- Click Save.
Edit a service
What it does: Modifies an existing service's configuration.
Steps:
- Click the edit icon on the service's row.
- The edit form has tabs:
- General Information — Name, duration, price, scheduling rules.
- Locations — Select which locations offer this service.
- Modify the necessary fields.
- Click Save.
Assign locations to a service
What it does: Defines at which branches or venues the service is offered.
Steps:
- Open the service in edit mode.
- Go to the Locations tab.
- Select or deselect the available locations.
- Click Save.
Important notes:
- A service must be assigned to at least one location to be bookable.
Change service status
What it does: Activates or deactivates a service without deleting it.
Steps:
- Open the service in edit mode.
- Change the Status field to Active or Inactive.
- Click Save.
Important notes:
- Inactive services don't appear as options when creating new bookings, but remain visible in the management view.
Delete a service
What it does: Soft-deletes a service.
Steps:
- Click the delete icon on the service's row.
- Confirm the deletion.
Important notes:
- You cannot delete a service that has active providers assigned. You must first remove the providers from the service.
Field reference
| Field | Description | Required | Default |
|---|---|---|---|
| Name | Service name (e.g., "General Consultation") | Yes | — |
| Description | Service description | No | — |
| Duration | Duration in minutes | Yes | — |
| Buffer before | Minutes blocked before the appointment | Yes | 0 |
| Buffer after | Minutes blocked after the appointment | Yes | 0 |
| Max capacity | Maximum simultaneous bookings per slot | Yes | 1 |
| Price | Display price (no payment processing) | No | — |
| Currency | ISO 4217 code (e.g., "MXN", "USD") | No | — |
| Color | Hex color for display (e.g., "#4A90D9") | No | — |
| Min advance | Minimum minutes in advance to book | Yes | 60 |
| Max advance | Maximum days in advance to book | Yes | 60 |
| Slot interval | Slot granularity in minutes (5, 10, 15, 20, 30, 60) | Yes | 30 |
| Requires approval | Whether bookings start as Pending and need manual confirmation | Yes | No |
| Allow cancellation | Whether cancellations are allowed | Yes | Yes |
| Cancellation window | Minimum minutes before appointment to allow cancellation | Yes | 1440 (24h) |
| Status | Active, Inactive, or Deleted | Yes | Active |
FAQs
Q: What is "Max capacity"? A: It defines how many simultaneous bookings are allowed in the same time slot. For individual appointments (e.g., medical consultation), use 1. For group services (e.g., yoga class with 25 participants), set the capacity to the maximum number of attendees.
Q: What is "Buffer time" for? A: It blocks additional minutes before and/or after each appointment so the provider can prepare or clean up. These minutes are considered occupied when calculating availability, preventing back-to-back appointments with no gap.
Q: What does "Requires approval" mean? A: If enabled, new bookings are created with a "Pending" status and must be manually confirmed by an administrator or manager. If disabled, bookings are automatically confirmed upon creation.
Q: How does "Slot interval" work? A: It defines how frequently time slot options are generated. With a 30-minute interval, available times would be 9:00, 9:30, 10:00, etc. With 15 minutes, they would be 9:00, 9:15, 9:30, 9:45, etc.