Service Catalog

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Introduction

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Key Features

• Services Management: Create, edit, and delete individual services with pricing and duration
• Service Bundles: Group multiple services together at a package price
• Service Categories: Organise services into logical groups for better navigation
• Pricing Tiers: Set different prices for the same service based on team member experience level
• Team Assignment: Assign specific services to specific team members
• Drag-and-Drop Ordering: Reorder services and categories for optimal display

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Services

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Viewing Your Services

1. Navigate to the Service Catalog section from the sidebar
2. You’ll see all your services organised by category
3. Each service displays:
   • Service name
   • Duration (in minutes)
   • Base price

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Adding a New Service

1. Click the Add Service button at the top of the service list
2. In the service form, enter:
   • Service Name (required): The name of your service (e.g., “Women’s Haircut”)
   • Description (optional): Additional details about the service
   • Category (required): Select or create a category to organise this service
   • Duration (required): Select how long this service takes (in minutes)
   • Price (required): The standard price for this service
   • Price Prefix (optional): Add a prefix to display before the price (e.g., “From” or “Starting from”). When set, prices will display as ” $50” with a space between the prefix and price.
     • Example: If you enter “From” as the prefix and set the price to $50, clients will see "From$50.00”
     • Example: If you enter “Starting from” as the prefix and set the price to $30, clients will see "Starting from$30.00”
     • A live preview shows how the price will appear to clients while you’re editing
   • Team Members (required): Select which team members can perform this service
3. Pricing Tiers (optional):
   • If you have pricing tiers set up, you can set different prices for different tiers
   • For example, a senior stylist might charge more than a junior stylist for the same service
4. Minimum Notice Period (optional):
   • Override the default minimum notice period for this specific service
   • Select “Use default” to keep your standard setting
   • Or select a custom notice period (e.g., 12 hours, 24 hours, 48 hours)
   • Useful for services that need more or less preparation time
5. Cancellation Policy (optional):
   • Override the default cancellation policy for this specific service
   • Cancellation Period: Set how many hours before appointment cancellation fees apply
   • Cancellation Percentage: Set the cancellation fee percentage
   • Allow Self-Service Cancellation: Control whether clients can cancel this service online
   • Select “Use default” for any setting to keep your standard policy
   • Useful for services with different cancellation needs (e.g., wedding packages vs quick trims)
6. Payment Policy (optional):
   • Override the default payment policy for this specific service
   • Use default: Apply your standard payment settings
   • No upfront payment: No deposit required for this service
   • Require deposit: Require a deposit when booking this service
     • Fixed amount: Set a specific dollar amount (e.g., $50)
     • Percentage: Set a percentage of the service price (e.g., 25%)
   • Useful for high-value services that need deposits regardless of your default settings
7. Allow Client to Choose Team Member (optional):
   • Override whether clients can select their preferred team member when booking this service online
   • Select “Use default” to keep your standard setting
8. Allow Join Waitlist (optional):
   • Override the location-level waitlist setting for this specific service
   • Select “Yes - Allow waitlist for this service” to enable even if location default is disabled
   • Select “No - Don’t allow waitlist for this service” to disable even if location default is enabled
   • Select “Use default” to follow the location setting
9. Hide Prices in Online Booking (optional):
   • Hide service prices during online booking when prices vary based on consultation
   • Only the price prefix (e.g., “From”) will be shown if set
   • Useful for services with variable pricing
   • Select “Yes - Hide prices for this service” or “No - Show prices for this service” to override the location default
10. Gap After (optional):
    • Set a default processing or buffer time after this service
    • Common uses:
      • Colour processing: Allow hair colour to develop (e.g., 30-45 minutes)
      • Treatment absorption: Let skincare products work before the next service
      • Clean-up time: Allow time between clients for sanitisation
    • During gap time, team members can serve other clients
    • This gap is automatically applied:
      • When this service is booked individually
      • When this service is added to a bundle (as the default, which can be overridden per bundle)
      • When multiple services are stacked in an appointment
11. Click Save to add the service to your catalog

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Editing a Service

1. Find the service you want to edit in the list
2. Click the Edit icon or open the service details
3. Update any field:
   • Basic information (name, description, category, duration, price, price prefix)
   • Team member assignments
   • Pricing tiers
   • Minimum Notice Period: Override or use default
   • Cancellation Policy: Override or use default settings
   • Payment Policy: Override or require specific deposit
   • Allow Client to Choose Team Member: Override or use default
   • Allow Join Waitlist: Override or use default
   • Hide Prices in Online Booking: Override or use default
   • Gap After: Set or remove processing/buffer time after this service
4. Click Save to apply your changes

• When you set a custom minimum notice period or cancellation policy for a service, it overrides the default setting
• To revert to defaults, select “Use default” for that setting
• For appointments with multiple services, the most restrictive policy applies

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Deleting a Service

1. Locate the service you want to remove
2. Click the toggle menu (three dots), click the Delete icon or menu option
3. Confirm the deletion
4. Note: Deleting a service doesn’t delete past appointments that used this service

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Reordering Services

1. Use the drag handle (⋮⋮) next to each service or bundle
2. Drag and drop items to reorder them within their category
3. The order is automatically saved
4. Services and bundles can be intermixed in any order

• Drag-and-drop is not available on mobile devices

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Service Categories

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Adding a Category

1. In the Service Catalog page, click Add Category at the top
2. Enter:
   • Category Name (required)
   • Description (optional)
3. Click Save

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Editing a Category

1. Find the category in the left sidebar (on desktop) or tabs (on mobile)
2. Click the category to select it
3. Click the Actions dropdown and select Edit
4. Update the name or description
5. Click Save

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Deleting a Category

1. Select the category you want to delete
2. Click the Actions dropdown
3. Select Delete
4. Confirm deletion
5. Note: You cannot delete a category that contains services or bundles. Remove all services/bundles first.

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Reordering Categories

1. Use the drag handle (⋮⋮) next to each category in the left sidebar
2. Drag and drop categories to reorder them
3. The order is automatically saved

• Drag-and-drop is not available on mobile devices

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Service Bundles

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Bundle Examples

• “Complete Hair Makeover” (Cut + Colour + Treatment)
• “Colour & Style Package” (Full Colour + Blowdry + Treatment)
• “Bridal Package” (Multiple services for wedding preparation)

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Creating a Bundle

1. In the Service Catalog, select the category where you want to add the bundle
2. Click the Actions dropdown and select Add bundle
3. Fill in the bundle details:
   • Bundle Name (required): Give your package a descriptive name
   • Category (required): Name of the category that the bundle belongs to
   • Description (optional): Explain what’s included and why it’s valuable
   • Services (required): Select the services included in this bundle. You can reorder them by dragging.
4. Click Create Bundle

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Service Gaps in Bundles

• Each service can have a default gap set at the service level (see “Gap After” in service settings)
• When you add a service to a bundle, its default gap is automatically applied
• You can override the gap for each service in the bundle to customise the timing
• Gap indicators show whether the gap is using the service’s default or a custom value:
  • (default): Using the gap set on the service itself
  • (custom): Overridden with a different value for this bundle
• Click on any gap to edit it, or click the reset icon to restore the service’s default gap
• The gap time is added to the total bundle duration
• During gaps, other clients can be booked with the same team member

┌─────────────────────────────────────┐
│  Hair Colour                   $120 │
│  90 min                             │
└─────────────────────────────────────┘
    ●──── 30 min gap (default) ────●
┌─────────────────────────────────────┐
│  Haircut                       $45  │
│  45 min                             │
└─────────────────────────────────────┘
    ●──── 10 min gap (custom) ────●

• The colour service has a 30-minute default gap (set on the service itself)
• The haircut has a 10-minute custom gap (overridden for this bundle)
• Total bundle duration: 175 minutes (90 + 30 + 45 + 10)
• During gap times, the stylist can serve other clients

• Single services still need processing time (e.g., colour development)
• When services are stacked in an appointment, the gap ensures proper spacing
• The gap represents time inherent to the service, not just time between services

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Bundle Pricing

• Service pricing: Uses the service’s standard price
• Custom pricing: Set a special bundle price for this service

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Bundle Duration

• All service durations
• All gaps between services

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Editing a Bundle

1. Find the bundle you want to modify
2. Click Edit
3. Update:
   • Add or remove services
   • Reorder services by dragging
   • Add or remove gaps between services
   • Adjust custom pricing for individual services
4. Click Update Bundle

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Deleting a Bundle

1. Locate the bundle in the list
2. Click the toggle menu (three dots), click the Delete button
3. Confirm the deletion
4. Note: This doesn’t affect past appointments booked with this bundle

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FAQs

• Colour processing time: Allow hair colour to develop before cutting
• Treatment absorption: Let skincare products absorb before the next step
• Equipment preparation: Time to set up between clients
• Sanitation time: Clean-up time between appointments

• Gaps labelled (default) use the service’s own gap setting
• Gaps labelled (custom) have been overridden for this bundle
• Click the reset icon to restore a service’s default gap

• Single services may need processing time after completion
• When services are stacked, the gap ensures proper spacing for the next appointment
• The gap represents time inherent to the service itself