Service Catalog

​

Introduction

​

Key Features

• Services Management: Create, edit, archive, and manage individual services with pricing and duration
• Service Variants: Create named variations of a service (e.g., Short / Medium / Long Hair) with different pricing and durations — including automatic initial vs return client handling
• Service Add-ons: Attach add-on option groups to services (e.g., conditioning treatment, scalp massage). Each add-on has its own price and duration. Groups can be optional or required, with single or multi-select
• Service Bundles: Group multiple services together at a package price, with sequential or parallel execution
• 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

​

Services

​

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

​

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
   • Add-ons (optional): Configure add-on option groups for this service. Each group has a name (e.g., “Treatment”), an optional client-facing prompt (e.g., “Choose your preferred oil”), and one or more selectable options (e.g., “Deep Conditioning +$25, 15 min”). Groups can be marked as required (clients must select before proceeding) or left optional. Multi-select groups support minimum and maximum selection limits. Add-on prices and durations are added to the service total and affect availability calculations.
   • Team Members: Choose who can perform this service — All team members (the default: anyone on your team, including team members you add later) or Specific team members (only the ones you select, with at least one required). This is a skill setting, independent of online booking — a qualified team member still only appears online if their own online-booking is enabled. This setting doesn’t apply to resource-only services (see below)
   • Team Member Required (optional): Toggle OFF if this service does not need a team member — for example, float tanks, saunas, tanning beds, or infrared pods where only a resource (room or equipment) is needed. When turned off, the service must have Require resource enabled and at least one eligible resource assigned. See Resource-Only Services for details
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%)
   • Require a card on file: The client saves a card to confirm this booking — no charge and no hold is taken. The saved card lets you charge a late-cancellation or no-show fee if your cancellation policy applies. (A pre-authorised hold is planned but not yet available.)
   • Useful for high-value services that need a deposit or a card on file 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. Available for Online Booking (optional):
   • Toggle OFF to hide this service from your online booking page entirely
   • When ON (the default), the service appears online if at least one qualified team member has online booking enabled — for an All team members service that’s any online-bookable member; for a Specific service it’s any of the selected members
   • When OFF, the service is completely hidden from the booking portal regardless of team member assignments
   • This only affects online booking — staff can still book this service from the dashboard
   • The Service Catalog page shows “Online”, “Offline”, or “No team members” badges to indicate status
10. 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

11. Resources (optional):
    • Require resource: Toggle ON if this service requires a room, chair, or equipment to be booked. When enabled, online booking will only show time slots where at least one eligible resource has available capacity.
    • Eligible resources: Select which resources can be used for this service. Multiple resources can be eligible (e.g., “Room 1” or “Room 2”). During online booking, the system automatically assigns the first available resource.
    • You can list eligible resources without requiring them — this lets staff optionally assign resources from the dashboard without blocking availability.
    • Capacity per booking (only visible when Require resource is on): How many units of the resource each booking of this service uses. Defaults to 1. Set higher than 1 for couple bookings (e.g., 2) or private / exclusive bookings (set to the room’s full capacity so a single booking takes the whole room). See Capacity per booking below for the full walk-through.
12. Processing Time (optional):
    • Time after the active service where the client remains but the team member is free to serve others
    • Select “Use default” to inherit the location-level default, or choose a specific value
    • Common uses:
      • Colour development: Allow hair colour to develop (e.g., 30-45 minutes)
      • Treatment absorption: Let skincare products work before the next step
      • Setting time: Allow a perm or treatment to set
    • During processing time, team members can serve other clients while the client waits
    • Processing time is included in the total duration shown to clients (e.g., “90 mins (incl. 30 min processing time)”)
    • This applies whether the service is booked alone, in a bundle, or stacked with other services
13. Buffer Time (optional):
    • Blocked time before and/or after the service where the team member is unavailable for other appointments
    • Buffer Before: Setup or preparation time before the service begins
    • Buffer After: Cleanup or reset time after the service ends
    • Select “Use default” to inherit the location-level default, or choose a specific value for each
    • Unlike processing time, buffer time is not visible to clients — it only affects team member availability
    • Common uses:
      • Room setup: Preparing the treatment room or station
      • Equipment sterilisation: Cleaning tools between clients
      • Consultation review: Reviewing client notes before the appointment
14. Resources (optional):
    • Require resource: Toggle ON if this service requires a room, chair, or equipment to be booked. When enabled, online booking will only show time slots where at least one eligible resource has available capacity.
    • Eligible resources: Select which resources can be used for this service. Multiple resources can be eligible (e.g., “Room 1” or “Room 2”). During online booking, the system automatically assigns the first available resource.
    • You can list eligible resources without requiring them — this lets staff optionally assign resources from the dashboard without blocking availability.
    • Capacity per booking (only visible when Require resource is on): How many units of the resource each booking of this service uses. Defaults to 1. Set higher than 1 for couple bookings (e.g., 2) or private / exclusive bookings (set to the room’s full capacity so a single booking takes the whole room). The “Books entire room” shortcut fills it to MIN of your selected eligible-resource capacities. See Capacity per booking below for the full walk-through.
15. Click Save to add the service to your catalog

​

Scheduler Colour

• If the service has a colour set, that colour is used
• If the service has no colour but its category has a colour, the category colour is inherited
• If neither has a colour set, the default palette colour is used

1. Edit the service
2. Go to the Details tab
3. Find the Scheduler colour picker
4. Choose a colour from the presets or enter a custom hex value
5. To revert to the category colour, click Reset to category colour

• Status (default): Tiles are coloured by appointment status (Confirmed, Completed, etc.). Status colours are configured in Settings > Scheduling > Scheduler Colours
• Service: Tiles are coloured by the service colour (with category fallback). A small status strip still appears so you can see the status at a glance

​

Capacity per booking

1. Edit the service and open the Resources tab
2. Turn Require resource ON and select the eligible resources
3. Set Capacity per booking to the number of units this service consumes (default is 1)
4. Use Books entire room to fill the value to the smallest selected eligible-resource capacity (handy for private/exclusive services)

• Couples massage room (capacity 2) — Solo Massage = 1 unit, Couples Massage = 2 units.
• Pedicure lounge with 4 chairs (capacity 4) — Standard Pedicure = 1 unit, Bridal Party = 4 units (exclusive use of the lounge).
• Group treatment room with 8 recliners (capacity 8) — Standard session = 1 unit, Corporate wellness buyout = 8 units.

​

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)
   • Add-on option groups and options
   • 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
   • Available for Online Booking: Enable or disable this service for online booking
   • Allow Join Waitlist: Override or use default
   • Hide Prices in Online Booking: Override or use default
   • Resources: Toggle “Require resource” and select eligible resources
   • Processing Time: Set or remove processing time after this service, or use the location default
   • Buffer Before / Buffer After: Set or remove buffer times, or use the location default
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

​

Archiving a Service

1. Locate the service you want to remove
2. Click the toggle menu (three dots) and select Archive
3. Confirm in the dialog

​

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

​

Resource-Only Services

​

How It Works

• The service no longer requires a team member to be assigned
• At least one of Team member required or Require resource must remain enabled — a service cannot have both turned off
• Team member assignment fields are removed from the service form and the appointment creation screen
• The service can still have team members assigned optionally from the dashboard if needed

​

Setting Up a Resource-Only Service

1. Create or edit a service
2. In the Resources section, enable Require resource and select eligible resources
3. Turn off the Team member required toggle
4. Save the service

​

Online Booking Behaviour

• The team member selection step is skipped entirely — clients go straight from selecting the service to choosing a time
• Availability is based solely on resource capacity and opening hours — not on any team member’s schedule
• The system automatically assigns an available resource, just as it does for standard services with required resources
• Clients never see resource names or capacity details

​

Notifications

​

Scheduler Display

• Resource view: The appointment appears under the assigned resource column, just like any resource-assigned appointment
• Team member view: The appointment does not appear under any team member column (since no team member is assigned). Use the resource view to see these appointments

​

Constraints

• At least one of Team member required or Require resource must be enabled on every service
• Pricing tiers (which are team-member-based) do not apply to resource-only services

​

Team members and resources: every setup

​

Two principles that govern everything

1. A service reserves exactly what it needs, for as long as it needs it.
   • The team member is held from start to end plus buffers, but is free during processing time — so a stylist can start another client while a colour develops.
   • A resource (room, bed, machine) is held for the whole time including processing — the room stays occupied while the colour develops.
   • The client is present for the service plus processing.
2. “Eligible resources” is a pool of interchangeable options, and a service reserves only one of them. List Room 1 and Room 2 and the system reserves whichever is free — not both. To reserve two different resources at the same time (a sauna and an ice bath), use a parallel bundle (see below).

​

Every combination, with a real example

​

Bundles: sequential vs parallel

• Sequential bundle — services run one after another (back-to-back). The same team member can perform every step.
• Parallel bundle — services run at the same time. Each staffed service needs its own team member (one person can’t be in two places at once), so when booking online you choose “Any available” and the system assigns distinct staff. Resource-only services in a parallel bundle need no team member, so a sauna + ice bath package books with no staff at all.

​

Dashboard vs online booking

• Dashboard (staff): flexible. Most constraints — a resource at capacity, a double-booking, an ineligible resource — are warnings you can override, so you can handle exceptions. Only true blockers stop you: a required team member or resource left empty, or the client already booked at that time.
• Online (clients): strict. A time is only offered when every requirement is genuinely free — staff, resources and capacity all check out. Clients never see or choose resources; the system assigns them behind the scenes.

​

Common questions

​

Service Categories

​

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

​

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

​

Archiving a Category

1. Select the category you want to archive
2. Click the Actions dropdown
3. Select Archive
4. Confirm in the dialog

​

Restoring an Archived Category

1. Use the status filter to show archived categories
2. Select the archived category
3. Click the Actions dropdown
4. Select Restore

​

Permanently Deleting a Category

1. Use the status filter to show archived categories
2. Select the archived category
3. Click the Actions dropdown
4. Select Permanently Delete (shown in red)
5. Confirm in the dialog

​

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

​

Service Bundles

​

Bundle Examples

• “Complete Hair Makeover” (Cut + Colour + Treatment) — sequential
• “Colour & Style Package” (Full Colour + Blowdry + Treatment) — sequential
• “Bridal Package” (Multiple services for wedding preparation) — sequential or parallel
• “Couples Massage” (2× Massage with 2 therapists) — parallel
• “Bridal Glam” (Hair Styling + Makeup at the same time) — parallel

​

Bundle Execution Modes

​

Sequential (One After Another)

┌─────────────────────────────┐
│  Hair Colour           $120 │
│  90 min — Stylist A         │
└─────────────────────────────┘
    ●── 30 min processing time ──●
┌─────────────────────────────┐
│  Haircut                $45 │
│  45 min — Stylist A         │
└─────────────────────────────┘
Total: 165 minutes, one team member

​

Parallel (At the Same Time)

┌─────────────────────────────┐
│  Hair Styling           $80 │
│  60 min — Stylist A         │
├─────────────────────────────┤
│  Makeup Application     $65 │
│  45 min — Makeup Artist B   │
└─────────────────────────────┘
Total: 60 minutes (the longest service), two team members

​

How to set execution mode

1. Open the bundle editor (create or edit a bundle)
2. Under Execution Mode, choose:
   • One after another — sequential (default)
   • At the same time — parallel
3. Save the bundle

​

Parallel mode behaviour

• Duration: The total bundle duration equals the longest service (not the sum of all services)
• Team members: Each service is assigned to a different team member
• Processing time: Per-service processing times are hidden. The largest processing time across all services is applied once after the block
• Ordering: Service order is irrelevant in parallel mode — the drag-to-reorder handles are hidden
• Duplicate services: You can add the same service multiple times (e.g., 3× Massage for three clients simultaneously). Each instance is assigned to a different team member
• Minimum services: Parallel bundles require at least 2 services

​

Online booking behaviour

• The system automatically assigns distinct team members — clients cannot pick a specific team member for parallel bundles
• Availability is only shown for time slots where enough team members are available simultaneously
• The displayed duration reflects the parallel timing (longest service, not the sum)

​

Dashboard booking behaviour

• You must manually assign a different team member to each service in the parallel bundle
• The system validates that all team members are distinct before saving
• All services in the parallel bundle share the same start time

​

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.
   • Execution Mode (optional): Choose how services are performed:
     • One after another (default): Services run sequentially with processing time between them
     • At the same time: All services start simultaneously with different team members
   • Pricing Mode (optional): Choose how the bundle is priced:
     • Use service prices (default): Each service uses its own price
     • Set total price: Set a fixed total price for the bundle
     • Discount %: Apply a percentage discount to the combined service prices
     • Free: Offer the bundle at no charge
   • Show Savings (optional): When using total price or discount mode, show the original price struck through with a “You save” message on your online booking page
   • Available for online booking (optional, ON by default): Toggle OFF to hide the bundle from your online booking portal entirely.
   • Show individual services online (optional, ON by default): Toggle OFF to present the bundle as a single opaque item online — the client sees only the bundle name, total price, and total duration. The “Includes: …” list is hidden on the catalogue card, the cart shows one row instead of per-service rows, and confirmation / appointment views collapse to the same single row. Your team and the scheduler still see the full breakdown.
4. Click Create Bundle

​

Processing Time in Bundles

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

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

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

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

​

Buffer Time in Bundles

• Buffer Before: Shown at the top of the service list — this is setup/preparation time before the first service begins
• Buffer After: Shown at the bottom of the service list — this is cleanup time after the last service ends
• Each defaults to the location-level buffer setting but can be overridden per bundle
• Buffer time is not visible to clients — it only affects team member availability on the scheduler
• Buffer time is added to the total team member blocking duration but not to the client-facing duration
• Buffer is applied positionally: Buffer Before applies to the first service and Buffer After applies to the last service. If you reorder services within the bundle, the buffer stays associated with the new first/last positions, not with a specific service

    ●── 10 min buffer before ──●
┌─────────────────────────────────────┐
│  Hair Colour                   $120 │
│  90 min                             │
└─────────────────────────────────────┘
    ●── 30 min processing ──●
┌─────────────────────────────────────┐
│  Haircut                       $45  │
│  45 min                             │
└─────────────────────────────────────┘
    ●── 10 min buffer after ──●

​

Bundle Pricing

​

Use service prices (default)

​

Set total price

​

Discount percentage

​

Free

​

Show savings

​

Bundle Duration

• Sum of all service durations + all processing times between services

• The longest service duration + the largest processing time (since all services run at the same time)

​

Hiding Individual Services from Online Booking

• ON (default): Online clients see the full breakdown — bundle name, “Includes: Wash, Cut, Treatment”, per-service durations, addons, and per-service prices.
• OFF: Online clients see only the bundle name, the total duration, and the total price. The catalogue card, shopping cart, confirmation step, the “View my appointment” screen, and the “My Appointments” list all collapse to a single row. Per-service addons are not shown to the client.

• Your scheduler still shows each component service as its own block with the assigned team member.
• The appointment record still stores per-service rows with prices, durations, team-member assignments, and any addons.
• Reports (revenue per service, team-member utilisation, etc.) still aggregate by component service.
• Booking-confirmation and reminder emails / SMS sent to the client collapse to the bundle name only; the business-facing notifications sent to your team always show the full breakdown so they know what to deliver.

​

Editing a Bundle

1. Find the bundle you want to modify
2. Click Edit
3. Update:
   • Add or remove services
   • Reorder services by dragging (sequential bundles only)
   • Adjust processing time between services (sequential bundles only)
   • Set buffer before and buffer after for the bundle
   • Adjust custom pricing for individual services
   • Change the pricing mode (service prices, total price, discount %, or free)
   • Toggle Show Savings on or off
   • Toggle “Show individual services online” on or off
   • Switch between sequential and parallel execution modes
4. Click Update Bundle

​

Archiving a Bundle

1. Locate the bundle in the list
2. Click the toggle menu (three dots) and select Archive
3. Confirm in the dialog

​

FAQs

• Colour development: Allow hair colour to develop before cutting
• Treatment absorption: Let skincare products absorb before the next step
• Setting time: Allow a perm or treatment to set

• Room setup: Preparing the treatment room before the client arrives
• Equipment sterilisation: Cleaning and sanitising tools between clients
• Consultation review: Reviewing client notes before the appointment

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

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

​

Archiving and Restoring Services, Categories & Bundles

​

Archiving

1. Find the service, category, or bundle in the Service Catalogue
2. Click the three-dot menu (or the Actions dropdown for categories)
3. Select Archive
4. Confirm in the dialog

​

Viewing Archived Items

​

Restoring

1. Find the archived item using the status filter
2. Click the three-dot menu (or the Actions dropdown for categories)
3. Select Restore
4. The item returns to the active catalogue

​

Permanently Deleting

1. Find the archived item using the status filter
2. Click the three-dot menu (or the Actions dropdown for categories)
3. Select Permanently Delete (shown in red)
4. A confirmation dialog appears — you must type the item’s name to confirm
5. Click Permanently Delete to remove the item