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Your service list is the price list for the whole practice. Invoices are built from it, your booking page offers what is on it, and reporting groups revenue by it. Get it right once and everything downstream gets easier.

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What you’re looking at

Services sits under Billing in the sidebar. The page is headed Services Dashboard — “Manage your clinic’s services, prices, and categories” — with three tabs. The header carries Refresh and one create button, which swaps with the tab: New Category while Categories is open, New Service everywhere else. If you are hunting for New Category, open the Categories tab first. A new practice arrives here with an empty Services tab — which is why the invoice form’s service picker finds nothing until you add something. Prices are shown in your practice’s own currency, never with a hard-coded symbol; see Currency. There are two doors into the same catalogue. This screen is the billing view. Settings → Appointment Services is the same list seen from the booking side — see Appointment services. If you are setting up for the first time, walk Set up your services instead; it starts from nothing.

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Add a service

1

Open the sheet

Select New Service. The New service sheet opens — “Add a new service to your clinic’s catalogue.”
2

Name it and price it

Service Name* — “The name of the service provided.” — is what appears on the invoice and on your booking page, so write it the way a client would recognise it, not as an internal code. Price* is in your practice’s currency.
3

Choose the service type

Service Type* — “The category this service falls under.” Pick the closest; it is what reporting uses to tell a consultation apart from a test.
4

Add your own category and a code

Service Category is “Optional category grouping for this service.” Procedure Code is an “Optional CPT or HCPCS code for billing & reporting” — it carries through onto invoice lines and claims.
5

Describe it and save

Description is “Detailed description of what the service includes” — the text a client reads when booking. Leave Active on — “Toggle whether this service is currently available.” — and save.

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Add a category

Open the Categories tab so the header shows New Category, then enter a Category Name, an optional Description, and leave Active on. Categories exist so a list of sixty services stays navigable. Group by what a client came in for — “Antenatal”, “Occupational health” — not by which member of staff performs it, because the person changes and the reason does not.

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Retire a service

Switch Active off rather than deleting. An inactive service stops being offered for booking and stops appearing in the invoice picker, but every invoice that already used it keeps its line, its price and its history intact. Deleting a service that has been billed is how a revenue report ends up with a hole in it a year later, when nobody remembers why.

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Who can do this

Editing fees is granted separately from creating services on purpose: the person who maintains the catalogue is not automatically the person who may reprice it.
  • Enforcement is opt-in, per person. Someone never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. Hiding the screen from a sidebar is a convenience, not a security boundary.
A figure you may not see renders as a dash, not a zero. See Staff permissions.

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Check it worked

  • The service appears under the Services tab, marked active, with its price in your practice’s currency.
  • “Search services to add…” on a new invoice finds it.
  • If you offer it publicly, it appears on your booking page.

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Common issues

The header shows one create button at a time. Open the Categories tab and it changes to New Category.
Currency is a practice-wide setting under Settings → Billing, not a per-service one, and only an owner can change it. See Currency.
Editing service fees is a separate permission from creating services. Ask an owner or manager — see Staff permissions.
Check it is Active, then check it is actually offered for booking — a service can exist in your catalogue without being published. See Your booking page.
Free Clinic Mode is on under Settings → Billing — “Enable this if your clinic provides free services. All charges will be disabled.” Your practice carries a Free Clinic badge while it is.
Deactivate the one you do not use rather than deleting it, then rename the survivor so the picker is unambiguous. Past invoices keep whichever line they were raised with.

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FAQ

No. An invoice keeps the price it was raised at. A new price applies to new invoices only.
Yes. Each invoice line carries its own Disc %, so a one-off discount never touches the catalogue.
Not from this screen. Payer-specific rates are an Enterprise feature; on a solo or team plan, price the service once and adjust on the invoice line.
Yes — one catalogue, two views. This screen is the billing view; the settings tab is the booking view. Editing either edits the same service.
Only if you bill insurance. Procedure Code carries the CPT/HCPCS code onto invoice lines and claims; leave it blank for self-pay work.