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A service is a bookable thing you do — an appointment, a procedure, a session — with a price and a duration. This tab is the catalogue: everything you can book, bill and publish comes from here.

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What this tab controls

The card is headed Appointment Services — “Manage services available for appointment booking.” The form itself is grouped into cards. Basic Information holds Service Name and Category (both required), plus Sub-category (Optional), Procedure Code (Optional) — “Tag this service with a CPT or HCPCS code for billing & reporting” — and Description (Optional). Pricing & Duration holds Price, labelled with your own currency, and Duration (minutes). Venue & Settings holds Available Venues, the Active Service switch (“Enable/disable this service for booking”) and Requires Preparation, which reveals a Preparation Instructions box. Providers, Required Resources and Product Used decide who can deliver it, which room or equipment it occupies, and what stock it consumes. There is deliberately no colour, deposit or buffer field on this form. Deposits belong to the booking page’s own payment settings, not to the service. For a field-by-field walkthrough of the form, including the specialty starter sets, see Add the services you offer.

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Set it up

1

Set your currency first

Open Billing & Plans and confirm the Currency. The service form labels its price field with it — Price (USD), Price (NGN) — so getting it right first avoids re-reading a whole catalogue later.
2

Add the service

Select Add Service, then fill in Service Name and Category. Both are required.
3

Price it and time it

Enter the Price and the Duration (minutes). Duration is what reserves the slot in the diary, so use the real length of the appointment, not the billed time.
4

Choose where it can happen

Tick at least one entry under Available Venues. This is what decides whether the service can be booked as a video visit at all.
5

Leave it Active

Active Service is what makes it bookable. Turn it off only when you want the service retired.
6

Save

Save the form. The service appears in the table with an Active badge.

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What changes once you save

An active service becomes available in three places at once:
  • The appointment booking sheet. Staff can select it when booking, and it brings its duration and price with it.
  • The invoice service picker. Billing a visit pulls the price from here, so a price change applies to invoices raised afterwards — not to invoices already issued.
  • The public booking page — but only if you also publish it there. Being active makes a service eligible for your public page; it still has to be marked visible in the booking page designer. Two things must both be true for online booking to work at all: Allow Online Booking must be on, and at least one service must be visible.
Deactivating a service removes it from new bookings and leaves existing ones alone. Appointments already in the diary keep the service, its price and its duration; invoices already raised are untouched. This is why retiring is the right move and deleting rarely is. Changing a service’s price, duration or venues affects future bookings only. An appointment already booked keeps what it was booked with.
Delete permanently removes a service. The product blocks it where the service is in use — “If this service is being used by any appointments, you will not be able to delete it. Consider deactivating it instead” — but an unused service is gone for good, along with its configuration. Turn Active Service off instead unless you are certain.

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Check it worked

Start booking an appointment. The service should appear in the picker with the right duration and price. Then open your booking page as a visitor — if you marked it visible there, clients should be able to select it and see the same price.

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Common issues

Check its Status in the table. An Inactive service is hidden from new bookings by design; open it and turn Active Service back on.
Being active is not the same as being published. The service must also be marked visible in the booking page designer, and Allow Online Booking has to be on. Either one missing gives the same silent result.
Prices are labelled from Billing & Plans › Currency, not from the service. Change it there and every price re-renders; the numbers themselves are not converted.
Under Providers, you have restricted the service to specific staff and none of them is available. Leaving every provider unticked offers it with any available provider, which is what most services want.
It is attached to at least one appointment. That is a guard, not a fault — deleting it would leave those appointments pointing at nothing. Deactivate it instead.