> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Appointment services

> Manage the catalogue of bookable services your practice offers, and see where an active service turns up once you save it.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Solo and Team" roles="Owner, manager or accountant" />

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.

<Path steps={['Sidebar', 'Settings', 'Billing', 'Appointment Services']} />

<TaskHeader before="Your currency set on Billing & Plans, so prices are labelled correctly" time="3 minutes per service" after="A catalogue you can book from, price from and publish" />

## What this tab controls

The card is headed **Appointment Services** — "Manage services available for appointment booking."

| Control              | What it does                                                                                                                                                                                                                | Default |
| -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- |
| **Search services…** | Filters by service name, category or description                                                                                                                                                                            | Empty   |
| **Add Service**      | Opens the **Add New Service** form                                                                                                                                                                                          | —       |
| The table            | Columns are **Service**, **Category**, **Duration**, **Price**, **Venue** and **Status**. Each row shows the service code and procedure code underneath the name, and a **Prep Required** badge where preparation is needed | —       |
| Row menu             | **View**, **Edit** and **Delete**                                                                                                                                                                                           | —       |
| Pagination           | Page size and page controls under the table                                                                                                                                                                                 | —       |

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](/practice/get-started/services).

## Set it up

<Steps>
  <Step title="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.
  </Step>

  <Step title="Add the service">
    Select **Add Service**, then fill in **Service Name** and **Category**. Both are required.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Leave it Active">
    **Active Service** is what makes it bookable. Turn it off only when you want the service retired.
  </Step>

  <Step title="Save">
    Save the form. The service appears in the table with an **Active** badge.
  </Step>
</Steps>

## 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.

<Warning>
  **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.
</Warning>

## 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](/practice/work/booking-page) as a visitor — if you marked it visible there, clients should be able to select it and see the same price.

## Common issues

<AccordionGroup>
  <Accordion title="The service does not appear when I book an appointment">
    Check its **Status** in the table. An **Inactive** service is hidden from new bookings by design; open it and turn **Active Service** back on.
  </Accordion>

  <Accordion title="It is active but clients cannot book it online">
    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.
  </Accordion>

  <Accordion title="The price shows the wrong currency symbol">
    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.
  </Accordion>

  <Accordion title="Booking the service says no provider is configured">
    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.
  </Accordion>

  <Accordion title="I cannot delete a service">
    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.
  </Accordion>
</AccordionGroup>

<StillStuck />