Service Packages

The Services screen (Service Manager > Services) is where you manage the full catalog of service packages your business offers. From here you can search your list, add new services, edit or remove existing ones, and move your whole catalog in or out with a CSV file.

What you can do here

• Browse every service you've set up, shown as a table on desktop or a card list on mobile. Each row shows the service name, service code, service type (Field Service or Custom), scope (Public, Private, or Custom), category, and whether it's active or inactive.
• Search your catalog using the search box at the top of the list.
• Sort the list by service name, service code, or the date a service was added, by clicking a column header.
• Add a new service with the "Add Service" button in the toolbar (or the + button on mobile).
• Edit a service using the pencil icon on its row.
• Delete a service using the trash icon on its row. You'll be asked to confirm before it's removed, since deleting a service cannot be undone.
• Open the view icon on a row to go to that service's full profile, where its line items and settings live.
• Export your whole catalog to a CSV file, or import a batch of services from CSV, using the Export and Import buttons in the toolbar.

Steps: add a new service

1. Click "Add Service" in the toolbar.
2. Enter a Service Name (required). Leave Service Code blank to have one generated automatically, or set your own.
3. Optionally set a Category, Description, Cover Photo, Discount, Cancellation Fee, Minimum Partial Payment, and Terms and Policies.
4. Use the "Available for order" toggle to control whether the service is active.
5. Save. You're returned to the Services list, where the new service now appears.

Related

• Service Categories
• Line Items
• Service detail (booking and order settings)