Skip to main content

Creating and Customizing Booking Services

This article walks you through adding new services, setting prices, defining meeting locations, and customizing time options and client questions for each service.

Written by Mark
Updated today

With your calendar and availability set, it's time to define the services your customers can book! This is where you'll detail what you offer, how long it takes, and any specific information you need from your clients.

Adding a New Service

After defining your weekly schedule, you'll arrive at the 'Booking services' page. If you haven't added any services yet, this page will be empty.

  1. Click the + Add service button.

  2. This will open the 'New service' form, where you can begin customizing your offering.

Configuring Service Details (Name, Price, Description)

Start by giving your service a clear name, setting its price, and providing a helpful description for your customers.

  1. In the Name field, enter a descriptive title for your service. This name will be visible to customers.

  2. In the Price field, enter the cost of your service.

  3. In the Description field, provide a brief explanation of what the service entails.

Setting Service Location Options

Choose how you'll connect with your customers for this specific service. You can offer in-person meetings, phone calls, or virtual meetings.

  1. Click Set location next to 'Location type'.

  2. You'll see three options:

    • Address: For in-person meetings. You can either Provide a specific address or choose Ask customer to have them enter their address during booking.

    • Phone number: For phone consultations. You can Provide your phone number or Ask customer for theirs.

    • Google Meet: For virtual meetings. If your Google Calendar isn't connected, you'll see a prompt to Connect Google Calendar to automatically generate Google Meet links.

  3. Select the appropriate location type and details for your service. For example, if you select Address and Ask customer, your customers will be prompted to enter their address when they book.

  4. Click Save to confirm your location settings.

Customizing Time Options (Duration, Slot Increment, Buffer Time)

Fine-tune the timing of your service to match your business needs and ensure smooth scheduling.

  • Duration: This defines how long the service takes. Click on the current duration (e.g., 1h) to choose from preset options like 30m, 1.5h, 2h, or select Custom to enter specific hours and minutes. For example, you might set a consultation to 3 hours.

  • Slot increment: This determines how often new booking slots begin. Click on the current increment (e.g., 30m) to choose from 15m, 1h, or Custom.

  • Buffer time: This adds a break between consecutive bookings, giving you time to prepare or travel. Click on the current buffer time (e.g., 15m) to select None, 5m, 30m, or Custom for a specific duration.

Adding Custom Questions for Your Services

Gather essential information from your customers upfront by adding custom questions to your booking form. This helps you prepare for their appointment and provide the best service.

  1. Scroll down to the 'Default questions' section. These include First name, Last name, and Email address, which are always required.

  2. You can make Phone number and Address required by toggling the switch next to them.

  3. To add your own custom questions, click + Add question.

  4. Enter your question in the 'Question 1' field (e.g., "Please provide details of your orchard size and fruits grown.").

  5. Choose the Answer Type from the dropdown:

    • One line: For short text answers.

    • Multiple lines: For longer text answers.

    • Radio buttons: For single-choice options (e.g., "Apple", "Cherry"). Click + Add option to add more choices.

    • Checkboxes: For multiple-choice options.

    • Dropdown: For a list of options where the customer selects one.

  6. Toggle the Required switch if the customer must answer this question to complete their booking.

  7. You can add multiple custom questions as needed. To remove a question, click the trash can icon next to it.

  8. Once all your service details and questions are configured, click Save.

Your new service is now configured and ready for customers to book! You can add more services or proceed to manage your bookings.

Did this answer your question?