In this article

Understanding & Managing your Service Menu

Your service menu is a complete list of the services you offer.

Bookings and appointments are linked to services, so one of the first things you will want to do with your new account is configure your service menu.

In this article, you’ll learn how to set up, edit, and add new services to your menu, and how to share your service menu with clients to get bookings.

Service menu overview

There are two types of services you can choose from and create:

  1. 1-on-1 appointment: A meeting between you and one client.
  2. Group Event: An event led by you with multiple clients, such as a class, a workshop, or webinar.

To view and edit your service menu go to Settings > My Services.

You will find three default services already set up for you:

  • Introductory Phone Call (1 on 1 phone appointment)
  • In-office appointment (1 on 1 in-person appointment)
  • Demo Class/Event (in-person group event)

Click on any one of them to edit their display name & details.

Managing your service menu

Adding services

Click New Service to add a new service to your menu.

Choose between a 1 on 1 appointment or a Group event.

  • 1 on 1 appointment: A meeting with one client
  • Group event: An event with multiple attendees

You will be asked to fill in some basic information such as the service name, location and duration.

Learn more: For a step-by-step guide through all your service settings go to the Adding & Defining Services article.

Adding categories

Categories are containers for your services - use categories to group and organize your services.

Simply click Add Category to add a new category.

Tip: When you have a variety of services, and different service types - like workshops or private sessions - adding a category can help with better organization and display of services to your clients during online scheduling. See how the different categories in the example below make shopping for services easy and fun for your clients:


Organizing your service menu

You can easily click and drag your services to reorder them.

Hover over a service and click the handle icon  which appears on the left to drag the service into the appropriate place.

Tip: Reordering your services can be helpful when you have a long list of services and want to display certain services first for online scheduling purposes.
Note: If you need to move a service into a different category, edit the service and change the service category from the dropdown. You will then be able to drag and drop the service within the category.

Sharing your service menu

If you would like to preview your service menu before sharing it, click on Preview as a client.

The link to share your service menu will be located in the address bar.

Note: You can also generate a link to schedule by navigating to Online Presence > Client Portal > Create Direct Links.

To grab a link for a specific service, click the three-dot icon  next to the service and click “Grab Link.”


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