Adding a service:

Are you getting your account set up for the very first time? Did you just bring on a new provider who offers different services than you do? We make it easy for you to add new services to your menu! Check this out: 

  1. From Settings on the full site, choose the Services option

  2. Select the "Add New" at the top right of the page

  3. Add the name, description, duration, price (or you can leave this blank if you don't want to list a price). Then you can also mark if it is an "outcall" service, which means you travel to your client for the service (this will require them to enter their address), or if you want, you can require a credit card to hold the appointment. You can also select a color for that appointment specifically if you wish!

  4. Hit "Save" or "Save and Add Another" to add more services!

Once you create your new service, don't forget to assign it to the provider or providers that offer that particular service! Also, keep in mind you can customize the service to have a "Starts At" price—if you happen to have a minimum or variable price for your services. 🙌 

Editing a service:

Sometimes you need to update a service. For example, maybe you caught a typo, or maybe you're raising your rates. Whatever the reason, if you would like to edit an existing service, walk through these steps:

  1. Using the Schedulicity full site (not the iPhone app), click the three lines in the upper left and navigate to Settings

  2. Select the "Services" tile

  3. Select the service you’d like to edit

  4. Select the “edit” button in the upper right-hand corner

  5. Adjust any details of the service that needs to be changed

  6. Save your changes!

👉 Just a heads up, any changes to price and duration will take effect on all appointments booked going forth but will not be applied to appointments already on your calendar. If you update your price for a service on your computer, be sure to refresh your app to ensure that the new price is reflected!

Also, if you are operating in an environment where the providers/instructors offer the same service but with different durations, prices, and clean-up times, you can edit that information per provider. Check out the details here

What's Next?

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