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Create a service

A service is the offer customers choose in the booking calendar: a consultation, appointment, lesson, treatment, visit, or meeting.

Each service has its own duration, price, booking form, notifications, payment rules, and customer-facing text.

Create the service​

  1. Open TheBooking > Services.
  2. Select New service.
  3. Enter the service name.
  4. Save, then open the service settings.
The Create a new Service window, with the Name and Short description fields

The first dialog only asks for the essentials, so you can create the service quickly and complete the detailed settings afterwards.

The General settings of a service: Active, Name, Short description, Id, and Description

The service is not bookable yet. It needs availability before customers can select a time.

Complete the essential settings​

Start with the settings customers notice first:

  • General: name, description, color, location, and status.
  • Time slots: duration, capacity, buffer time, and how far in advance customers can book.
  • Booking form: customer name, email, phone, and any service-specific questions.
  • Frontend: how the service appears in the widget.
  • Notifications: messages sent to customers, administrators, and providers.
The Time slots settings of a service: slot duration, capacity, and buffer between slots The Frontend settings of a service: Show booked slots, Show slot customers, and discarded slots The General settings of a new service, active and with its name filled in

You can later add approval rules, cancellation rules, payments, access restrictions, redirects, translations, Google Calendar behavior, and provider-specific settings.

Provider assignment​

If you use providers, decide how the appointment should be assigned:

StrategyCustomer seesBest for
ManualA choice of providersCustomers care who they book with
First availableOne team slotSimple automatic assignment
Least loadedOne team slotSharing work more evenly
RandomOne team slotDistributing bookings without a fixed order

Manual is the default because it is the easiest to understand while testing. With Manual, the service can also offer Soonest available at the top of the provider list: see Assigning appointments to providers.

Next step​

Assign the service to an availability plan. A service without availability can be configured and saved, but it cannot receive bookings.