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Setup Services

Services are what clients book: each one has a name, a duration, the team members who offer it and a price. You manage them in the Catalogue. The same screen creates class services (see Setup Classes) and add-ons, which are extras such as a hot stone upgrade that clients can add to an appointment.

Available withBookings or SalesIncluded in the Complete plan.Plans and modules
Prerequisites

Create an appointment service​

  1. Click Catalogue in the menu. The Services tab opens with the Services List.
  2. Click Add Service.
  3. In the Basics card:
    • Service Type: choose Appointment.
    • Name, and an optional Description (up to 300 characters).
    • Categories: pick existing ones or type a new name to add it. Categories become filters on your booking page.
    • Optional: Upload Photo.
  4. In the Staff and location card:
    • Staffs: the team members who offer this service.
    • Type: Location Visit, Virtual/Online Session or Home Visit.
  5. In the Duration and price card:
    • Duration (Minutes) and Selling Price.
    • Optional: On sale with a Sale Price. Clients pay the sale price and see the regular price struck through.
    • Optional: turn on Variants to sell the service in several lengths or prices, with Staff prices per team member. See Service Pricing.
    • Optional: Tax Override, and Credits per booking for clients who pay from a credit balance.
  6. In the Online Booking card:
    • Allow Online Appointment: show this service on your booking page, WhatsApp chatbots and AI chatbot.
    • Accept Payment Online: clients pay when they book online. Then choose what to Collect online (see Take a deposit).
    • Active: turn off to hide the service everywhere without deleting it.
    • More settings: Advance booking limit for clients (days ahead clients can book), Block time after appointment (minutes kept free after each booking, for example for cleanup) and Sort Order (leave blank to let Whautomate order it).
  7. Click Save.

After the first save, the Duration and price card also shows Peak pricing (weekend, holiday and after-hours prices) and Price check. See Service Pricing.

New service form for a Hot Stone Massage appointment with the Basics, Staff and location, Duration and price and Online Booking cards

Take a deposit​

Instead of the full price, a service can take a deposit online to confirm the booking. The rest stays on an invoice to collect later.

  1. Open the service. In Online Booking, turn on Accept Payment Online.
  2. Under Collect online, choose Deposit only (or Full payment).
  3. Deposit type: Percentage or Fixed amount.
  4. Enter the Deposit (% of the total) or the Deposit amount.
  5. Click Update.
Online Booking card with Accept Payment Online on, Collect online set to Deposit only, Deposit type Percentage and a 25 percent deposit

The deposit is worked out from the booking total (variant, peak price, add-ons, coupon and tax). If the deposit is not below that total, clients pay the full amount online. Deposits work for appointments and classes. See Online Payment at Booking for what clients see and how the balance is collected.

Create an add-on​

Add-ons are optional extras offered while booking an appointment, with their own price.

  1. In Catalogue > Services, click Add Service.
  2. Choose Service Type Add-On and enter a Name.
  3. In Applies To, choose All active services or Selected services and pick the Services.
  4. Enter the Selling Price in Pricing, with an optional sale price and Tax Override.
  5. Leave Active on and click Save.

Clients see add-ons in a Select Add-Ons step on the booking page, and your team adds them with the Add-Ons link when booking.

Manage the list​

  • Filter with Select Type (Appointment, Class or Add-On), Select Category and Search Services. Sort By orders the list.
  • Active Services and Inactive Services tabs separate hidden services. Use the Status toggle in a row to switch quickly.
  • Click the edit icon (Edit Service) to change a service, then Update.
  • Export All downloads the full list (once per week); tick rows and use Export Service(s) for a selection.
  • Bulk Import creates or updates services from a CSV file. See Bulk Import Services.
  1. Click Get Booking Link.
  2. Choose Service Type Appointment and optionally a Category.
  3. Click Generate Link, then copy it or share it via WhatsApp, Email or SMS.

Tips and limits​

  • The duration plus Block time after appointment decides how long the team member is busy.
  • A service only appears online when Allow Online Appointment and Active are both on and at least one bookable team member offers it.
  • Payment is set per service: full payment online, a deposit online, or nothing online (clients pay at your location).
  • The services list shows "from" the lowest price for services with variants, and the regular price struck through for services on sale.
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