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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 Service card:
    • Optional: Upload Photo.
    • Service Type: choose Appointment.
    • Name, and an optional Description (up to 300 characters).
    • Duration (Minutes).
    • Categories: pick existing ones or type a new name to add it. Categories become filters on your booking page.
    • Staffs: the team members who offer this service.
    • Type: Location Visit, Virtual/Online Session or Home Visit.
  4. In the Pricing card, enter the Selling Price. Optional: Tax Override, Cost Per Item (Whautomate shows Profit and Margin), and Custom Credit Charges with a Number Of Credits if clients pay with credits from a package.
  5. 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.
    • Active: turn off to hide the service everywhere without deleting it.
    • Advance Settings: Advance booking limit for clients (days ahead clients can book) and Block time after appointment (minutes kept free after each booking, for example for cleanup).
    • Sort Order: leave blank to let Whautomate order it.
  6. Click Save.
New service form for a Hot Stone Massage appointment with the Service, Pricing and Online Booking cards

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. Enter the Selling Price in Pricing.
  4. In Applies To, choose All active services or Selected services and pick the Services.
  5. Set the Online Booking toggles 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; there is no separate deposit option.
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