Docs Visit website
Orders & bookings

Services

Add-on

Set up work you do and book times for customers.

Overview

Add-on: Service Appointments.

A service is work you do for a customer, such as a haircut. Use Services to set it up and Calendar to book a time.

Online booking also needs the service and online checkout settings. Check the service's available times and online payment choices before inviting customers to book.

Adding Services

Open Services > Add New Service. Enter the name and price. Set the time it takes, if known. Add images if needed. The field called Internal note can appear as the shop's service description. Use text that is safe for customers to read.

Set rules for when it can be booked. Check whether more than one slot or overlapping bookings are allowed. Save the service. Check available times before you share it online.

Editing Services

Choose Edit on the service. Check its price, duration, pictures, and booking rules. Choose Save Service.

Check existing bookings separately. Do not assume a change moves all appointments already made.

Service Availability Rules

Edit a service and choose Add Availability Rules. Pick the dates, days, or times that the form supports. Check each rule's summary and note.

Set the service duration and whether multiple slots or overlapping bookings are allowed. Overlapping means more than one booking can use the same time.

Save, then check the available times in the calendar and shop. Do not promise a time that the booking page does not offer.

Online Service Appointments

Set up the service, its duration, images, and available times. With the Service Appointments add-on enabled, open Online Store > Checkout & Payments > Services.

Enable the supported payment choices. Stripe needs a linked account. The cash choice records a booking to pay in person; it is not an online card charge.

Open the service in the shop. Check its dates and available slots. The buyer picks a slot and continues to checkout. A listed service can say booking is not available if setup is incomplete.

Scheduling Appointments

Open the service's Schedule action or use Calendar > Add Appointment. Choose the service and date. Pick an available time and attach the customer.

Add a note if needed. Check the start and end, then Save Appointment. Send the appointment details if needed.

Filtering Appointments

In Calendar, choose the date or month and the service. Use Show Paid or Hide Paid to change the view.

If you cannot find a booking, clear the filters before creating a duplicate.

Search Appointments

Use Search Appointment # in Calendar. Enter the booking number and open the result. Check the service, customer, and date before making changes.

Editing Appointments

Find the appointment in Calendar and open its edit action. Change the date, time, customer, or note as needed. Pick a time the app allows and save.

Check the saved booking. Tell the customer about changes that affect them.

Pay off Appointments

Open the appointment or select it from Sell's Appointments list. Use the payment action shown. Check the service and amount, then finish payment.

Check that the booking is marked paid. Do not take payment again for a booking already paid online.

Deleting Appointments

Find the correct appointment and use its delete action. Read the message before confirming. Tell the customer if the booking is canceled.

Handle any refund separately. Removing the appointment is not proof that money was returned.

Deleting Services

Choose Delete for the service and read the message. Check its future appointments before confirming.

Deleting a service is not the same as contacting booked customers or refunding them.

Search by topic, task or a few words.