Create a Service

Adding a New Service

Create a service to define what you offer, how long it takes, and what you charge. Services are the building blocks of your scheduling and billing workflow.

Steps

1. Navigate to Services in the sidebar
2. Click Add Service
3. Fill in the required fields:
   • Service name -- A clear, client-facing title
   • Duration -- The appointment length in minutes
   • Price -- The amount to charge for this service
4. Optionally configure:
   • Description -- A brief summary shown on your booking page
   • Category -- Group related services together
   • Color -- A calendar color for visual distinction
   • Buffer time -- Extra time before or after appointments
5. Assign one or more practitioners who offer this service
6. Click Save

After Creating a Service

Your new service will immediately be:

• Available for scheduling appointments in the calendar
• Visible on your online booking page (if published)
• Selectable when creating invoices

Pricing Tips

• Set your price to reflect the full session rate
• You can adjust pricing per invoice if needed for specific clients
• For insurance billing, align your service pricing with standard CPT code rates

Duration Tips

• Include any intake or wrap-up time in the total duration
• Use buffer time settings to add transition time between appointments without extending the service itself