Create a Service

Services are the building blocks of your scheduling and billing workflow. Adding one wires it into the booking page, calendar, and invoices in one step.

Steps

1. Open Services in the sidebar.
2. Click Add Service.
3. Fill in the required fields:
   • Service name (clear and client-facing).
   • Duration in minutes.
   • Price charged for the service.
4. Optionally configure:
   • Description for the booking page.
   • Category to group related services together.
   • Color for the calendar block.
   • Buffer time before or after to keep transitions clean.
   • Service mode (individual or group, with capacity for groups).
   • Auto-invoice toggle to generate the invoice automatically when the appointment is created.
5. Assign one or more practitioners who deliver this service.
6. Click Save.

After saving

The new service is immediately:

• Available when scheduling appointments.
• Visible on your booking page if it's published.
• Selectable when creating invoices and insurance claims.

Pricing tips

• Set the price to reflect your full session rate. You can adjust on a specific invoice later.
• For insurance billing, align with the standard CPT code rate you'll be claiming.
• If pricing varies by practitioner, the per-practitioner pricing override (gated by the customPricing flag) is the cleanest way to handle it.

Duration tips

• Include intake and wrap-up in the total duration so the calendar blocks the right amount of time.
• Use buffer time for cleaning, charting, or transitioning to the next room rather than padding the duration itself.