Product
...
Platform
Appointment
Services Tab
16min
The Services Tab in the Appointments Settings module of Sanoflow provides a centralized location to manage all services offered by your business. This feature allows you to define, organize, and customize services that customers can book, ensuring an efficient and user-friendly booking experience.
Admins, managers, and other authorized users can control different settings in the Services Tab settings.
To access the Services Tab:
- Log in to your Sanoflow account.
- Navigate to the Settings section in the left-hand menu.
- Under Platform, click on Appointments.
- Select the Services Tab at the top of the Appointments settings page.
The Services Tab provides tools to define service offerings, associate them with departments and specialists, and control booking details.
- Displays all services currently configured.
- Columns include:
- Service Name: The name of the service.
- Duration: The time required to complete the service.
- Price: The cost of the service.
- Online Booking Status: Indicates whether the service is available for online booking.
- Description: A brief overview of the service.
- Search Bar: A search bar at the top of the list allows you to quickly find services by name.
- A + Add Service button is located at the top-right corner of the Services Tab.
- Clicking this button opens the Add Service modal.
- Fields:
- Service Name (English) (Required): Enter the service name.
- Department (Dropdown, Required): Assign the service to a specific department.
- Currency (Dropdown, Required): Choose the currency for the service price.
- Price (Optional): Define the cost of the service.
- Duration (mins) (Required): Specify the duration of the service.
- Pre-Buffer (mins) (Optional): Add buffer time before the service starts.
- Post-Buffer (mins) (Optional): Add buffer time after the service ends.
- Description (English) (Optional): Provide a brief description of the service.
- Checkboxes:
- Enable Online Booking: Make the service available for online bookings.
- Require Payment for Service: Enable payment as a booking requirement.
- Save Button: Saves the service details and adds it to the list.
- Click on a service name in the list to view or edit its details.
- Fields mirror the Add Service Modal, allowing adjustments to the service name, department, price, duration, buffer times, description, and booking options.
- Click the pencil icon (✏️) next to a service name to modify its details.
- Includes all fields from the Add Service modal.
- Click the trash bin icon (🗑️) next to a service name to remove it.
- A confirmation pop-up ensures no accidental deletions.
- Services are categorized by department for better organization.
- Department names act as collapsible headings in the services list.
- Each service has a status displayed under "Online Booking" in the list:
- Active: The service is available for online bookings.
- Inactive: The service is not available for online bookings.
- Hover over the description in the list to view full details (if truncated).
- Hover over certain fields or buttons (e.g., "Enable Online Booking" or "Require Payment for Service") to view tooltips explaining their purpose.
- Salon or Spa Management:
- Add services like haircuts, massages, and facials.
- Assign different durations and pricing to cater to diverse customer needs.
- Healthcare Services:
- Include services such as dental checkups, physiotherapy sessions, or dermatology consultations.
- Assign departments like Dental, Dermatology, and Physical Therapy for seamless organization.
- Educational or Coaching Businesses:
- Offer services like one-on-one tutoring sessions, group classes, or workshops.
- Specify duration and price to align with customer expectations.
- Automated Service Allocation:
- Enable online booking for services to allow customers to self-schedule.
- Maintain Clear Descriptions:
- Use simple, customer-friendly language in the service description to explain what each service entails.
- Set Appropriate Buffers:
- Add pre- and post-buffer times to prevent overlapping bookings and allow time for preparation or cleanup.
- Categorize Services by Department:
- Assign services to relevant departments for easy navigation and organization.
- Enable Online Booking for Popular Services:
- Activate online booking for high-demand services to enhance customer convenience.
- Review Regularly:
- Periodically review and update service details, especially descriptions and pricing, to reflect current offerings.
- Can I assign a service to multiple departments?
- No, a service can only belong to one department at a time.
- How do I enable payment for a service?
- In the Add or Edit Service modal, check the Require Payment for Service option.
- What happens if I disable online booking for a service?
- The service will no longer appear in customer-facing booking interfaces.
- Can I set a service duration longer than 24 hours?
- No, the maximum service duration is 24 hours.
- How do I change the currency for a service?
- Edit the service and select the desired currency from the Currency dropdown.
- Can I duplicate an existing service?
- No, duplication is not currently supported. You’ll need to manually create a similar service.
- What happens if I delete a service?
- The service is removed from all associated bookings, and customers will no longer be able to select it.
- How do I make a service inactive temporarily?
- Disable online booking for the service, and it will not be shown to customers.
- Can I assign a service to a specific specialist?
- No, services are assigned to departments. Specialists are linked to services indirectly via their department.
- How do I view all services in a specific department?
- Use the collapsible headings in the service list to expand and view services under a specific department.
Updated 13 Jan 2025
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