Managing Services
How do I add a service?
How do I add a service?
From the calendar, tap More in the bottom right of your screen. Then tap Services to access your Service Catalogue. From here you have several ways to add a service:
1. You'll see an 'Add new service' text button at the bottom of the list of services in each category -> tap this to add a new service in that category
2. Or you can tap the Add button in the top right of the screen which will pop open a sheet from the bottom of your screen where you can add a Category, a Single Service, or a List of Services which is the fastest way to add multiple services, setting their prices and timings in one go:
How do I delete a service?
How do I delete a service?
From the calendar, tap More in the bottom right of your screen. Then tap Services to access your Service Catalogue.
Delete a single service
Delete a single service
Delete all services within a category
Delete all services within a category
Tap the 3 dots on the right of the category name:
This will pop open a menu from the bottom of your screen with several options including:
Delete all services (keeping the category)
Delete category (which will also delete the services)
Delete a service for a particular staff member only
Delete a service for a particular staff member only
Tap the pencil icon on the service:
Tap the red bin icon in the bottom left:
Delete all services within a Category at the same time
Delete all services within a Category at the same time
Tap the 3 dots on the right of the category name:
This will pop open a menu from the bottom of your screen with several options including:
Delete all services (keeping the category)
Delete category (which will also delete the services)
Delete a service for a particular staff member only
Delete a service for a particular staff member only
If a certain staff member has a service in their list which they don't perform and you want to remove it for them without deleting the service entirely, follow these steps:
Head to their Staff Profile via More -> Staff -> Staff & Price Levels and tap on the staff member
From their Staff Profile, tap Services
Then tap the pencil icon on the service you want to remove from their list:
This will open a menu from the bottom of your screen:
Tap Remove - not offered to remove the service from this staff members list
The service will still be visible in your Service Catalogue
Important note:
If the staff member shares the same Title & Price Level as other staff members, removing the service here will also remove it for those staff members as well
You will see a warning if this is the case, as shown in the image below
If you only want to remove it for one staff member and not the others, you should create a new Title & Price Level for that one stylist which you can do by editing their profile
What does the service badge 'All staff' or '2 of 3 staff' mean?
What does the service badge 'All staff' or '2 of 3 staff' mean?
In the Service Catalogue, you may see a badge on each service like in the image below:
This is to indicate how many staff are 'setup' to do this service. Being setup for a service means having a price and timings set for the Title & Price Level attached to the staff member.
You can see the prices assigned to each Title & Price Level and which staff are assigned to that Title by tapping the pencil icon a service. This will show you which Titles & Price Levels are set, and which are not:
From here you can easily edit prices for a particular Price Level by tapping the pencil icon. For any Price Levels not set you can simply tap Set Price which will allow you to set the prices and timings and save them:
Why can't I see the 3 dots to edit a category in my service list?
Why can't I see the 3 dots to edit a category in my service list?
If you're not seeing the 3 dots next to the category name, this means you are viewing the service list for a particular staff member.
It's not possible to edit/delete a category from a staff member's service list, since this change would affect all staff.
To edit/delete a category you will need to head to the Service Catalogue.
You can do by tapping All Services from the staff member's service list. Or by heading to More -> Services. From here you will be able to edit/delete categories.
Managing Staff
How do I edit the name of a staff member's Job Title?
How do I edit the name of a staff member's Job Title?
Edit the name of a Job Title when you only have 1 Job Title
Edit the name of a Job Title when you only have 1 Job Title
For accounts with only 1 column or multiple staff who share the same Job Title
Head to More -> Staff and tap on the staff member whose job title you want to change
Tap on their name at the top of their profile to get to Edit Staff Profile:
From here, you can edit their job title name by tapping on the text box, as shown below - ensure you press Save changes at the bottom after editing.
Important note: If you are not seeing the option to edit the Job Title from a staff member's profile, this will be because you have multiple Job Titles, which will look like this:
Or like this:
From here you have 2 options:
Create a new job title for the staff member which you can name something different and setup their services & prices in the following steps (note: it is possibly to copy all services & prices from another Job Title for ease & speed)
Or, head to Price Levels and edit the job title name from there - further detail on this here.
Edit the name of a Job Title when you have multiple Job Titles
Edit the name of a Job Title when you have multiple Job Titles
If your account has more than one Job Title & Price Level, and you want to edit the name of an existing title, head More -> Staff -> Staff & Price Levels, then tap the Price Levels tab:
From here, tap the Job Title you want to edit you will see the option to edit the job title name at the top of the page:
