Create services
Learn the foundational steps to add new services to your service menu.
Creating subcategories
Organize your service menu by grouping related tasks into specific sub-sections.
Add existing services to a subcategory
Learn how to move your current services into organized internal sub-groups.
Basic details
Configure the essential information for your services, including names and descriptions.
Team Members
Assign staff to your services and manage their specific availability.
Equipment in services
Link required tools and physical assets to your services to ensure resources.
Products in services
Manage inventory and retail products used during a service delivery.
Add forms to a service
Ensure you have all the information by attaching custom intake forms.