Overview

Staff-based services, such as grooming or training, are used for single-day bookings where the pet is assigned to a specific user. Appointment availability for staff-based services is based on the number of spots open under all available users for the requested day. Staff-based services can be all-inclusive or offer optional add-ons.

Service categories are the overall header of potentially multiple services you offer at your business. For example, you may have a Service Category titled Grooming that includes the Services titled Full Groom and Mini Groom. This article will assist in setting up the individual Services such as Full Groom and Mini Groom. If you would like to add a Grooming or Training Service Category, please navigate to the article: Set Up Staff-Based Service Category (Grooming, Training).

Staff-Based Services can be viewed in the following areas:

• Appointments tab
• Calendar and Advanced Staff Calendar
• Settings > Business Setup > Service Configuration
• Making a new appointment on the business portal
• Booking in mobile app or web link

TABLE OF CONTENTS

• Overview
• Create a New Staff-Based Service
• More Information

Create a New Staff-Based Service

1. Navigate to Settings > Business Setup > Service Configuration.

2. If you need to create a brand new category such as Grooming, please navigate to our article: Set Up Staff-Based Service Category. To add a new service under an existing category, click the category name in question to expand it.

3. In the Services column, click Add to add a new service.

4. In the Add Service popup, fill in the category details starting with Service Name (such as Mini Groom).

5. For Average Duration, enter the length of time this service requires in hours and/or minutes. This controls the time blocks that will display when creating or editing an appointment. For example, if your groomer offers Mini Grooms 9am - 5pm daily and you set Average Duration to 60 (minutes), then the time slots visible when creating an appointment would show as 7:00am, 8:00am, 9:00am, etc. 

If the individual service duration differs from the service category duration, then the individual service duration (entered here) will take precedence.

6. Optionally enter a brief description that will be visible to staff and customers when creating the booking.

7. Select a Calendar Display Color. This color will show throughout the business portal for any pets booked under this service.

8. For Hide this service from app and web appointment, only toggle this on if customers should not see this service. For display pricing details in app and web link, toggle this on if customers should see the price of the services in this service category.   

9. If this service should be eligible for commission, toggle on Do you want to enable sales commission for this service?. If this service requires more than one person and all people need to be assigned for commission purposes, toggle on Do you want to add assistants for this service?. When you have confirmed all the settings, click Add.

More Information

For more information on setting up a Staff-Based Service Category, please refer to this article: Set Up Staff-Based Service Category (Grooming, Training)

For more information on Add-On Services, please refer to this article: Primary Service Add-Ons and Linked Add-Ons

For more information on Pricing and Deposits, please refer to this article: Set Up Pricing & Deposits

For more information on Service Category Hours, please refer to this article: Configuring Service Category Hours