This article will guide you through creating a service (one-on-one training, private appointments, consultations, or similar offerings) so that you can schedule employees to provide the service.
Content
Before You Begin
Requirements
You must have a Master Admin login or a staff login with the following permissions:
- Club Setup: Can Access Setup
- Club Setup: Can Access Services Setup
Important Notes
- Services can be configured as either Physical or Virtual.
- A booking policy should be assigned to every service.
- Services can require session credits before clients are allowed to book.
- Services must be available for booking before they can be scheduled.
- Virtual services can include a virtual meeting link.
Create a New Service
1. Service: Navigate to the Setup tab, Scheduling section, and select Service.
- Add The New Service: Enter your Service title for your new Service. To add it your list click Add The New Service.
- Existing Services: Click the edit pencil icon to continue editing the existing Service.
2. Updating Service Settings
- Service Name: At any point you can change the title of the Service.
- Service Description: If desired, enter a description of the Service.
- Disabled: Put a check in the disabled box if you wish to discontinue offering this Service.
- Sales Tax Schedule: Select if this Service is taxable.
- Available For New Bookings: This will let you know if your Service is able to be booked. If this says NO, you will be able to click for more information.
- Color On Schedule: Select the color you would like this Service to show up on the schedule grid view.
- Uses Booking Policy: Select a booking policy. To learn how to create a new booking policy, click here.
- Service Is A Sales Consult: Select if this is could be used as a sales consult.
- Customers Can Book Online: Select whether or not you wish clients to book this on line.
- Must Have Session Credits To Book: Select whether to enforce a client having a session credit in order to be booked into the Service.
- Automatically Log Bookings: You may choose to use the default settings (from Setup Scheduling> General Settings), or apply a custom setting for this Service.
- Allow Cross Club Bookings: If this Service can booked in multiple locations within your chain, select Yes.
-
Instructor Free Service?: Allows you to set up Services without immediately assigning an instructor, making it easier to schedule, manage, and update offerings before finalizing staffing details.
- While enabled, the Employee tab will no longer be available for the specific Service.
- This feature is only available in the Bookings (new UI) and your Instructor Free Service will require a Room assignment in order to appear on you schedule.
- Location Type: Select if the Service will be Physical or Virtual (this option will allow you to add a virtual meeting link).
- Booking Time Rules For This Service: You can enforce Service bookings to only be made at certain 15 minute increments within the hour.
- Update Settings: Click this button to save your settings.
3. Setting Up Session Lengths: You will be able to add a new session length under this tab. Any existing session lengths will appear in a list at the bottom of the page and may be adjusted by selecting the edit pencil.
- Session Length: Select the session length from the drop down menu.
- Session Standard Price: This is the standard price, (What the client pays), if you were to sell just one session at this length. This may be overridden by the package settings.
- Session Standard Cost: This is the standard (What you pay staff)
- Payroll Code: If one is entered, it will show in the detailed version of the Session Payroll and Time Clock Reports. This can be used for studios own accounting purposes.
- Available For Custom Paid In Full (PIF): If you wish this Service to be available when selling a Custom Paid In Full agreement, you will select Yes and also set your minimum and maximum price.
- Initially Disabled: Check this box if you ever wish to disable this Service.
- Add The New Session Length: To save your changes.
Use Cases
1. Creating a Personal Training Service
- A club wants to offer 30-minute and 60-minute personal training appointments.
- A staff member creates the service and adds multiple session lengths.
- Result: Members can schedule the appointment length that best fits their needs.
2. Offering Virtual Coaching Sessions
- A coach wants to meet with clients remotely.
- A staff member creates a service and sets the Location Type to Virtual.
- Result: Clients can book online coaching appointments with a virtual meeting link.
3. Requiring Session Credits Before Booking
- A club sells prepaid training packages and only wants eligible members booking appointments.
- Staff enable Must Have Session Credits To Book.
- Result: Clients must have available session credits before scheduling the service.
4. Creating a Consultation Service
- A club offers complimentary fitness consultations for prospects.
- A staff member creates a service and marks it as a Sales Consult.
- Result: Consultations can be tracked through sales-related reporting and dashboards.
Frequently Asked Questions
Q: What is the difference between a service and a class?
A: Services are typically one-on-one or appointment-based offerings, while classes are designed for multiple attendees.
Q: Can I create multiple session lengths for the same service?
A: Yes. A single service can have multiple session lengths with different pricing and costs.
Q: Can clients book services online?
A: Yes, if Customers Can Book Online is enabled.
Q: Can I require session credits before booking?
A: Yes. Enable Must Have Session Credits To Book within the Service Settings.
Q: Why does my service show "Available For New Bookings: No"?
A: The service is missing one or more required configuration settings. Select the field for additional details about what needs to be completed.