Adding and Editing Service Groups

Service Groups are categories that organize the services you provide for convenient access in scheduling, reporting, etc. All the individual services you offer must fit into one of the groups you create here.
 

From the Available Tab add a Standard Group to your Assigned List:
·        Click on the green circle icon next to the Group you want to add.
·        Go back to the “Assigned” tab and click on the name of the new Group.
·        Assign a Sort Order and Online Priority to this group.
·        Click Save.


New Custom Groups:
If your business has a group of services not covered by the standard groups, you can create a group and name it anything you like.

1.    Click on New Custom Group and fill in all required fields.
·        Service Group Name: The name that will appear on schedules, reports, etc
·        Service Category: Select a category from the drop-down box which best fits your group
·        Sort Order determines in what order the groups will appear for scheduling appointments and in reports, etc. You’ll want your most popular groups to be first, second, third, etc. so they’re the most easily accessible
·        Online Priority is the order in which you want clients to book online; for example Color before Haircut.
  Order its in online
2.    Click Create

Access: Manage> Basic Settings> Service Groups

Edit a Service Group:
1.    Click the Assigned tab. These are the Service Groups you selected during the setup.
2.    Click on the name of the Group you want to change.
3.    In the screen that comes up, change any fields you wish.

·        Service Group Name: The name that will appear on schedules, reports, etc
·        Service Category: Select a category from the drop-down box which best fits your group
·        Sort Order determines in what order the groups will appear for scheduling appointments and in reports, etc. You’ll want your most popular groups to be first, second, third, etc. so they’re the most easily accessible

·        Online Priority is the order in which you want clients to book online; for example Color before Haircut.  Order its in online
4.    Click Save.

Deleting a Service Group:
1.   Click on the Assigned tab. These are the Service Groups you selected during Setup.
2.   Click on the name of the Group you want to cancel or delete.
3.   Make sure there are no services listed for this Group. All services must be deleted or moved to another Group before canceling a Service Group.
4.   Click Delete.


 



 

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