Sell services and take bookings

Steps

1. 1

   Step 1 of 6

   Add a service

   Open Store → Services and press + Add service. Give it a name and a short description.

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2. 2

   Step 2 of 6

   Choose how it is priced

   Under How this service works, pick Fixed price, Hourly rate or Quote per job, and enter the price or hourly rate if it has one.

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3. 3

   Step 3 of 6

   Set the time and place

   Enter How long it takes (minutes) and pick Where it happens: At our premises, At the customer's address or Remote. An on-site job asks the customer for an address.

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4. 4

   Step 4 of 6

   Let customers book a time

   Tick Customers pick an appointment time to show a slot picker. Then set Notice needed (hours), Gap between jobs (minutes) and Jobs at the same time. Leave it unticked if you arrange times by phone; the job still lands on your board.

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5. 5

   Step 5 of 6

   Add materials, if the job uses stock

   Under Materials it uses, press + Add a material for any product the job uses up. Keep Included in the price ticked if the price already covers it. Stock comes off when a job is booked.

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6. 6

   Step 6 of 6

   Save and follow your jobs

   Press Create service. Bookings appear in Services → Jobs, where you assign and move each job along; Services → Schedule shows the week's scheduled work.

   Do it in your portal