Service Overview
The Service feature lets you manage and sell non-physical offerings. These include appointments, bookings, and service packages. You get flexible tools for scheduling, customization, and tracking.
What is a Service?
A service is any non-tangible offering you provide. Services can be scheduled, assigned to staff, and customized with options or add-ons.
Examples:
- Salon and Spa: Haircut, Massage, Facial
- Automotive: Car Wash, Oil Change, Detailing
- Professional: Consulting Session, Training Package
- Events: Birthday Party Package, Room Rental
Key Benefits
- Centralized service catalog -- Manage all your services and packages in one place.
- Flexible scheduling -- Book appointments, manage calendars, and assign services to staff.
- Customizable options -- Add modifiers or add-ons such as extra time or premium products.
- Bundling -- Create service packages or combine multiple services for special offers.
- Staff assignment -- Assign services to specific team members for better organization.
- Pricing control -- Set prices, discounts, and taxes for each service.
- Sales insights -- Track service performance and booking trends.
How Services Compare to Products
Services use the same form structure as products. They share the same tabs and most of the same fields. The key difference is that services replace the Inventory tab with an Attribute tab for duration settings.
Like products, services support:
- Categories for grouping
- Modifiers for add-on options
- Pricing with special price date ranges
- Tax classification
- Media images
- Bundle items for service packages
Form Structure
When you create or edit a service, the form is organized into tabs:
- General -- Name, SKU, Barcode, type, categories, and description.
- Attribute -- Duration and duration period (replaces the Inventory tab used by products).
- Media -- Upload service images.
- Modifiers -- Attach add-on options to the service.
- Pricing -- Base price, cost, and optional special pricing with date ranges.
- Tax -- Tax class and tax rule.
Field Explanations
Below is a breakdown of every field available when creating or editing a service.
| Section | Field | What it Means | Required | Possible Values | Example |
|---|---|---|---|---|---|
| General | Enable | Controls whether this service is active for sale. | Yes | Yes, No | Yes |
| Availability | Controls whether this service is available for purchase. | Yes | Yes, No | Yes | |
| Name | The service name. | Yes | Any text | Thai Massage | |
| SKU | A unique internal code for tracking. | No | Any text | massage-001 | |
| Barcode | A scannable barcode value for the service. | No | Any text | 4901234567890 | |
| Type | The type of service. | No | Simple, Bundle | Simple | |
| Categories | The group this service belongs to. | No | Categories in the store | Massages | |
| Description | Short details about the service. | No | Any text | Relaxing massage | |
| Attribute | Duration | How long the service takes. | Yes | Any number | 1 |
| Duration Period | Unit of measurement for duration. | Yes | Minute, Hour, Day, Week, Month, Year | Hour | |
| Bundle Items | Bundle Items | Combination of simple services for a package. | Yes (if Type is Bundle) | Services in the store | Thai Massage, Swedish Massage |
| Modifier | Modifiers | Additional options for the service. | No | Modifiers in the store | Add On, Sizes |
| Media | Media | Images related to the service. | No | Image files | /images/massage.png |
| Pricing | Price (Inclusive VAT) | Base selling price. | Yes | Any number | 150 |
| Cost | Cost of the service. | No | Any number | 20 | |
| Enable Special Price | Turns on special pricing. | No | Yes, No | Yes | |
| Special Price | Discounted price for the service. | Yes (if Special Price is enabled) | Any number | 18 | |
| Special Price Start Date | Start date for the special price. | No | Date | 2023-10-01 | |
| Special Price End Date | End date for the special price. | No | Date | 2023-10-31 | |
| Special Price Present | Makes the special price permanent. | No | Yes, No | No | |
| Tax | Tax Class | Tax classification for the service. | Yes | None, Taxable goods | Taxable Goods |
| Tax | Tax rule applied to the service. | Yes (if Tax Class is Taxable Goods) | Tax rules in the store | General Tax |
Best Practices
- Use clear, descriptive names and images for your services.
- Group services logically for easier booking and management.
- Keep schedules and staff assignments up to date.
- Use modifiers and packages to offer more value.
- Review prices and descriptions regularly for accuracy.