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Modify Bulk Services

  • Last Updated: March 10, 2021

Groups of Services can be modified in bulk, making price modification and category changes a breeze! Use the “Modify all list services” function to accomplish these tasks.

Steps to bulk modification: First group a list of services together in “Services List”.  Then use “Modify all list services” to apply changes to the group.

  1. From Home, tap Items.
  2. Choose Service List.
  3. Use “Search” or “Advanced services search” to gather a group of services together. 
  4. View the services displayed, scrolling through the entire list to confirm that all services are intended.
  5. Select Modify all list services. 
  6. Enter changes. See a detailed list of options below. 
  7. Click OK. 
  8. You will be prompted twice to confirm if you wish to modify all list services. Click Yes to confirm. 
  9. When prompted enter your Admin PIN. Entering your PIN finalizes changes.
  10. Changes will appear within each service record.
Bulk Price Changes

Price changes can be applied in bulk.  Exatouch gives you the ability to either increase or decrease the price of a group of services in dollar increments or by percentage.

These are settings for bulk price changes:

Salon Scenario 1: A popular salon is increasing the price of their coloring services by $10.  “Search” is used to gather a list of services in the “Coloring” category.  Prices are increased by $10 per service item on the “Modify all list services” tab using these settings: 

Notable Fields

These options may be applied in bulk to a group of services:

  • Time:  Scheduled time slots can be applied in bulk.
    • Example: A salon is setting up times for various services so they can be scheduled effectively. They determine that all mens and boys cuts take 15 minutes.  Instead of applying a 15 min slot to each individual service, they pull up a list of all mens and boys cuts using “Advanced services search”.  They use “Modify all list services”  to apply a “15” minute time unit to all those services. Assigning time slots in bulk is a real time saver!  These are the settings applied:
  • Price: Prices increase or decrease in dollar increments or percentage increments
  • Category
  • Subcategory
  • User Defined Reporting: Drive to report: Choose “Business Overview Report” and/or “Snapshot Reports” to display data for the selected list services.
  • Tax: Taxes can be applied in bulk to select services. Choose which tax group. General taxes, per unit taxes, and pre or post-taxes can be applied in bulk. Tax settings are defined in Settings. See: Set General Taxes 
    • Example: Scenario 2: The county has voted in a new tax for all salon and spa services. Salons can easily apply this tax to all their services by using “Modify all list services”. After displaying a list of all services in Services List, they select “Modify all list services” and apply Tax Group A:  County Tax. These are the settings:
  • Visible on register
  • Display color
  • Refundable
  • Cash Discount: Enable cash discounting for a group of services by enabling this setting. See: Enable Cash Discounts

  • Tip! Promos are easy to apply to a group of service items!  Bulk Promos are a subset of “Modify all list services”, located on the “Promo” tab. For more information on creating Item-Level Promos for service items, see: Create Item Level Promos
  • Note: Historical pricing can be applied to a group of services. Historical Pricing is a subset of “Modify all list services”, located on the “Historical pricing” tab. See: Historical Pricing
  • Also see: Modify Bulk Items

Popular With

RetailSalon/Spa

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Related Topics

  • Menu Setup & Management
  • Services
  • Adding & Managing Items

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