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How to use the Services Schedule Module

  • Last Updated: June 18, 2024

Schedule services for a customer in the Services Schedule module. The Services Schedule module brings together several components: service items, staff schedule, and customer information.

Services schedule module highlighted

Prepare the following before making a customer appointment:

  • Add service items to your database
    Service items are non-tangible goods provided to your customers. Service items are the services you schedule for your clients.
    See: Add a Service
  • Assign service items to staff members
    Link service items to the staff members who provide the service.
    See: Add Staff to a Service Item
  • Create a work schedule for each staff member
    Work schedules are created for each staff member so appointments with clients can be booked according to staff availability.
    See: Create a Staff Work Schedule

Once these components are in place, appointments can be scheduled for a customer.  See:  Book an Appointment

Popular With

Salon/Spa

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Related Topics

  • Set Shifts and Schedules
  • Services
  • Assigning Staff to Work Schedules
  • Appointment Scheduling
  • Appointment Communications

Related Articles

  • Add a Service

    Last Updated: March 12, 2024

  • Add Staff to a Service Item

    Last Updated: June 21, 2024

  • Create a Staff Work Schedule

    Last Updated: September 27, 2022

  • Book an Appointment

    Last Updated: October 10, 2022

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