Services & Add-ons

Create and manage your service menu, organize services into categories, configure pricing and duration, and offer add-ons to increase revenue.

Overview

Services are the core of your business in Receptioner. They represent the treatments, appointments, or activities that customers can book. Each service has its own pricing, duration, and can be assigned to specific staff members and resources.

The Services feature allows you to:

Create and manage your complete service menu
Set flexible pricing and duration for each service
Organize services into categories for easier navigation
Enable couple or group bookings for specific services
Offer add-ons to upsell additional treatments
Assign services to specific staff members and resources
Link smart forms to services for intake information

Service List

The Services page displays all your services organized by category. From here you can view, edit, and manage your entire service menu.

Viewing Services

Services are displayed in a list view, grouped by their assigned categories. Each service shows its name, price, and duration at a glance. Click on any service to open its details and make changes.

Adding New Services

Click the add button (+ icon) to create a new service. You'll need to provide at minimum a name, price, and duration. Additional settings like description, photo, and category assignments can be configured after creation.

When you create a new service, it is automatically assigned to all existing staff members. You can adjust staff assignments in the Staff Management section.

Creating Services

Each service has several configurable fields that define how it appears to customers and how bookings are handled.

Basic Information

The following fields are available for each service:

Name (required) — The service name displayed to customers during booking
Price (required) — The cost of the service in your configured currency
Duration (required) — How long the service takes in minutes
Description — A detailed description shown to customers on the booking page
Photo — An image representing the service, displayed in the booking interface

Service Photo

Upload a photo to visually represent your service. Photos help customers understand what to expect and make your booking page more appealing. For best results, use high-quality images that clearly represent the service being offered.

Linked Forms

You can link smart forms to services to collect additional information from customers. When a customer books a service with a linked form, they will be prompted to complete the form before or after their appointment, depending on your form automation settings.

Use linked forms to collect health information, consent forms, or intake questionnaires specific to certain services.

Service Categories

Service categories (also called service groups) help organize your services into logical groupings. This makes it easier for customers to find what they're looking for when booking.

Creating Categories

Create categories to group related services together. Each category can have:

Name — The category name displayed to customers
Description — Optional description explaining the category
Photo — An image representing the category
Linked Forms — Forms that apply to all services in this category

Assigning Services to Categories

A service can belong to multiple categories. When editing a service, select which categories it should appear in. Services without any category assignment will appear in an "Uncategorized" section.

Category Display Order

Categories can be reordered to control how they appear on the booking page. Drag and drop categories to arrange them in your preferred order. The most popular or important categories should typically appear first.

If you link a form to a category, that form will be sent to customers who book any service within that category, in addition to any forms linked directly to the service.

Couple & Group Bookings

Enable couple or group bookings for services that can be performed on multiple people simultaneously. This is ideal for couples massages, group treatments, or any service where customers want to book together.

Enabling Couple Bookings

Toggle the "Allow Couple Bookings" option in the service settings to enable this feature. When enabled, customers will have the option to book the service for two people at once.

Couple Pricing

You can set a special price for couple bookings that differs from the standard single-person price. This allows you to offer a discount for couples or charge a premium for the additional service.

No special price — The couple booking costs double the regular price
Custom couple price — Set a specific price for the couple booking

Couple bookings require two staff members to be available at the same time. Make sure you have adequate staffing before enabling this feature for popular services.

Service Add-ons

Add-ons are optional extras that customers can add to their booking. They're a great way to increase revenue by offering complementary treatments or upgrades.

Add-on Groups

Add-ons are organized into groups. Each add-on group can be linked to specific services or service categories. When a customer books a linked service, they'll be offered the add-ons from that group.

Each add-on group contains:

Name — The group name (e.g., "Massage Upgrades", "Extra Treatments")
Description — Optional description for the group
Image — Visual representation of the add-on group
Linked Services — Which services show this add-on group
Linked Categories — Which service categories show this add-on group

Creating Add-ons

Within each add-on group, create individual add-ons that customers can select. Each add-on has:

Name — The add-on name shown to customers
Description — Details about what the add-on includes
Price — Additional cost for the add-on
Duration — Extra time added to the appointment (in minutes)
Image — Visual representation of the add-on

How Add-ons Work

When customers book a service that has linked add-on groups, they'll see the available add-ons during the booking process. They can select multiple add-ons, and the total price and duration will be updated accordingly.

Popular add-ons include extended treatment time, aromatherapy upgrades, hot stone additions, or complementary mini-treatments. Consider what extras your customers frequently request.

Resource Assignments

If your business uses resources like treatment rooms or equipment, you can assign them to specific services. This ensures that when a service is booked, the required resources are also reserved.

Assigning Resources

When editing a service, you can select which resources are required for that service. During booking, the system will check that both a staff member and the required resources are available.

Resource Availability

Resources work alongside staff availability. A booking can only be made when:

At least one assigned staff member is available
All required resources are available
The time slot fits within working hours

Resources are managed separately in the Resources section. Make sure to create your resources before assigning them to services.

Staff Assignments

Control which staff members can perform each service. This is managed from the Staff Management section rather than the service itself.

How Staff Assignments Work

Each staff member has a list of services they can perform. When customers book online, they will only see staff members who are assigned to their selected service.

Default Behavior

When you create a new service, it is automatically assigned to all existing staff members. When you create a new staff member, they are automatically assigned to all existing services. You can then adjust these assignments as needed.

Review staff assignments regularly, especially when adding new services or staff members, to ensure customers see the correct availability options.

Display Order

Control the order in which services appear on your booking page. Services can be reordered within their categories to highlight your most popular or profitable offerings.

Reordering Services

Use drag and drop to reorder services within the service list. The order you set here is reflected on the customer booking page. Place your most popular or recommended services at the top for better visibility.

Category Order

In addition to service order within categories, you can also reorder the categories themselves. This gives you full control over how your service menu is presented to customers.

Consider placing your signature services or best-sellers at the top of each category to maximize bookings for your most profitable offerings.