SimpleSpa Documentation Current release v4.734

Services are the core when using SimpleSpa, creating a service allows you to create appointments and record/process transactions with the SimpleSpa POS

When adding a service, you can set the specifics of that service in the system including name, price, duration and notes besides other settings listed listed bellow

Adding Service Categories

Before a service can be added, a service category is required so that the service can fall under it, press the Add Category button, and you will be able to create a category name, once the category has been added, you can then add a service within that category by navigating to that newly added category listed under

Editing Service Categories

To edit any service category, press the button, this will bring up a popup to edit the name of the category and the color coding (color coding set here will override status color codes until an appointment has been paid/completed), you can also manage Experience Levels which allows you to set experience/custom based pricing which can then be assigned to the staff (please populate all your services before adding experience levels)

Adding Services

Within the category press the respective for that category to add a service within that category

Editing Services

To edit a service, press the button, the new popup will allow you to adjust all the available fields per service selected

SimpleSpa allows you to customize various settings for each staff/provider including:

Name

This will be the service name that you and your clients can refer to

Category

This is the assigned category of this service, you can click and select another category from the dropdown

Price

This is the retail price for the service

Special

If the service is on a special price, you can set the special price here which will indicate on the Online Booking and the POS that this is a special priced item

Enable Commissions

Toggling this on will allow commissions to be allocated towards your staff for this service, note that commissions will be allocated from the moment it is toggled on and going forward, in the event that commissions had been toggled off during a previous period; then no commissions during that period for this service will be allocated

Charge per minute

During checkout SimpleSpa will calculate the total Duration X Price to calculate the total for the service, this is ideal for services that are timed like a Tanning Booth

Requires Resource

see Assigning Resources to a Service

Duration

This is the total duration that this service will take to be completed, if you require preparation time then you should include that in the duration

Staff Required

Default all services require 1 staff, if you are offering a service like a Couples Massage with two providers, then you can set this as staff required to 2, this is effective for your online booking which will require and allocate 2 staff for that service to be booked

Notes

Rich text notes can be added here, and provide a description of the service being offered. The notes will appear during the online booking process, and can serve as a guide for the service

Show Online

Toggle this on for the service to be available online, toggle this off for the service to not display online

Hide Duration

Hide the service duration from your clients, businesses choose to toggle this on when the service may require pre/post preparation. You can add the service duration manually in the service name to override the actual duration (consider removing the duration tag in the email notifications)

Downtime

For multi-appointments booked online; this is the amount of client downtime and is typically used for Salons, i.e. if a client has booked for Hair Coloring there will be downtime for the client but the provider will be available, if the client attempts to book an additional service online we will show the next available slot after the service downtime. Note that other clients can book during a client downtime towards that staff.

Forms

see Adding Form(s) to a Service

You can add existing form or forms to the service, select the service you would like to add a form and then press the Form button, once a form has been added, any appointments booked for that service will now include the forms. If a service has been booked online the respective forms will automatically show at the end of the online booking process. Emails can include forms using the [FORMS] tag in the email reminder and online booking templates, see sending forms for more details.

If you have resources setup, you can quickly add those by toggling the Requires Resource checkbox. Once that has been toggled a new area will appear to add the available resources to the service. If a service has been set to require resource(s), then SimpleSpa will only allow bookings to be completed online if the resource is available. In the calendar you can create overbook with an already allocated resource, but SimpleSpa will bring up a warning and the color of the appointment will be in light red indicating that a resource is not available for the service.
Resources are typically used for finite equipment, machines and rooms to avoid double bookings. When resources are available, you can quickly toggle a resource calendar view by clicking on the View Dropdown in the appointments page.