Create a service

The service wizard is the main way to publish bookable offerings. Full create mode has five steps; Summary is the only step that finalizes create or update.

Resource-aware setup

When at least one Bookable Resource type is enabled, Add service first asks what provides capacity. Choose a team, a resource, or both. For a resource-backed service, choose one resource type; later you can link several categories and assets of that type.

• Vehicles start with daily pricing and driver settings.
• Accommodations, rooms, and pitches start with nightly pricing, guest counts, and 15:00 / 11:00 check-in/out.
• Resource-only services containing only daily or nightly options default to Always available — no service schedule. The Availability step remains visible so you can change the mode.
• Daily and nightly options are continuous reservations; session and repeated-slot controls apply only to hourly options.
• Capacity type and Bookable Resource type are fixed once the service is created. Create a new service if either setup choice must change.
• Fixed-location resources such as accommodations, rooms, and pitches automatically use each resource's location, so the service wizard does not show a separate Locations selector.

Wizard map

Step 1 — Basics

• Name (required)
• Description (optional) — helps customers understand the Service
• Service image for portal and widgets
• Visibility — always visible, time-limited with optional countdown, or internal/draft

Step 2 — Offer

This step owns commercial and booking rules:

1. Booking format — single vs multiple receivers; single vs multiple reservations
2. Price — fixed, tiered, or quotation (details)
3. Service options — variants, durations, multi-session packages, slot intervals
4. Introductory offers — first-visit pricing with eligibility rules (details)
5. Discounts — special and multi-booking sets linked from Settings (overview)
6. Payments and refunds — payment terms, enabled methods, and refund policy (business default, custom for this Service, or no automatic refunds)

Step 3 — Delivery

Choose how the service is delivered:

• At a venue (your location)
• On-site (customer address, with coverage rules where configured)
• Remote (e.g. phone or video)

Use the quick-add bar at the top of Delivery to add venues, on-site areas, remote options, or teams without leaving the wizard.

Teams come first, then locations. When you have more than five teams or more than five locations, this step becomes a filter: pick teams, then locations linked to those teams. Turn on Show all locations to see unlinked places; the wizard warns when a selected team is not assigned to a location and links you to the location page to fix assignments.

With few teams and locations, Delivery lists what exists and Availability derives the final scope from the schedules you add.

Step 4 — Availability

Choose Always available — no service schedule or Use a service schedule. Always available skips only the service schedule: assigned team/resource hours, time off, location hours, bookings, buffers, and capacity still apply. Saved schedules are kept if you switch modes. In scheduled mode, use the Schedule composer to add recurring or one-off hours. See Service schedules.

The system creates slots automatically from the overlap of:

• Location availability (business hours)
• Team availability (employee hours on assigned teams)
• Service schedules you define in this step

When several teams and locations are available at the same time, customers see slots until all parallel teams are booked — capacity is shared across eligible teams at that moment.

Warnings call out missing teams, empty schedules, or multi-session options whose follow-up sessions cannot be placed.

Step 5 — Summary

Review cards for basics, offer, delivery, teams, locations, visibility, and schedules. Fix warnings such as:

• Missing price on fixed-price services
• No schedule
• Selected team with no available members

Submit here to publish.

After publishing

• Test in the customer portal
• Add to a booking widget
• Confirm payment gateways if customers pay online

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