Create a service
Walk through the five-step service wizard — basics, offer, delivery, availability, and summary.
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.
Wizard map
| Step | Name | What you configure |
|---|---|---|
| 1 | Basics | Name, description, image, visibility |
| 2 | Offer | Booking format, pricing & options, payment terms, discounts, trials |
| 3 | Delivery | Venue, on-site, remote; teams and locations in scope |
| 4 | Availability | Schedules (service schedules) |
| 5 | Summary | Review cards, readiness warnings, publish |
Editing from the service detail page opens the same steps in focused modals (Basics, Offer, Delivery, Availability) without walking the full wizard.
Step 1 — Basics
- Name and description (required)
- 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:
- Booking format — single vs multiple receivers; single vs multiple reservations
- Price — fixed, tiered, or quotation (details)
- Service options — variants, durations, multi-session packages, slot intervals
- Discounts and trials — special discounts, multi-booking tiers, trial pricing
- Payments and refunds — payment terms, enabled methods, refund rules
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
Use the Schedule composer to add recurring or one-off hours. See Service schedules for a full guide to recurrence, scope, and exceptions.
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