ServEaseDocumentation

Service details

Understand a saved service’s operational state, activity, fulfilment, and effective setup.

Open any service from Services to reach its detail page. This is the long-lived home for one offering after the initial wizard.

Identity and primary actions

Typical actions include:

  • Book for customer — start a booking with this service selected
  • Edit service — reopen the full setup wizard
  • visibility and price badges — confirm what customers can currently see and buy

Operational health and pulse

Operational health highlights saved conflicts that may affect booking or fulfilment. Availability overrides appear as cautions. Informational differences do not make the whole service unhealthy.

Operational pulse shows trustworthy facts for the labelled 30-day periods, such as the next booking, next available time, and report-backed activity. An unavailable value means access or data is unavailable; it is not a zero.

Operational destinations

Use the destination navigation below the service identity to move between Overview, Offer & Pricing, Fulfilment, Availability, Bookings, Customers, the service’s booking subjects (for example Guests or Patients), and Transactions. Each destination has its own URL, so refresh, Back, Forward, and shared internal links retain the selected workspace. Destinations you cannot read are omitted; opening one directly shows an access message.

Customer always means the purchaser or account holder. Custom service vocabulary applies only to what is booked.

In Customers, search and page through account holders who own at least one booking for this service. Each Customer appears once even when they have several bookings or booked for several subjects. Open a Customer to review their canonical profile, then use Back to Service Customers to restore the same filters and page.

In the booking-subjects destination (labelled with your service’s effective vocabulary, such as Guests, Students, Patients, or Vehicles), search and page through people, vehicles, or other supported subjects linked through at least one non-deleted booking for this service. Each subject appears once even when used in several bookings. The Customer column stays labelled Customer and remains the purchaser or account holder. Open subject or Customer details, then return to the same filters and page. Insight totals are not shown when no period-defined Service report exists.

Effective setup

Setup status answers whether the saved service is intentionally and sufficiently configured. It is separate from Operational health: a service can be operationally healthy while Setup status recommends reviewing a saved rule. The card distinguishes Ready, recommendations, attention, blocking, unavailable evidence, and stale evidence. Valid inherited defaults remain Ready.

Expand only the outcome you need:

  • Customer experience
  • Fulfilment
  • Offer / Price and Options
  • Availability
  • Payments and promotions

Each disclosure has a focused Edit action. Closing a focused editor returns you to the action that opened it.

Edit impact warnings

When you save changes to an existing service, ServEase classifies what will change:

  • Safe / presentation — name, description, or image updates that do not interrupt save.
  • Future-only — pricing, promotions, or visibility that affect new bookings and discovery, without rewriting existing booking amounts.
  • Availability — schedules, buffers, duration, or fulfilment scope that change future bookable slots.
  • Existing bookings require review — for example removing a Team or Resource that future bookings still reference, changing refund or cancellation cutoff rules (applied when a cancellation is requested), or reducing capacity. Existing bookings are not cancelled or moved automatically.
  • Blocked — changes the system cannot save (such as capacity type after create, or widening a Resource rule).

Impactful changes ask for an explicit confirmation. Counts of affected future bookings are assessed at review time and may change before you save.

At the bottom of Service details, open Customer page and booking link, then click Generate page to build a customer-facing service overview page for this offering:

  • Pick a page template and colour palette for the link (not saved to the service).
  • Show page — preview in a new tab.
  • Copy short link — shareable URL (https://{workspace-id}.api.servease.io/o/{code}) that redirects to the overview on your widgets host.

Visitors on the live overview can also use Link share (Share this page / Share link) to copy the same style of short link.

Health and warnings

The detail page may surface a saved operational conflict (for example an unavailable Resource, invalid fixed Location, or Team without members). Use the adjacent Edit action to open the relevant configuration.

Customer-facing check

After changes, test the service in the customer portal or a booking widget.

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