ServEaseDocumentation

Service options and pricing models

Service options, fixed and tiered pricing, quotations, multi-session packages, and slot intervals.

Most commercial rules live in the wizard Offer step, not in Basics.

Booking format (Offer)

Before price, the Offer step defines how customers book:

Single vs multiple receivers

  • Single receiver — one person, vehicle, or unit per booking (e.g. a haircut, one car serviced).
  • Multiple receivers — several receivers on one booking (e.g. family members, a fleet batch). You can set limits per booking or per customer where supported.

Single vs multiple reservations

  • Single reservation — one visit or one session completes the booking.
  • Multiple reservations — a series of visits on one booking (e.g. a course of treatments, a package of sessions). Minimum and maximum visit counts and series rules are configured in Offer.

Pricing model types

ModelWhen to use
FixedA fixed base price for the service
TieredPrice bands built from fixed amounts, a percentage of the total, and unit price — for example when the customer selects extra quantity (books, area to cover, additional materials)
QuotationPrice confirmed after review; customer may book pending acceptance

Fixed-price services need an amount before customers can complete checkout. Quotation services clearly show that the final price follows staff approval — no charge is created until staff sends a quote. Tiered services may ask for quantities (for example distance or item count) during booking; those values are stored on the booking and used for the locked total.

Service options (variants)

Many services expose options — different durations, packages, or add-ons under one service.

By default the system creates one option whose name matches the service name. That option is treated as the main service. Adding more options or renaming the default option makes the system treat them as variants of the service.

  • Each option can have its own fixed price adjustment and duration
  • Options can use single-session or multi-session timing (see below)
  • Options share delivery and schedule scope from the parent service unless narrowed in setup

Example: a 60-minute service costs €100 and a 90-minute variant costs €120. Set the service base price to €100, leave no price adjustment on the 60-minute option, and set a €20 price adjustment on the 90-minute option.

Preparation and cool-down time

Each variant can include preparation time and cool-down time — extra minutes before or after the customer-visible slot (not shown as bookable time). Use these for tasks such as setup, notes after the visit, or cleaning tools.

Multi-session options

Use multi-session when one customer choice must book several required sessions (e.g. a two-day workshop):

  • Sessions can fall on the same day or on different days
  • The package price is on the first session; follow-up sessions in the series are stored at zero for reporting
  • Customers pick the first session from the schedule; later sessions are included in the package
  • Every follow-up day/time must fit team, location, and schedule rules or no anchor slots appear

See Booking series and recurring for how series appear in admin.

Single-session slot intervals

For standard one-session options:

  • Offer single slot — one start time per schedule window (interval equals duration)
  • Offer multiple slots — repeating starts inside the window (e.g. 60-minute service every 30 minutes)

Introductory offers

Introductory offers replace the legacy Trial sessions control. Use them in the wizard Offer step to encourage first-time bookings — for example a trial lesson, assessment, consultation, or any custom first-visit promotion.

Each service supports one introductory offer. When a customer qualifies, the offer is applied automatically; customers do not enter a code or turn it on manually. Eligible customers see the offer name and adjusted price in widgets, the customer portal, booking summaries, and admin views.

How to set up

  1. Open Services, create a service or edit an existing one, and go to the Offer step (or Edit offer from the service detail page).
  2. Expand Introductory offer and turn on Enable introductory offer for this service.
  3. Choose how the offer appears to customers, set pricing, and configure eligibility rules.
  4. If Pricing scope is Per service option, open the Options section in the same Offer step and set an introductory price on each option that should advertise the offer. Options left blank are not promoted with this offer.
  5. Save the service. The offer applies on the next eligible booking — no discount code required.

Offer appearance

  • Offer name — pick a preset (Trial, First lesson, Assessment, Consultation, Discovery session, Intro visit, Open day) or choose Custom name for your own label. Presets and custom names can be translated for widgets and the customer portal.
  • Customer-facing description — optional short text explaining the promotion (for example “Your first lesson at a reduced price”).

Pricing

  • Pricing type
    • Free — the introductory booking costs nothing.
    • Fixed price — charge a set amount regardless of the regular service price.
    • Fixed discount — subtract a fixed amount from the regular price.
    • Percentage discount — reduce the regular price by a percentage (up to 100%).
  • Pricing scope
    • Entire service — one pricing rule for all options; enter the amount (or percentage) once.
    • Per service option — set introductory pricing individually on each option in the Options section. Options without a price are not advertised with this offer.

Introductory pricing is calculated before promo codes are evaluated. Special discounts and multi-booking discounts are separate reusable tools.

Eligibility rules

All enabled rules must pass for the offer to apply:

  • Maximum per customer — how many times one customer can use this offer (defaults to 1 when empty).
  • Maximum per receiver — optional cap per booked receiver (person, vehicle, unit, etc.) on multi-receiver services.
  • Only customers registered before — optional cutoff datetime; only accounts created before that moment qualify.
  • Offer window after sign-up (hours) — optional limit from account creation; after this many hours the customer can no longer claim the offer.
  • Customer has never booked this service — first-time bookers only at service level.
  • Customer has never booked this service option — first-time bookers for the selected option only.
  • Receiver has never booked this service — each receiver must be new to this service (useful for family or fleet bookings).

Leave numeric limits empty for unlimited use where the field allows it.

Customer experience

When eligible, customers see badges and adjusted totals automatically during booking. If they no longer qualify (for example they already used their one introductory booking), the regular price applies with no manual step.

Configure special discounts and multi-booking discounts in the same Offer step or under Settings → Discounts; see Discounts and promotions.

Payment timing (prepaid, postpaid, subscription) is separate — see Pricing and payment terms.

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