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Manual contents

Services and pricing

How to build your price list, decide what clients see, set up group sessions with a schedule, understand price calculation and sell visit packages.

Services are the foundation of everything that happens in Appointa: your calendar, your business's public page and online booking are all built from them. Every service has a duration, a price and a few display settings, and a group service also has a number of seats and a fixed schedule. In this chapter you'll learn how to build your price list, how to hide a price or the occupancy, how to set up a group class that repeats every week on its own, and how Appointa arrives at the final price of an appointment from your price list, discounts and packages.

This chapter is for business owners and managers: they edit services and packages, while employees don't see the Services menu item at all. If you're just getting started, read the page on services and prices first, and open the other pages when you need them.

  1. 01Services and price listHow to add, edit and archive a service, what each field in the service form means, and how to link a service to employees and resources.
  2. 02Price and occupancy displayHow to hide a service's price from clients, show a note instead of the amount, and turn the occupancy badge for group sessions on or off.
  3. 03Group classes and schedulesHow to set up a service with multiple seats and a fixed weekly schedule, how clients sign up for a session, and how you see and fill a session in the calendar.
  4. 04How prices are calculatedWhat makes up an appointment's final price, how promotions, loyalty rewards, packages and gift vouchers apply, and what is saved on the appointment.
  5. 05Packages and membershipsHow to define a visit package or membership, sell it to a client, track used visits, and what happens when a package expires or runs out.