About – Enter the name of your service, a description, the durations that you offer, and the price.
Note that you can enter multiple durations for a service. Therefore, do not create separate services for “60 minute massage therapy” and “90 minute massage therapy”. Instead, create one service called “Massage Therapy” and assign it two durations – one for 60 minutes, and one for 90 minutes.
Practitioners - Check off which practitioners offer this service. This tab will be blank until you’ve created practitioners.
Settings – For each service, you can select defaults:
- Online scheduling – can this appointment be booked via online scheduling
- Price visibility – when someone is booking online, do you want to show him or her the price of the service?
- Preferred SOAP Note Template – choose which SOAP note template you’d like to use for this service (there is a preview button so you can see each note). You are just selecting a default template, so if you prefer to use a different note template for a specific appointment in the future, you can switch the template directly from the SOAP note itself.
- Colors – select the color you would like this appointment to be on the calendar.