- Services define the offerings your practice provides
- You'll need services for online scheduling, writing treatment notes, and tracking invoices
- Each service can have multiple durations, each with their own price, cleanup time, and color
🙋 Need help?
- Using the email address associated with your account, submit a support request form
- Our amazing Customer Support Team will get back to you as quickly as possible
- Our average first response time during business hours is approximately 15 minutes
Contents
- About creating services
- Part A: Create the service
- Part B: Description and durations
- Part C: Scheduling settings
- Part D: Available practitioners
- Part E: Required forms
- Related articles
About creating services
- When adding a service's name, don't mention it's length
- Instead of having one service for each length, you'll create multiple durations for each service
- Part B: Description and durations explains that process
Part A: Create the service
- Go to Setup, then Services
- Click Add Service, at top right
- Enter the Service Name, without mentioning its length
- Enter the shortest Duration you offer, because you'll add more Durations later
- Enter the Cleanup time, additional buffer time after the end of the service
- Enter the Price for your shortest Duration
- Specify any applicable Taxes, with the option to create a new tax
- When done, click Save
- Move on to Part B, below
Part B: Description and durations
- Complete Part A, above
- Enter a Service Description, which will be displayed to clients when they're booking online
- Click the add (+) icon, to the right of the first duration
- Enter the Minutes, Cleanup Time, Price, Taxes, and Color for the second duration
- Repeat steps 3 and 4 until you've added all your durations
- Click Save, in the bottom right corner
- Move on to Part C, below
Part C: Scheduling settings
- Complete Part B, above
- Go to the service's Online Scheduling tab
- Optionally, set Allow clients to book online? to Yes
- Optionally, select Which clients can book this service online?
- Optionally, select whether to Show this service's price to the client when booking online?
- Click Save, in the bottom right corner
- Move on to Part D, below
Part D: Available practitioners
- Complete Part C, above
- Go to the service's Practitioners tab
- Optionally, check (or un-check) the boxes for the Practitioners who offer this service
- Optionally, check (or un-check) the boxes for the Durations at which this service is offered
- Click Save, in the bottom right corner
- Move on to Part E, below
Part E: Required forms
- Complete Part D, above
- Go to the service's Forms tab
- Optionally, select Which treatment note template would you like selected by default for this service?
- Optionally, check (or un-check) What forms are clients required to fill out when they book this service?
- Click Save, in the bottom right corner
- Move on to Step 4: Picking you scheduling settings in ClinicSense
Related articles
- Step 1: Adding a location to your ClinicSense practice
- Step 2: Adding a practitioner to your ClinicSense practice
- Step 3: Adding services to your ClinicSense practice
- Step 4: Picking you scheduling settings in ClinicSense
- Step 5: Picking your payment settings in ClinicSense
- Step 6: Setup completion checklist for ClinicSense