Services and pricing
A service is what a client books. Behind the scenes it is an Upscale ERP item, which is why the price lives in ERP and why a service can appear on an invoice alongside a bottle of shampoo.
Adding a service
Services then New service. You need a name, a price and a duration. Everything else has a sensible default.
Price and name are edited in ERP, not here. The service editor shows them greyed out with a note saying so. This is deliberate: pricing, tax and the accounting code behind it belong in one place. Duration, who performs it, buffers and whether it can be booked online are all edited here.
Services that run in steps
Most services are one block of time. Some are not.
A colour is roughly 20 minutes of work, 45 minutes of developing, then 25 minutes of finishing. If you enter that as three steps and mark the middle one as not needing the stylist, two things happen. The calendar draws that middle stretch hollow, and the booking page will sell it to another client.
For a salon running colours all day, this is the difference between four appointments and six.
Buffers
A buffer is turnaround time after a visit: stripping the bed, sanitising the chair. Set it on the service and it is held on the calendar without being offered to anyone.
Clients never see the buffer. If a visit runs 10:00 to 11:00 with a 15 minute buffer, the client is told 10:00 to 11:00 and the next bookable slot is 11:15.
Categories
Categories group your list. Hair, Nails, Spa. They are a managed list shared with ERP, so renaming Hair to Hair and colour renames it everywhere at once, with no need to edit each service.
Add a category from ERP settings, from the item editor, or by typing a new one straight into the service editor. Typing a name that already exists in different capitals folds into the existing one rather than making a near duplicate.
Ordering
Services then Reorder. Drag a service, or use the arrows if you prefer the keyboard. The order you save is the order clients see.
Two things worth knowing. Sections follow the first service in each category, so moving a service into another category can move the whole section. And the button only appears once you have more than one service, because there is nothing to order before that.
Long lists
The booking page adapts. Under about a dozen services it shows one flat list, because headings and a search box would be friction. Past that, categories become collapsible sections with the first one open, and a search box appears that matches on service name, description and category.
Taking a service off the page
Untick online bookable to keep a service in your catalogue but off the public page. Useful for anything that needs a conversation first.
Archive is the stronger version: the service leaves your lists and the underlying ERP item is marked inactive. Old invoices that reference it still open and print correctly.