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How do I create and manage a service for private training appointments?

Appointments: creating a service

Written by Jason Wiese

Services refer to the private or semi-private offerings your studio provides. These might include:

  • Private Training

  • Mobility or Stretch Therapy

  • Small Group Training

  • Nutrition Consultation

You’ll create and configure your services under Configuration > Services.


Permissions

You can configure permissions on user roles to manage appointments, including viewing and creating.

Permission

Description

User Role

can_manage_payments

Allows roles to create, edit, and view appointment services.

Admin, Studio Owner, Studio Manager


Creating a Service

Click New Service.

Complete each section:


Details

  • Service Name

  • Description

  • Duration: Minutes

  • Service Image (optional): Image shown on the customer-facing schedule and service details page.

Each item under Details is visible to the customer.


Location

  • Locations: Select locations that offer this service.

  • Assign Rooms for this Service: Enable if the service requires a specific room, and check its availability to prevent double-booking.

    • Yes or No

  • Rooms: Select rooms where this service is provided. Room availability will help determine the booking time slots shown to customers. Ensure room appointment availability hours are up to date for accurate scheduling.

    • If a room is not showing, go to Configuration > Locations > Edit Classrooms to adjust the room availability.

    • If multiple locations are selected and require a room, a room must be selected for all locations.


Instructor

  • Instructor: Choose one or more who deliver this service

    • If you offer it at multiple locations, select at least one instructor for each location.


Customers

  • Maximum Reservations per Session: Total number of people who can attend each session, including guests.

    • For example, if a service allows 1 customer and 2 guests, set it to 3.

    • Enable making the service visible on the public schedule and available for customers to book.


Pricing

  • This Service is Free: Yes or No

    • Free services do not require credits to book.

  • Credit Types: Which credit types can be used to pay for this service

    • Credit Type booking windows do not apply to appointments


Review

In the review step, you can view all service details by clicking on the different tabs.

  • Service Status: Enable this to allow bookings for this service. If inactive, reservations cannot be made.

    • If you make it inactive, existing appointments will remain on the schedule.


Editing a Service

To edit a service, go to Configuration > Services > the three-dot icon next to the service > Edit. In the service, use the Previous button to access the section you need to edit.

You can't update services if there are future scheduled bookings for them.

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