Services
15 articles117 explained images
Services - Overview & How to Get Started
Enable Services to unlock GHL Customer Care’s multi‑service booking with add‑ons, resources, and built‑in payments. This article shows you how to turn Services on for one (or multiple) sub-accounts! TABLE OF CONTENTS…
5 min6How to Create Services?
Services helps you create bookable services so customers can self-schedule online with confidence. Use variations to present multiple options under a single service, add-ons to increase order value, and resources to…
7 min12Categories in Services
Make your booking page effortless to browse with clearly labeled categories. This article covers how to use Categories to create, edit, share, delete, and reorder groups of related services so clients find what they…
4 min12Configuring Staff in Services
Set up staff inside Services to control who can be booked, when they’re available, and which services they handle. This article walks through adding staff, assigning them to services and defining availability. TABLE OF…
6 min8Resources in Services
Resources in Services let you reserve the real-world assets needed to deliver an appointment, like rooms, chairs, or stations, so booking stays accurate. This article covers what resources are, when to use them and how…
4 min3Add-ons in Services
Add-ons are optional extras that can be attached to a service so customers can personalize their booking. They can be supplementary services or related products and may affect total time and price. This article covers…
4 min11Locations in Services (v2)
TABLE OF CONTENTS What is a Location? Managing Multiple Locations How to Add New Locations Setting Staff Availability for Locations FAQs What is a Location? A location is the place where your service takes place —…
3 min5Global Settings in Services
Global Settings in Services centralizes the most important configuration choices for your Services module. Use it to quickly apply consistent rules for the booking page, payments, scheduling, notifications, and…
13 min12Calendar View - Services
TABLE OF CONTENTS Overview Scheduling Types in Calendar View Meetings Services Enabling or Disabling Scheduling Types How the View Changes Filters by Scheduling Type Meetings View Filters Services View Filters…
2 min5Workflow Trigger – Service Booking (Services v2)
Learn what the Service Booking (Services v2) workflow trigger does, when it fires, and how it differs from the appointment status triggers. This article covers the information you need to know to start use the Service…
5 min7Taxes and Processing Fees for Services (v2)
Manage calendar-based bookings in GHL Customer Care with transparent manual taxes and custom processing (miscellaneous) fees in Services (v2) . This guide explains what the feature is, who it’s for, how to configure it…
3 min7Manage Service Appointments in the Appointment Modal
Managing service bookings faster with the appointment modal. Edit appointments, create blocked slots, duplicate bookings and view resources from the Appointment modal. TABLE OF CONTENTS What is the Appointment Modal…
3 min10Services (v2) – Reporting Guide (Migrate from old widgets)
Note: This update is now live. Overview We’ve introduced Services (v2) Reporting , a dedicated module within the Reporting Dashboard for all service-based insights. This replaces the earlier service-related widgets…
1 min2Ask the Booker Location for Services (v2)
Ask the Booker Location for Services (v2) lets businesses collect a customer’s service address directly during booking. This article explains how the feature works, when to use it, how to create an Ask the Booker…
4 min4Ask the Booker Location Support for Service v2 Mobile Appointments
Ask the Booker location support lets service businesses collect the customer’s service address while creating a Service v2 appointment in the mobile app. When a configured Ask the Booker location is selected, an…
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