Service Dashboard & Wizard

The Service Management dashboard is your central hub for creating, managing, and tracking all bookable services on your website. The interface provides real-time performance insights alongside streamlined controls for your service listings.

Service Listings Dashboard

Top Metrics

At the top of the Service Management page, key performance metrics provide an instant overview of your business activity for the current month:

• Total Services — total count of all configured services
• Active Clients — total number of unique clients served this month
• Monthly Revenue — revenue generated from bookings within the current month
• Upcoming Bookings — total confirmed bookings scheduled for the next 7 days

Quick Action Toolbar

Located above the service listings table:

• Status Filters — toggle between All Services, Published, Draft, and Trash
• + Add New Service — opens the service creation wizard to set up a new offering
• One-Click Business Templates — instantly load pre-configured service setups tailored for various industries (e.g. Salon, Medical, Car Wash, Online Learning)
• Search Services — real-time search by title or keyword

Service Listings Table

Column	Description
Service	Thumbnail, title, and short description visible to customers
Shortcode	Unique shortcode (e.g. [service-booking post_id="XX"]) with a One-Click Copy icon
Status	Current publication status (Published, Draft, etc.)
Popular Services / Tags	Associated sub-services, categories, or tags
Actions	View, Edit, Duplicate, and Delete controls for each listing

Adding a New Service

Creating a service uses a 4-step wizard: General → Pricing → Availability → Advanced.

Step 1 — General Settings

• Title & Sub Title — primary service name and short tagline
• Service Overview — rich text editor for the main summary, media, and key bullet points
• Customer Reviews — rating value, scale, and summary text shown as a social-proof badge
• Service Feature Details — highlight key features with custom feature blocks (individually reorderable)
• Service Details — expanded description covering terms and operating/booking hours
• Featured Image & Gallery — showcase photos, with a toggle for the gallery slider
• Payment Method — shows the active payment method and gateway for this service, with a quick link to Payment Settings
• Shortcode & Template — the embeddable Add To Cart Form shortcode and template selector (Static / Dynamic)

Step 2 — Pricing Settings

• Category Navigation — filter sub-services by category; deleting a category moves its services to Uncategorized automatically
• Sub-Services Grid — each sub-service card shows an icon, title, category badge, description, base price, and duration
• Use Template — load pre-configured pricing and duration templates for faster setup
• Extra Services (Paid Add-ons) — optional add-ons customers can select at checkout, each with its own title, description, price, and stock/capacity limit

Step 3 — Availability Settings

• Date Type — Repeated (recurring weekly schedule) or single-date
• Max Advanced Booking (Days) — how far in advance customers can book
• Time Slot Length — duration interval for each booking slot
• Capacity per Session — maximum clients allowed per time slot
• Weekly Off-days — click day pills to mark recurring closed days
• Weekly Schedule Grid — default hours and break windows, with per-day overrides and a CLOSED badge for off-days
• Special Dates & Holidays — add one-off schedule overrides for holidays or special events

Step 4 — Advanced Settings

• FAQ Section — add service-specific questions and answers shown on the front-end service page
• Tax Settings — enable WooCommerce tax classes and rates for the service
• Happy Hours Pricing — automatic dynamic discounts for off-peak booking windows
• Staff Member Selection — enable staff selection at checkout and choose which staff can be assigned to this service
• Recurring Booking Configuration — allow customers to subscribe to repeating appointments (Daily, Weekly, Bi-Weekly, Monthly) with a maximum occurrence count and optional recurring discount

Click Update / Save on the final step to publish the service.

Staff Management

Staff members can be tied to specific services, queues, and bookings.

Staff List & Data Grid

Column	Description
User Image	Profile avatar or staff photo
User Name	Associated WordPress username for login and access control
Staff Name	Display name shown to customers on front-end booking forms and invoices
Staff Email	Contact email used for booking notifications and assignment alerts
Action	Edit or Delete the staff profile

Adding or Updating a Staff Member

• Staff Information — profile image, linked WordPress user, username/password, email, first/last name, and holiday-permission toggle
• Schedule Type — Repeated Weekly or One-Time Schedule, with an effective-from date and repeat interval
• Time Schedule Settings — Copy Monday To All, 12H/24H toggle, default shift hours and breaks, and per-day overrides (ACTIVE/OFF, custom start/end times, break windows)
• Off Days & Exceptions — recurring weekly off days plus specific holiday/vacation exception dates
• Click Save Profile to persist changes, or Cancel to discard and return to the staff list

Coupon Management & Discount Codes

Top Performance Indicators

• Total Coupons — number of discount codes created
• Active — currently valid and active coupons
• Total Redemptions — how many times coupons have been applied across all bookings

Coupon Listings Table

Column	Description
Coupon	Promo code plus a short description
Discount	Discount value applied at checkout (fixed amount or percentage)
Usage	Redemption count against allowed cap (e.g. 2 / Unlimited)
Status	Active, Expired, or Inactive
Actions	Edit, Duplicate, or Delete

Adding a Coupon

The Add/Edit Coupon modal has a side-navigation with dedicated tabs:

• General — coupon code, description, and validity date range (Start Date, Expiry Date)
• Discount — Fixed Amount vs. Percentage discount value
• Services — restrict the coupon to specific services or service categories
• Restrictions — cart totals, minimum spend requirements, or excluded items
• Schedule & Staff — restrict usage to specific booking times, days, or assigned staff
• Usage — redemption limits per coupon, per user, or a total cap

Click Save Coupon to apply the promotion, or Cancel to discard changes.