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Service Management

Services are the core offerings customers book. The Service Management dashboard is your central hub for creating, managing, and tracking every bookable service, and the Add/Edit Service wizard is where each one is configured.

Service Listings Dashboard​

Service Management dashboard with top metrics and quick action toolbar

Top Metrics​

  • 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​

  • 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​

Service listings table with shortcode, status, and tag columns

ColumnDescription
ServiceThumbnail, title, and short description visible to customers
ShortcodeUnique shortcode (e.g. [service-booking post_id="XX"]) with a One-Click Copy icon
StatusCurrent publication status (Published, Draft, etc.)
Popular Services / TagsAssociated sub-services, categories, or tags
ActionsView, Edit, Duplicate, and Delete controls for each listing

Adding or Editing a Service​

Creating a service uses a 4-step wizard: General → Pricing → Availability → Advanced. A progress bar at the top tracks your place in the wizard, alongside Draft Saved Locally / Published status badges, a Preview button, and Update / Publish.

Add Service wizard step 1: General settings

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 — the active payment method and gateway for this service, with a quick link to Payment Settings — see Payment Integration
  • Shortcode & Template — the embeddable Add To Cart Form shortcode and template selector (Static / Dynamic)

Add Service wizard step 2: Pricing settings

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

Add Service wizard step 3: Availability settings

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

Add Service wizard step 4: Advanced settings

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 — see Staff & Scheduling
  • 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 / Publish on the final step to save your changes and take the service live.