Add your services

Your services are what customers book. Each one lives under Services & products → Services, and everything else in BeNotely reads from it: your booking page, the calendar, reminders, receipts and reports. Add them one at a time here, or bring a whole menu across at once with Import your services.

Adding one

Press Add service and fill in the sheet:

• Name and description. The name is what customers see and book. The description sits under it on your booking page; a sentence or two about what's included is plenty.
• Category. Pick one to keep a long menu tidy. See Group services into categories.
• Duration. How long the visit takes.
• Pricing. A fixed price is shown as is. Pick From price when the final price depends on the visit: customers see "from $120", and you set the final price when you book them in (the booking's Price) or at checkout. Enter prices including GST, or switch the toggle to enter them ex GST and we add it. See GST and your prices.
• Who provides this. Tick the people customers can book it with. Each person's list is also editable from Team.

Below them, Options lists the rest, each with what it's set to. You can change any of these options for this service. Start time intervals and Deposit and fees follow your business settings until you do.

• Cleanup time after. Any time you need after the visit before the next customer. It blocks the calendar but isn't shown to customers.
• Book online. On for every service to begin with. Switch it off for work you book yourself, such as anything that needs a consultation first: the service leaves your booking page and the AI assistant, stays on your website's menu with Contact us to book in place of the Book button, and you book it from your calendar as usual. A booking you make for it is a normal booking: the customer gets the confirmation and reminders, and can move or cancel it from their manage link inside your policy windows.
• Start time intervals. How often a start time is offered on your booking page. Most businesses follow the setting for the whole business; set one here only when this service should differ.
• Deposit and fees. Follow your booking policy, take none, or set a custom deposit and missed-visit fee for this service alone. See Deposits and no-shows.
• Forms to complete first. Attach a consent, consultation or intake form and customers fill it in after booking, before they come in. Shown once you've built a form. See Consent and consultation forms.
• Calendar colour. See below.
• Invoice item code. Shown when you send invoices. Whatever you enter is shown next to this service on every invoice. See Invoices.

A colour on the calendar

A service wears its category's colour on the calendar, so a long menu reads by category. Open the service, click Calendar colour and turn off Use the category's colour to give it a colour of its own, from the swatches or picked freely. A service outside any category has its own colour from the start. Colours show once your calendar colours bookings by service, under Settings, Calendar; until then bookings wear the team member's colour.

Editing later

Open any service from the list to change it. A price change applies to new bookings; anything already booked keeps the price the customer was promised.

Pause, in the row's menu, takes a service off the books for everyone, your calendar included, until you resume it: a seasonal treatment, or the one person who does it is away. Archive removes it from the list and can be undone. Neither touches past bookings or reports.

In the app

In the BeNotely app, open More, then Services & products, then Services. Tap a service to change it, or + to add one. The ⋯ on a service, in the list or on the service itself, holds Duplicate, Move to, Pause and Archive. Add-ons are at the end of the list. ⋯ beside the search opens Categories, Change the order (drag each service by its handle, then press Done), Import services and Archived.