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Services and Professionals Setup

Version: v1.1
Last Updated: May 30, 2026

Partner App Menu Path​

Services / Professionals / Settings → Service Zones → Transportation Fees

Required Access​

  • services.services.view, services.services.manage
  • services.staff.manage
  • services.zones.manage
  • services.transport.manage

Creating a service offering​

  1. Go to Services
  2. Click Add service
  3. Fill in:
    • Name — what the service is (e.g. "Home Deep Cleaning", "Men's Haircut")
    • Description — what's included, what the customer should expect
    • Duration — how long the service takes (drives slot length)
    • Price — the service price
    • Category — which service category it belongs to
    • Location mode — at the customer's location, at your premises, or remote
  4. Save

📸 Screenshot: Service creation form

Assigning professionals​

A professional is the person who performs the service. Customers may choose a professional when booking.

  1. Go to Professionals
  2. Add a professional (name, profile, skills/photo)
  3. Assign the professional to the services they can perform
  4. Set their availability — see Schedule and Availability Management

📸 Screenshot: Professional availability calendar

Managing professional profiles and availability​

Keep each professional's profile and skills current. Their bookable slots come from their schedule — a professional with no availability cannot receive bookings even if assigned to a service.

Service zones and transport fees​

For services delivered at the customer's location:

  • Service Zones — define the areas you cover; customers outside a zone cannot book
  • Transportation Fees — set any travel fee added for serving a zone

Set these under Settings → Service Zones / Transportation Fees.

Editing and managing services​

  • Edit a service anytime (name, description, duration, price)
  • Set visibility — toggle a service active / inactive; inactive services are hidden from customers but kept for your records
  • Archive a discontinued service to remove it from the active list while preserving history
  • Manage categories — keep services grouped under the right categories so customers can find them

Exceptions​

SituationWhat to do
Service not bookableCheck that the service is active, has at least one assigned professional with availability, and that the customer is inside a covered zone
Professional fully bookedAdd availability or assign another professional to the service