Pricing of Appointment Services
Price per service
This is set when creating a service (Appointments > Service > New Service).
Control service prices for specific teachers
This can be done from Appointments > Services > click directly on the service > next to the staff member, click the dropdown menu to the right > edit teacher price. This controls the price for the service when booked with this teacher.
Price Levels
Price Levels expands on the logic explained above -- it allows you to charge customers different rates based on your staff's level of expertise in performing that specific service. Here's how to set them up.
Create your price levels
Head to Appointments > Services > Price Levels. (Ex. senior, junior, trainee).
Enable price levels per service
Edit a service > scroll to Pricing & Customers > toggle on 'Specify prices per Level.' Set your prices per level for that service.
Assign levels to staff for each service
Saving will land you on the service's detail page, where you'll see a list of staff assigned to this service. Click on a staff member's name. Click the Actions button (top right) > edit 'Appointment price level' > Save changes.
Scheduling will now display your price levels to customers based on what's been assigned per teacher.
Note: you can always override a specific price level rate from a service details page. Just edit the teacher's pay rate (use the dropdown menu to the right of their name) and edit pay rate. This might be done if you have a specific teacher who is above even your senior price level and you want to make a one off exception.
View / edit all existing price levels
Click Appointments > Services > Price Levels > Bulk Price Management.
Locations
Edit an existing service's locations
To control which existing services can happen where, click Appointments > Services > click the service.
Select Locations > Edit Locations.
Toggle off 'Assign all locations' (unless you want this)
Then choose which locations > click Apply Changes.
Custom Questions
Add custom questions to a specific appointment service
Sometimes a specific service requires a specific question. A question you wouldn't ask for another service.
To add a customer facing question by service, click Appointments > Services > locate the service and click the dropdown menu to its right > click Edit
Scroll to the bottom > Add a custom question > Save
Customers will now see this at checkout when self serving.
Scheduling Settings
Limit Appointment Service bookings by tags
You can now restrict the booking of specific Appointment Services by tag.
In other words, if you've tagged a special group of customers, and want to ensure only this group can book this appointment service, you can now restrict booking to just those individuals.
To do this, click Appointments > Services > locate the service > click the dropdown menu to the right > click Edit
Next, scroll to 'Who can book?' > toggle on 'Restrict booking to customers with specific tags' > choose which tags just below (use the dropdown carrot to the right to show existing tags).
Create an appointment service that allows for multiple customers
Click Appointments > Services > Create > Service
Set the max number of customers.
Set the price, and consider whether the price is per customer (or not -- in this case, it should be much higher).
Lastly, consider if the service needs multiple teachers and if you want this to be a requirement.
Save when done and assign the service to the Appointment Boards it applies to.
Click Boards > then select a board.
Then click Services > Assign Service.
Allow Overlapping Appointments
Appointment services can be scheduled to overlap. And you can set exactly when that overlap can be scheduled for.
For example, you could use this feature for, say, Acupuncture, where you might only need to be with the client for the first 30 minutes of their appointment to discuss their needs and put the needles in, and then the rest of the appointment they're left alone in the room to absorb the benefits.
This allows you to move on to start the next client's appointment, while the first client's is still going, allowing you to optimize your time and revenue.
To start using this new option, click Appointments > Services > select a service > Edit > under Customers & Scheduling, select Allow Overlap.
Limit Maximum Number of Concurrent Reservations
When editing a service you'll find a field to set the max concurrent reservations per Appointment board.
This is for scenarios you can only manage going back and forth between a limited number of clients at a time.
You can turn this option on under Appointments > Services > Select service > Edit > scroll to 'Booking conditions' > toggle on Limit max. concurrent reservations.
Note: this service requires enabling overlapping of appointments by venue and staff. You can do this by editing a board and toggling these two settings on.
Below, Rachel is teaching a group climbing class where she's booked up 3 customers for the same service.
And because her max number of concurrent reservations is set at 3, she'll see this message when attempting to book a 4th customer for the same service at the same time.
Products
Attach Products to Appointment Services
If a customer books an appointment service that you've assigned a retail product to, the assigned teacher will see a green product icon on the day of the appointment.
To add a product to a service, click Appointments > Services > edit a service via its dropdown menu.
Scroll to Products and click 'Add Product'.
Select the product and submit.
Note: you'll want to check that there are enough quanitites at the location where the appointments are taking place. You can do this by clicking Studio Setup > Retail Products selecting a Product and scrolling to the current quantities per location.