How to Create and Manage Services in Bookings

This article explains how to create and manage services.

Services define what kind of session customers are booking.

Think of services as booking products.


Where to Find Services

Navigate to:

Booking → Services

Here you can:

  • View all services
  • Create new services
  • See upcoming events per service
  • Edit service settings

Click ➕ Create New Service to get started.


What Is a Service?

A service defines:

  • Session type
  • Duration
  • Capacity logic
  • How availability behaves in the booking widget

Services strongly affect the booking experience and time slot logic.


When Services Are Especially Useful

Use services if:

  • You offer different session lengths
  • You have both free and paid sessions
  • You want one booking page for multiple offers
  • Operators offer different types of sessions

Creating a Service

Each service includes the following settings

Service Name

Customer-facing name shown before time selection.

Good examples:

  • 1:1 Coaching Session – 60 min
  • Group Q&A Call
  • Strategy Deep Dive

Description

Sets expectations before the customer selects a time.

Use it to explain:

  • What the session includes
  • Who it’s for
  • Any preparation required

Clear descriptions reduce no-shows and mismatched bookings.

Service Type

One-on-one

  • One customer books one operator
  • Each time slot can only be booked once
  • Availability is tied directly to the operator’s calendar

Booking widget behavior:

  • Time slots disappear once booked
  • Calendar conflicts immediately block slots

Ideal for:

  • Coaching
  • Consulting
  • Support calls
  • Discovery sessions

Group

  • Multiple customers can book the same time slot
  • The session runs once with multiple attendees
  • Capacity is shared

Booking widget behavior:

  • Time slots remain visible until capacity is reached
  • Multiple people can book the same session

Ideal for:

  • Workshops
  • Group coaching
  • Q&A sessions
  • Live classes

⚠️ Important insight

Group services behave fundamentally differently from 1:1 services.

For clarity and simplicity, it’s often best to create separate booking events for group sessions.

Duration

Controls:

  • Slot length
  • Calendar blocking
  • Buffer interactions

Tip:

Align duration with availability increments and buffer time to avoid unusable gaps.

Image

Helps customers visually distinguish between services, especially when multiple services are offered in the same booking flow.

Contact Tagging

Tags are applied automatically when a booking is made.

Use tags to:

  • Trigger onboarding emails
  • Send preparation instructions
  • Start follow-up sequences
  • Segment contacts by service type

Examples:

  • booked-1on1-coaching  
  • booked-group-call  
  • booked-discovery  

Linking Services to Operators

  • One operator → many services
  • One booking → many operators
  • Services are selected before time selection

This enables advanced setups such as:

  • Multiple coaches, same booking page
  • One coach, multiple session types
  • Tiered offerings in one flow

Summary – Services

Services define what is being booked and how availability behaves.

A clear service setup:

  • Improves customer understanding
  • Prevents booking confusion
  • Enables automation and scaling
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