Services

Services

Use Services to manage doctors, service departments, categories, duration, pricing, and active status.

Services list screen

View services

  1. Open the main menu.
  2. Tap Services.
  3. Select the Services tab.
  4. Review the number of services.
  5. Use Search to find a service.
  6. Review the service or doctor name.
  7. Check the location.
  8. Check the category or department.
  9. Check the duration.
  10. Check the price.
  11. Confirm whether the service is Active.
  12. Use the edit icon to update the service.
  13. Use the delete icon to remove the service.

Create a service

Create service screen without browser chrome
  1. Open Services.
  2. Tap the + button.
  3. Add or update the service image if required.
  4. Enter the Service name.
  5. Enter the Service Code.
  6. Select the Category.
  7. Enter the Service duration in minutes.
  8. Enable Same Day Booking if patients can book the service on the same day.
  9. Enter the Cutoff Time in minutes.
  10. Enter the Buffer Time in minutes.
  11. Complete any additional service fields shown in the form.
  12. Save or create the service.

Consultation mode and pricing

Create service consultation mode and pricing screen
  1. Choose the Consultation Mode: Direct Visit, Online Only, or Both.
  2. Enable International Booking only when patients outside the default country should be allowed to book.
  3. Add a meeting platform when online appointments are enabled.
  4. In Pricing For Appointments, select Would you like to use the same pricing for both online and offline? when both modes should use one common price.
  5. If pricing is different by mode, open Pricing For Direct Visit and enter the in-clinic appointment price.
  6. Open Pricing For Online and enter the online consultation price.
  7. Review all values before tapping Create.

Categories

Update category screen
  1. Open Services.
  2. Select the Categories tab.
  3. Open the required category.
  4. Update the Category Name.
  5. Update the Category Code.
  6. Select Active or Inactive.
  7. Tap Update to save.
  8. Tap Cancel to discard changes.