In this article, we'll explore various aspects of managing services in Pabau, covering essential topics such as creating, editing, and deleting services, making them available online, organizing them into categories and groups, and more.
Table of Contents:
2. How to Edit a Service
3. How to Delete a Service
4. How to Make a Service Available Online
5. How to Create a Service Category
6. How to Edit a Service Category
7. How to Delete a Service Category
8. How to Create a Service Group
9. How to Edit a Service Group
10. How to Delete a Service Group
How to Create a Service
Services form the core of your practice, and understanding how to effectively set them up ensures a streamlined experience for both your team and clients.
It’s important to be aware of the service categorization within Pabau. The hierarchy begins with service groups, followed by categories, and finally, individual services.
Example:
- Service group: Injectables
- Category: Botox
- Service: Botox Consultation
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Create New Service
Click on "New Service" in the top right corner and choose the type of service you want to create: in-person or virtual.
The service creation page includes five tabs: General, Assign, Pricing, Online Booking, and Client Pathway.
Step 3: Fill Service Details - General Tab
In the General tab, input the service details. There are several fields you'll need to populate:
Service name - this name will be visible to clients, so make sure it's accurate.
Service code - this is optional.
Category - the category that this service belongs to.
Appointment colour - appointments related to this service will appear in the calendar with the colour of your choice.
Image - this image will appear in the Point of Sale. You can either upload from your device or choose from the library.
Under "Advanced settings," you have access to additional configurations:
Automatic Consumption: This feature enables you to associate consumable or retail products with the service. Once activated, the system will automatically reduce the corresponding product stock levels upon the sale of this service. To set this up, click on "Add Product," select the products to be deducted, and specify the quantity. Ensure to check "Consumable deduction" to facilitate stock reduction with each service sale.
In the "Other Information" section, you can include:
- Stock Keeping Unit (SKU): A unique identifier for inventory management.
- Procedure Code: Typically utilized for integrations, diagnostic coding, or reporting purposes.
- Invoice Item Name: A customizable name for the service, overriding the default service name on invoices.
- Display Text on Invoice: Additional text that will be displayed on invoices when this service is provided.
If the service is exclusively redeemable with a pre-paid package, mark "Use a package session to pay for the service."
For services requiring a patch test, toggle "Set if this service requires a patch test at all." Enabling this option prompts the system to remind you about the necessary patch test during appointment booking in the calendar.
Step 4: Assign Locations and Staff - Assign Tab
In the Assign tab, you can select which locations this service is available in, and what staff members can perform this service. Additionally, you can choose which room this service can be performed in, or which equipment is necessary to perform the service.
Step 5: Specify Pricing and Booking Details - Pricing Tab
In the Pricing tab, first select if the service is:
Book & Sell - available both to be booked in the calendar and sold in the Point of Sale
Book - available to be booked in the calendar but not sold in the Point of Sale
Sell - available to be sold in the Point of Sale but not booked in the calendar.
Next, input the service price. The currency is based on the one you've selected in your business details.
Under "Special Pricing", you can set up special prices by employee or location.
Select the service duration. Appointments created for this service will default to this duration but can be adjusted when booking an appointment.
You can also set up the tax that would be applicable for the service. To do so, go to Setup, then click on Taxes under Financials.
In the "Extra Time" section, activating this option allows you to allocate additional time after a service. This feature automatically reserves time in the calendar post-appointment, offering you a dedicated period to prepare for the subsequent appointment.
Lastly, you can also choose to add a required deposit or require full payment as part of the booking process for the service. This deposit can be set to apply either to both manual and online bookings or only online bookings.
Step 6: Set the Online Booking Settings
In the Online Booking tab, you can enable or disable the service from being bookable online, add a description, and add a service notice for clients booking online.
You can also limit patient bookings for the service to exclusively existing clients, solely new clients, or both new and existing clients.
New clients are individuals who haven't scheduled an appointment with your practice before.
Existing clients are those who have had at least one appointment at your practice, and that appointment was marked as completed in your calendar.
Additionally, you can set restrictions to allow bookings only for clients who have previously received another service as specified by you.
Step 7: Confirm and Create
Ensure the Active toggle is enabled in the upper right corner, then click on "Create" to save your new service.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Edit a Service
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Access the Service to Edit
Locate and click on the specific service you want to edit.
Step 3: Make Desired Changes
You will be directed to the service creation and editing page, where you can modify various aspects.
Navigate through the five tabs: General, Assign, Pricing, Online Booking, and Client Pathway.
In the "General" tab, update service details such as name, code, category, appointment color, and image.
Use the "Assign" tab to specify locations where the service is available and assign staff members.
Adjust service type and pricing details in the "Pricing" tab. Define if the service is:
Book & Sell - available both to be booked in the calendar and sold in the Point of Sale.
Book - available to be booked in the calendar but not sold in the Point of Sale.
Sell - available to be sold in the Point of Sale but not booked in the calendar.
Set the service duration and configure deposit or payment options if needed.
In the "Online Booking" tab, you can enable or disable the service from being bookable online, add a service notice for clients booking online, and limit patient bookings for the service to exclusively existing clients, solely new clients, or both new and existing clients.
Additionally, you can set restrictions to allow bookings only for clients who have previously received another service as specified by you.
Step 4: Save Changes
After making the desired edits, click on the "Save" button located in the top right corner to confirm the changes.
This ensures that your service details are updated and accurately reflect your business offerings.
How to Delete a Service
By following these steps, you can remove a service that is no longer needed, helping to keep your service offerings organized and up-to-date.
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Access the Service to Delete
In the "Services" tab, find and click on the service you wish to delete.
Step 3: Deactivate and Confirm Deletion
In the upper right corner, locate the "Active" toggle and disable it. Once the "Active" toggle is disabled, the "Delete" button will appear. Click on the "Delete" button. A prompt will appear; click on "Yes, Delete Service" to confirm.
The service has been successfully deleted from your Pabau account.
How to Make a Service Available Online
This article provides a step-by-step guide to making your services available for online booking.
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Access the Service for Online Booking
In the "Services" tab, locate and click on the service you want to make available for online booking. Once selected, switch to the "Online Booking" tab.
Step 3: Configure Online Booking Settings
In the "Settings" tab, enable the "Enable this service online" toggle.
You can also provide an alternative name and a description to make your service more understandable for online clients.
For added convenience, utilize our AI tool to automatically generate a service description with a simple click on the "Generate" button. This feature ensures that your service is effectively communicated and easily understood by prospective clients browsing online.
If there are additional requirements, such as a patch test, click on "Add Service Notice" and input the necessary information.
You can add both a short and a long notice, however, the long notice will only be displayed if clients click on the "More info" button.
Furthermore, from the "Restrict patient bookings to" section under "Advanced settings", you can limit patient bookings for the service to exclusively existing clients, solely new clients, or both new and existing clients.
Additionally, you can set restrictions to allow bookings only for clients who have previously received another service as specified by you.
Step 4: Save Changes
In the top right corner of the page, click on either "Save" or "Create," depending on whether you are editing an existing service or creating a new one. Your service is now available for online booking.
By following these steps, you ensure that your clients can conveniently book your services online, enhancing the accessibility and efficiency of your scheduling process.
How to Create a Service Category
This guide walks you through the process of creating a service category in Pabau. Service categories are instrumental in organizing and grouping similar services, providing a more streamlined approach to service management.
It’s important to be aware of the service categorization within Pabau. The hierarchy begins with service groups, followed by categories, and finally, individual services.
Example:
- Service group: Injectables
- Category: Botox
- Service: Botox Consultation
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Access the Categories Tab
Once in the "Services" section, switch to the "Categories" tab. Click on "New Category" located in the top right corner of the page.
Step 3: Input Category Details
In the newly opened category creation page, input the necessary details:
- Name: Specify the name of the service category. This name will be displayed in the point of sale terminal and online booking portal.
- Default Appointment Colour: Choose a color that will be associated with all appointments related to services within this category. This however can be overwritten on a service basis when creating a new service or editing an existing one.
- Image: Upload an image that will be visible in the Point of Sale. You can either upload from your device or choose from the library.
Step 4: Enable the Active Toggle and Create
Ensure the "Active" toggle is enabled to make the category active, and then click on "Create."
NOTE: To add a service to a category, this action must be performed through the service itself, either during creation or by editing an existing service.
How to Edit a Service Category
This outlines the steps to edit a service category in Pabau, allowing you to tailor category details to your specific needs.
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Access the Categories Tab
Once in the "Services" section, switch to the "Categories" tab. Here, you will find a list of existing service categories.
Step 3: Select the Category to Edit
Locate and click on the specific category you wish to edit. This action opens the details for the chosen category.
Step 4: Make Desired Changes
Within the category details, you can make changes, such as adjusting the category name, default appointment colour, or category image. Additionally, if you have Service Groups created, you can modify the group to which the category belongs.
Step 5: Save Changes
After making the desired modifications, click on the "Save" button to confirm and apply the changes.
NOTE: To add a service to a category, this action must be performed through the service itself, either during creation or by editing an existing service.
How to Delete a Service Category
This guide provides detailed instructions on deleting a service category in Pabau.
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Access the Categories Tab
Once in the "Services" section, switch to the "Categories" tab. Here, you will find a list of existing service categories.
Step 3: Select the Category to Delete
Locate and click on the specific category you wish to delete. This action opens the details for the chosen category.
Step 4: Disable the Active Toggle
Within the category details, disable the "Active" toggle. This action reveals the "Delete" button.
Step 5: Confirm Deletion
After disabling the "Active" toggle, click on the "Delete" button. A prompt will appear, asking if you want to delete the category. Click on "Yes, Delete" to confirm the deletion.
NOTE: Deleting a service category removes it from your account, and it cannot be undone. Ensure that you want to permanently delete the category before confirming.
How to Create a Service Group
Service groups provide an additional layer of categorization within Pabau, allowing for efficient organization of services.
It’s important to be aware of the service categorization within Pabau. The hierarchy begins with service groups, followed by categories, and finally, individual services.
Example:
- Service group: Injectables
- Category: Botox
- Service: Botox Consultation
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Access the Groups Section
Within the "Services" section, locate the groups on the left side. Click on the plus icon positioned on the right side of the Groups section to initiate the creation of a new service group.
Step 3: Input Group Details
In the newly opened creation window, input the essential details for the service group:
- Name: Provide a name for the group. This name will be visible in the Point of Sale and on your online booking portal.
- Service Categories: Choose the service categories you want to include in this group from the dropdown menu.
- Image: Upload an image that will appear in the Point of Sale. You can upload it from your device or select it from the library.
Step 4: Confirm Creation
After inputting the group details, click on "Apply" to confirm. The service group is now successfully created.
NOTE: While a service can belong to only one category, a single category can belong to multiple groups.
How to Edit a Service Group
In this article, we'll guide you through the process of editing a service group in Pabau.
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Locate the Service Group
In the Services section, find the specific service group you want to edit on the left side.
Step 3: Access Editing Options
Hover over the service group, and a pen icon (edit button) will appear. Click on this icon to access the editing options.
Once in the editing mode, you can make various changes to the service group. Update the group name, modify the categories included in the group, or change the image associated with it.
Step 4: Save Changes
After making the desired adjustments, click on the "Save" button to confirm and save the changes to the service group.
How to Delete a Service Group
In this article, we'll walk you through the steps to delete a service group in Pabau.
Step 1: Navigate to Services
Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".
Step 2: Locate the Service Group
Hover over the service group you wish to delete. This action will reveal the delete button, represented by a trash bin icon.
Step 3: Initiate Deletion
Click on the trash bin icon. A prompt will appear. In the prompt, click on "Yes, Delete" to confirm the deletion of the service group.
NOTE: The service categories that belonged to the deleted service group will be automatically moved to the "Everything Else" group.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.