Creating a Service

Services are the bookable and sellable treatments or appointments performed by staff.

To create a new service:

Go to Products & Services > Items > New Item > Service

Complete the service details.

Key fields include:

• Name
  The service name shown in Pointa, the Appointment Book, POS, and potentially Online Bookings.

• Category
  Required. Used for grouping services and reporting.

• Available for sale
  Controls whether the service can be sold through Pointa.

• Available online
  Controls whether the individual service can be booked directly by customers online.

• Allow staff commission
  Determines whether sales of this service are included in staff commission reporting.

• Allow customer rewards
  Determines whether this service is eligible for customer rewards.

• Booking duration
  The hands-on appointment time required for the service.

• Booking gap
  Any processing or waiting time after the hands-on part of the service, before the staff member can begin their next service.

• Booking colour
  The colour used for this service in the Appointment Book.

• Only specific staff can provide this service
  Use this if only certain staff members are qualified or available to perform the service.

• Sale price
  The price charged to the customer.

Select Save when finished.

Best practice is to think carefully before making every individual service available online. Individual services are useful when they are simple and standalone, such as a basic haircut or brow wax.

For more complex appointments, packages are usually the better option.

For example, a customer may need a full head of foils, a semi colour, a haircut, and a blow-dry. If all four services are exposed individually online, the customer may not know which services to choose, what order to choose them in, or whether they have selected enough time. This can result in messy or incorrect bookings.

In this situation, create a package instead. The customer chooses one clear booking option, while Pointa handles the underlying services and timing.

If a service is included inside an online package, the service does not necessarily need to be available online as an individual service. Consider turning off Available online for services that are mainly used as part of packages. This keeps the online booking menu simpler, reduces customer confusion, and encourages customers toward the correct booking options.

To now move on to building service packages, visit here.