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How do I create a Service?

Instructions on how to create Services to appear on the Appointment form, Booking form, and in reminder messages.

Services can be set up on your GoReminders account to reflect the variety of offerings your business provides to clients. 

For example, if you run a financial consulting business, you can create services such as Retirement Portfolio, Investment Counseling, etc. Or if you run a tattoo shop, you can create services such as Small Tattoo, Large Tattoo, Piercing, and so on.

When creating Services, keep in mind that your services will appear on the Booking form (if enabled) where clients can see them and the Appointment form (which is internal use only). 

With Services added to your account, you can also add the {{Service}} tag to your reminder templates, so if a service is selected on the appointment form or booking form, it will automatically be added to your text and/or email reminders.

To create Services, do the following:

  1. Go to the Settings > Services page.

  2. Click the orange + sign to create a Service.

  3. In the Service Label text field, enter the name of the service (ie. For a hair salon, you may want to enter “Basic Style Service”). This is the selection you will see in the Service dropdown on the Appointment form.

  4. In the Details text field, enter a brief description of the service (ie. “Basic Style Service with wash and blowdry”). The Details text field is client-facing so text entered in this field will appear on the Booking form and in the reminder messages, if the {{Service}} template tag is used.

  5. Choose the Default Length of the service, if desired. (The default length can be overridden on the Appointment form when creating an appointment.)

  6. Click the Save button to keep the entries.

  7. Repeat Steps 2-6 for any additional services you’d like to have on your account.

Now your appointments will be more personalized with the services your business provides!

For more details on how to set up your reminder templates with the {{Service}} tag, see the article “How can I add a service to my reminder messages?“.

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