Setting up services allows you to offer activities such as training camps, trials, and more through your booking platform. By configuring details like groups, pricing, and availability, you streamline the registration process and manage training fees efficiently. You can create new services from scratch or save time by cloning an existing one. All services can be found and managed in the Service overview, and once created, they will be available on your booking platform for participants or their guardians to easily purchase and register for courses or sessions.
To create a service:
- Navigate to Service overview in the left-hand menu.
- On the Add menu, select Add Service.
- Fill in the required details.
- Name: Provide the service name (for example Football trials, Summer Camp). This name will appear on your booking platform.
- Description: Add a detailed description of the service.
- Group: Select the appropriate group for this service. All users who register will automatically be assigned to this group.
- Activity type: Select the activity type for the service.
- Public: Decide if the service should be visible on your platform (public).
- Destination Account: Specify the account where the funds will be routed.
- Service options allow buyers to choose from various configurations. If your service has multiple options, you can customise them here. To add options for the service, select Add option.
- Single Option: If this option is selected, buyers can only choose one option. This cannot be changed after the service is created.
- Name: Name of the service option.
- Subscription start: The start date of the course.
- Subscription end: The end date of the course.
- Registration open: The date when this option becomes visible on the booking platform.
- Registration close: The date when this option is no longer available on the booking platform.
- Limited spots: Set the maximum number of registrations allowed for this option.
- Waiting list: Enable this if you want to allow users to join a waiting list after the spots are filled.
- Price: Specify the price for this option.
- Max Splits: Set the maximum number of payments (instalments) a customer can make. Select 1 if no splits are allowed.
- Status: Set the option status. Public to make it visible in shop.
- Group routing: Select the sub group within the group to route the registered users to.
- Single Option: If this option is selected, buyers can only choose one option. This cannot be changed after the service is created.
- When you've entered all the necessary information, select Create to save your service.
Cloning services
If you're setting up a new service and want to save time, you can clone an existing one. Cloning copies all the information from the original service, allowing you to make adjustments or keep most details the same before finalising the new setup.
To clone a service:
- Navigate to Service overview in the left-hand menu.
- Click the circle next to the service you want to clone.
- On the Add menu, select Clone Service.
- Give the new service a name and make the desired adjustments to the service details (see explanations above). Make sure to mark the service as either public or private:
- Public: Visible to everyone and available for purchase on your booking platform.
- Private: Only visible to those who are pre-registered or invited via a link.
- Select Create when you are done.
Editing services
To edit a service:
- Navigate to Service overview in the left-hand menu.
- Click the circle next to the service you want to edit.
- On the Edit menu, select Edit Service.
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Keywords: shop, service