Set up your service catalog and staff roster
Get your offerings and technicians configured so a booking quotes correctly the first time.
Before you start
- A list of the services you offer, with what you charge and how long each takes
Steps
Add your staff
Open Settings › Team & Roles and add each technician or staff member who will take bookings. Only people added here show up as assignable on the calendar.
Define your offerings
In Service › Offerings, create one entry per service you sell: a labor rate, an expected duration, and the parts it typically consumes. This is what a booking quotes from — get it right once and every future quote is instant.
Set booking rules
Service › Config controls things like how far ahead clients can book and whether double-booking a staff member is ever allowed. Set these before you open the calendar to real clients.
Test with a dummy booking
Book a test appointment against a real offering and staff member, then check Service › Calendar shows it correctly and the quoted price matches what you expect.
What you end up with
A calendar that quotes accurately the first time a client calls, because the catalog and the staff behind it are already set up correctly.
Modules used
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