Add a new service

Click Settings at the bottom of the left-hand menu, just above your name. On a smaller screen, scroll the menu down to find it.

Settings opens on your profile. In the settings menu, under Services & Resources, click Services & Pricing.

The page lists every treatment you already offer, under the heading Services Portfolio. Click Add Service at the top right of the page. On a phone it shows as a + button.

The Add Service panel opens on the right. Fill in Service Name, Price (£) and Duration (min): these three are required. Enter 0 as the price for a free treatment, such as a consultation. The duration sets how long the appointment is in your calendar and which times patients can book online.

Choose a Category so the treatment sits with similar ones. Leave Display Order blank and the new service goes to the end of its category.

Under Booking deposit, leave Use clinic default to follow the deposit set in your Online Booking settings. For a different deposit on this treatment, choose Set a deposit just for this service, then pick No deposit, Full price upfront, A percentage of the price or A fixed amount.

Our example takes a fixed £50 when a patient books online.

Scroll down. Use Description for a short note about the treatment, for your team's reference. It is not shown on your booking page.

Under Aftercare, tick the instructions for this treatment. Tick more than one and they are combined. To write your own instead, use Or type your own instructions and leave the list unticked. They are emailed to the patient an hour after their appointment is marked completed. Owners and admins can change this to 24 hours, or switch off Post-care instructions, in Communications in Settings.

If you see Available at and Offered by, leave them blank to offer the treatment at every location and with everyone who takes bookings, or pick the ones who provide it.

Under Required Consent Forms, tick the form for this treatment. It is sent to the patient automatically when their booking is approved.

Enter a Minimum age to stop anyone younger booking this treatment online. Leave it blank for no limit.

Just above it, tick Requires Prescription (RX) for prescription-only treatments, such as anti-wrinkle injections. A draft prescription is then created for your prescriber to review whenever the treatment is booked. A filler does not need it, so it stays unticked here.

Under Consultation Workflow, tick the steps you want in the in-room consultation for this treatment: Pre-treatment photo, Face mapping / injection chart and Post-treatment photo.

If you usually see patients again, add a Suggested follow-up in days. Otherwise leave it blank.

Service is Active is already ticked. Tick Available for Online Booking so patients can book this treatment on your booking page.

Click Add Service at the bottom of the panel. A Service added message confirms it is saved.

The panel closes and your new service is in the list, with its category, duration, price, deposit and status. If you left Use clinic default, the Deposit column shows a dash, but your clinic's default deposit still applies when patients book online.

To change it later, click its name, or click the three dots and choose Edit Service. To stop offering it without deleting it, choose Deactivate Service from the same menu.