This article is a complete guide from creating a service, managing services and credits and booking a client into a service.


Requirements - Please review the requirements in each article linked below.


Setting Up Services:

Create A Booking Policy
Add A New Service
Activate Staff To Accept Bookings For A Service
Booking Notifications For Staff
Make Service Available For Custom PIF Agreements 

Managing Services:

Change A Service Name
Disable A Service
Set Automatic Rules For Unlogged Bookings


Managing Service Credits:

Automatically Clean Up Service Credits
Adjust Session Credit Expiration
Manually Add Session Credits
Release Session Credits On Hold
Change A Session Credit Type
Delete Session Credits
Tie Unpaid Bookings To Available Credits


Managing Clients:

View Session Credit Status
Make A Service Booking
Video-Make A Service Booking
Cancel A Service Booking
Reschedule A Service Booking
Using The Multiple Bookings Tool
Manually Log Sessions Under A Client
Manually Log  A Booking From Grid View
Session Credit Sharing