Add Services

Add the services you offer in your Booking Settings. PracticeQ offers several options for customizing services.

Click Bookings → Booking Settings.
Select the Services tab.
Click the + Add Service button.

Tab Options

The following tabs offer many ways to customize your services.

Basic

Service Name
Service Description
Session Duration. Click Hide if you do not wish this to display in the Booking Widget.
Price. Click Hide if you do not wish this to display in the Booking Widget.
Check which Locations will offer the service
Check which Practitioners will offer the service
Check Update all upcoming appointments upon saving if you are making edits to an existing service and you want your changes to reflect immediately.

Form

Select which form, if any, will be associated with the service.
When a form is selected, additional options will display.
Check all that apply and click Save.

Resources

Select which room(s) will be needed for the service.
This will determine whether or not a client sees an available time slot for the service when booking online.
Check Update all upcoming appointments upon saving if you are making edits to an existing service and you want your changes to reflect immediately.
Click Save.

Overrides

If you do not make any selections in this tab, all settings will follow the default account settings found in Booking → Booking Settings under the Settings tab.

Appointment Confirmation: When should an appointment made for this service be confirmed?
Time Preference: How appointments for this service be booked? For example, you can choose to fill up morning appointments first.
Widget Practitioner Selection: Can the client pick the practitioner or will they receive the first available slot? There are several variations to choose from.
Appointments Start: Should appointments begin at certain durations, or as needed to maximize booking?
Lead Time: Can appointments for this service be made immediately or do they require a specific amount of lead time?
Same-Day Lead Time: If appointments for this service can be made same-day, how many minutes of lead time are needed?
Require Credit Card? Will you require a credit card or deposit at time of booking?
Automatic charge: Would you like to charge the client at booking or at the time of the appointment?

Advanced

Color: What color should this service show on the calendar?
Daily Session Limit: How many appointments for this service can be scheduled per day?
Max appointments per slot: Will you allow more than one client to book the same time slot, such as for a workshop or group session?
Hidden Service: Check this if you do not want the service to show on your website widget.
Make this service available starting: Enter the date the service will be available for scheduling.
Make this service available until: If you are not going to offer this service indefinitely, enter an end date.
Widget Auto-tagging: If you wish for clients who book this service to be tagged automatically, select which tag you wish to apply at booking.
Block practitioner time for ___ minutes: If you allow overlapping appointments, select how many minutes of the appointment the practitioner will be needed. If the practitioner will be needed for the entire appointment duration, leave this blank.
Block practitioner time for the last ___ minutes of the appointment only: Select this option if applicable.
Allow couples or families to book via the Widget: Do you wish to allow more than one individual to book this appointment online?
Prevent insurance billing: Check this if you do not wish to include the service on claims.
Treat this service as an event: Check this if you wish for this service to ignore availability settings, with the exception of Lead Time and Max Availability per Time Slot. This is useful for one-time events, such as workshops or classes.

Taxes

Check taxes that apply to the service.
Check the box Taxes are included in price, if applicable.
Taxes can be managed in Lists → Invoices → Invoice Settings under the Taxes tab.
Read more in our Set Up Taxes article.

Cancellation

If you check the box labeled Override cancellation settings, more options will display:

Cancellation Policy: Enter a cancellation fee to be charged when a client cancels within X hours of their appointment.
Cancellation Policy Text: Type what you want clients to see when informed of the cancellation policy.
Online Cancellation: Enter how many hours before the appointment you will allow clients to cancel.
Online Rescheduling: Enter how many hours before the appointment you will allow clients to reschedule.

Pricing

Set custom prices for the service based on the practitioner and/or location.
Click the Add Custom Price button to select Practitioner, Location and Price.

CPT Codes

Use the article Add Procedure Codes to Services for assistance.

Widget

Click Copy Code the embed the service on your website.
Click Copy Link to quickly send a client a scheduling link for the service.