Introduction to Services
Since its inception in 2006, ScheduleOnce has gained valuable experience across various scheduling scenarios. As a result, we have adopted a two-dimensional modeling approach that allows customization of both Booking pages and Services. This approach is unique in the industry and provides a flexible and powerful solution for our Customers.
Services allow you to offer different meeting types with different service prices on one Booking page or Master booking page. For example, let’s say you are an accountant that holds three types of a meetings: A 15-minute discovery session with a fee of $50, 60-minute tax return preparation with a fee of $100, and 90-minute financial planning with a fee of $150. You would create each meeting type as a Service, setting a different duration and price for each meeting. Customers that go to your Booking page will choose which Service they need, pay accordingly, and your time will be blocked respectively . Learn more about using Services for multiple meeting types
When you create Services, the following sections are moved from the Booking page to the Service:
- Scheduling options - Where you select the options that correspond to the scheduling scenario that you require.
- Time slots - Controls how time slots are displayed to Customers and allows you to set limits on your available time.
- Booking form – Controls the settings of the form Customers will fill out when they make a booking with you.
- Customer notifications – Where you select which notifications you want to send to Customers and the timing of reminder and follow-up notifications.
- Payment and Cancel/Reschedule – Where you set the payment and pricing settings, and the time frame in which you enable your Customers to cancel or reschedule bookings. When using Payment integration, you can also collect payment via ScheduleOnce and process refunds via ScheduleOnce.
Choose the location of the Booking form and Customer notifications sections
When you work with Services, you have the option to link the Booking form and Customer notifications sections to Services or Booking pages. Linking these sections to the Services will centralize the management at the account level and keep the Booking form and Customer notifications uniform for every Service. Linking these sections to Booking pages will allow each individual Booking page owner to manage their Booking form settings and the notifications that are sent to Customers.
It is important to decide where you want the Booking form and Customer notifications sections to be located prior to creating Services. To decide which setup is right for you, it is important to think about your scenario and how you want to collect information. Learn more the location of the Booking form and Customer notifications sections and the impact it has on your scheduling scenario.
Availability and location
When you are thinking about your scheduling scenario, it is important to keep in mind that the Availability and Location sections are always connected to the Booking page and not to Services. If you want to offer meetings in different locations or some meetings at a particular time, you will need to offer them on different Booking pages. Learn more about using Booking pages for multiple meeting types
Services and Booking pages can be combined to offer your Customers many meeting types and to create the right scenario for your organization. Learn more about using both Services and Booking pages for Multiple meeting types
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