Coachleads Tutorial – How to Edit Default Service

By admin | May 9, 2023

How to Edit Default Service

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Step 1: To add a Service, navigate to My Schedule in your dashboard and go to Services.

 

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Step 2: From the Service Menu, you can directly edit a service from the existing type of services and categories that CoachLeads had automatically created by clicking any of the services that you want to edit.

Example: I want to Edit the 30 Minute Phone Consultation

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Step 3: In editing an Existing Service, you will need to change the following details:

For Service Details:

  • Name - Enables you to add a Name of the Service.
  • Category - Enables you to select a Category of the Service.
  • Duration - Enables you to add the Duration of of the Service.
  • Price - Enables you to add the Price of the Service.
  • Buffer Time(Before and After) - Allows you to modify time needed to prepare for the appointment, when another booking for the same service and service provider cannot be made.
  • Capacity(Minimum and Maximum) - Enables you to set the minimum number of persons per one booking of this service.
  • Show Service on Site - Enables you if this option is disabled, service will be available for booking from back-end pages only.
  • Set Recurring Appointments - Enables you if this option is disabled, your customers won't be able to book recurring appointments at the same time.
  • Service Providers - Allows you to select a Service Provider Personnel.
  • Description - Description of the type of Service.
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For Gallery:

  • Enables you to Add an Image
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For Extras:

  • Adding a Extra Service:
    • Name  - Enables you to add a Name of the service.
    • Duration - Enables you to add the Duration of the service.
    • Price - Enables you to add the Price of the service.
    • Maximum Quantity - Enables you to set the maximum number of persons per one booking of this service.
    • Description - Enables you to add a Description of the service.
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For Settings:

  • General
    • Default Appointment Status - Allows you to Select the Status of the Appointment (Approved or Pending.)
    • Minimum time required before booking - Allows you to set the time before the appointment when customers will not be able to book the appointment.
    • Minimum time required before canceling/rescheduling - Allows you to set the time before the appointment when customers will not be able to cancel/reschedule the appointment.
    • Period available for booking in advance - Allows you to set how far the customers can book.
    • Redirect URL After Booking - Redirects the customer in a URL that you have set once the customer schedules the appointment.
  • Payments - Allows you to modify payment options
  • Integrations - Allows you to select integrations whether via Google Calendar, Outlook or Zoom depending on the Integrations you have added.
  • Autoresponder Email List - Enables you to select an email list from your CoachLeads Subscribers List
  • Assign Intake Form - Enables you to select an Intake Form that you have created.
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Step 4: After editing, click Save to save the Default Service that you have edited.

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