How do I add a new/edit an existing service?

This guide will show how to add or edit services/treatments to your Phorest system.

Video Guide

Adding/Editing a Service

Go to Manager > Services and click the Add button to add a new service, or click the service name to edit it.

On the next screen, add/edit the details of the service.

If you want to put the Service in a Category that doesn't appear in the drop-down list, check out this guide on how to create a new Service Category.

Adding Price Levels

You can use the Set Levels button to add different price levels for this service.

Setting Staff Durations

If some staff members take longer or shorter to perform this service, you can use the Staff tab to set different staff durations.

Staff Qualifications for a Newly Added Service

When adding a new service, it’s important to understand how your Phorest system determines whether a staff member can be booked for it.

• If a staff member is already bookable for all existing services within the Service Category under which you’re creating the new service, they will automatically be bookable for the newly added service.
• If they are only bookable for some or none of the services in that category, they will not be automatically assigned to the new service.

You can always manually update staff service qualifications after creating the service.