Add a Service to an Office

15 steps

Add a Service

Go to **Settings**.

Click on **Office Management**.

Choose the office where you want to add the service, then click **View Details**.

Click **Services**.

Click **Add Service**.

Select the service you’d like to add from the available categories.

In this example, we'll choose **Breast Augmentation**.

Click **Add Service**.

Review the general information about the service. Here you can decide whether the service is visible internally only, or visible for patients to book. You can also add service forms (like a consent form) by clicking on **0 linked forms**.

Pick any forms from the template list and link them to the appointment type as needed.

Make sure to go through the list on the left-hand side, starting with **Consultation**.

Tip! For each appointment type, it's important to always review and complete the following details: - Pricing – Set the correct price for the service. - Time Duration – Make sure the length of the appointment is accurate. - Before & After Instructions – Add general guidance visible to patients before and after their visit. - Detailed Instructions – Include specific timing-based instructions (e.g., "1 day before consultation," "3 days after surgery," etc.) to help patients prepare and follow up correctly.

If the eye icon is visible for a type (like **Consultation**), it means patients can book it online, untick it if you don’t want that.

Scroll down to add **before and after instructions** and detailed instructions.

Continue through each appointment type and set the correct visibility, pricing, duration, and instructions. Note that surgery appointments cannot be visible for patients to book online. When finished, click **Save.**

You’ll now see the service has been added to the specified practice (e.g., “Los Angeles Practice”). You can always click **View Details** to edit it later.

Add a Service to an Office

15 steps

Add a Service

Go to **Settings**.

Click on **Office Management**.

Choose the office where you want to add the service, then click **View Details**.

Click **Services**.

Click **Add Service**.

Select the service you’d like to add from the available categories.

In this example, we'll choose **Breast Augmentation**.

Click **Add Service**.

Pick any forms from the template list and link them to the appointment type as needed.

Make sure to go through the list on the left-hand side, starting with **Consultation**.

If the eye icon is visible for a type (like **Consultation**), it means patients can book it online, untick it if you don’t want that.

Scroll down to add **before and after instructions** and detailed instructions.

You’ll now see the service has been added to the specified practice (e.g., “Los Angeles Practice”). You can always click **View Details** to edit it later.