How to create a service with a product

Easily create and configure services in BookX by following these steps. You’ll link products, set up time slots, manage availability, and more.

To create a new service, go to “Services” and click “Create New Service”.

Start by naming your service and linking the relevant products.

1. Enter the name for your service (E.g., Online Class, Car Rental)

2. Click “Browse”, select the product(s) and click “Select”.

3. Click “Next” to move to Slot Configuration.

Choose how customers will book your service.

You have three service type options:

You can choose one to create slots for your service.

Once you configure your slots, click “Next”.

Prevent bookings on holidays, during maintenance or during unavailability.

This section controls the availability settings of your service.

1. Minimum Advanced Notice - Lead Time: Set a lead time to prevent last-minute bookings and ensure you have time to prepare.

2. Service Visibility & Booking Limits: Set service visibility and booking limits to control calendar access and prevent overbooking.

3. Capacity Setup: Set capacity limits  to control bookings per time slot and prevent resource overload.

4. Notification Email: Enter an email address to receive when a new booking is confirmed.

5. Cancel/ Reschedule Booking: Enable these options to allow customers to cancel or reschedule their bookings.

6. Payment Preferences: Choose if your customer must pay for your service online or later in person.

7. Customer Information: Use custom fields to collect extra customer details like preferences or special requirements during booking.

Once you set your availability settings, click “Next” to move to Location & Team Member.

This section lets you assign locations and team members to your service. Especially helpful for multi-branch businesses or teams with multiple staff members.

Add Locations

You can assign existing locations or create a new location.

To assign a location:

1. Click “Add Location”

2. Select the desired location

3. Click “Ok” to confirm

Add Team Members

Choose from your existing team or create a new team member.

To assign a team member:

1. Click “Add Team Member”

2. Select a team member from the list

3. Click “Ok” to assign

Once you add location and team members, click “Next” to move to Review & Publish.

You’re almost there! This final step lets you review all the details before making your service live. You’ll see a summary of each section you’ve completed.

To make changes, click the “Edit” button next to any section.

When everything looks good, scroll down and click “Publish & Review in Store”.

That’s it, your service is now up and running with BookX! You can view your service by clicking “View in store”.

If you need further help with setting up your service, please contact our customer support.