You can set up services in BookX by linking products, creating time slots, managing availability, and configuring additional options. Here is step-by-step guide on how create a service for your products.
To create a new service, go to “Services” and click the “Create New Service” button.
Step 1: Product Selection
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).
3. Click the “Select” button.
4. Click “Next” to move to Slot Configuration.
Step 2: Slot Configuration
Choose how customers will book your service.
You have three service type options:
- Regular: Book time-based slots (e.g., 30 mins, 45 mins, 1 hour)
- Full-Day: Book an entire day
- Multi-Day: Book for multiple days
You can choose one to create slots for your service and click “Next” to move to Block Out Date & Time.
Step 3: Block Out Date & Time (Optional)
Block out date and time to prevent bookings on holidays, during maintenance or during unavailability.
Read: How to block out date & time for a step-by-step guide.
Once you block out date and time, click “Next” to move to Availability Settings.
Step 4: Availability Settings
This section controls the availability settings of your service.
- Minimum Advanced Notice - Lead Time: Set a lead time to prevent last-minute bookings and ensure you have time to prepare.
- Service Visibility & Booking Limits: Set service visibility and booking limits to control calendar access and prevent overbooking.
- Capacity Setup: Set capacity limits to control bookings per time slot and prevent resource overload.
- Notification Email: Enter an email address to receive when a new booking is confirmed.
- Cancel/ Reschedule Booking: Enable these options to allow customers to cancel or reschedule their bookings.
- Payment Preferences: Choose if your customer must pay for your service online or later in person.
- 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.
Step 5: Location & Team Member (Optional)
This section lets you assign locations and team members to your service. Especially helpful for multi-branch businesses or teams with multiple staff members.
To add a location to the service click “Add Location”, select a location, and click “Ok” to confirm.
Read: How to create a location for steps to create a new location on BookX.
To add a team member to the service click “Add Team Member”, select a team member, and click “Ok” to confirm.
Read: How to create a team member for steps to create a new team member on BookX.
Once you add location and team members, click “Next” to move to Review & Publish.
Step 6: 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 the “Publish & Review in Store” button.
That’s it, your service is now up and running with BookX! You can view your service by clicking the “View in store” button.
If you need further help with setting up your service, please contact our customer support.