Services

Switch between Services and Therapies

Toggle which group of cards you're viewing.

1. At the top of the page, click the Services tab for standard services or the Therapies tab for therapies.
2. Read the number in parentheses on each tab to see how many items are in that group.

💡 Tip: There is no search or filter box — the Services and Therapies tabs are the only way to narrow what you see.

Add a new service

1. Click the Services tab, then click the New Service button on the right.
2. In the Create New Service dialog, type a name in the Service Name field.
3. Click the Color button and pick a color from the palette (it closes automatically).
4. Click Create Service to save.

💡 Tip: Services have no cost field — a service's cost is determined by practitioner rates.

Add a new therapy

1. Click the Therapies tab, then click the New Therapy button on the right.
2. In the Create New Therapy dialog, type a name in the Therapy Name field.
3. Click the Color button and pick a color.
4. Open the Duration (minutes) dropdown and choose a length (10, 20, 30, 40, 50, or 60).
5. In the Cost ($) field, type the price (for example, 75.00).
6. Click Create Therapy to save.

Rename a service or therapy

1. Find the card for the item, then click the small pencil (edit) icon next to its name.
2. Type the new name in the box that appears.
3. Click the check (✓) icon to save, or the X icon to cancel.

💡 Tip: You can also press Enter to save or Escape to cancel.

Change a service's color

1. On the card, click the Color button (it shows the current color name).
2. In the popup palette, click any colored circle — a checkmark marks your choice and the popup closes.

Turn a service active or inactive

1. On the card, find the Active label and switch in the top-right.
2. Click the switch to turn the item off (inactive) or on (active).

💡 Tip: There is no delete button — to stop offering a service, turn its Active switch off instead.

Change a therapy's duration or cost

Duration and Cost appear only on therapy cards.

1. Open the Therapies tab and find the therapy's card.
2. Click the Duration dropdown (clock icon) and choose 10, 20, 30, 40, 50, or 60 min.
3. In the Cost field (with the "$" sign), type the new amount, then click outside the field to save.

💡 Tip: Standard services have no Duration or Cost — their cost comes from practitioner rates.

Assign or remove a practitioner

1. On the card, find the Assigned Practitioners area, then click the Assign Practitioner button.
2. In the dropdown, click the practitioner you want to add (each shows their name and specialty).
3. The practitioner appears as a tag in the Assigned Practitioners area.
4. To remove someone, click the small X on the right side of their tag.