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Calendars & Appointments

How to Create Services?

Build new services in GHL Customer Care, set timing and pricing, add variations and add-ons, assign staff and resources, and preview your public booking page.

7 min read1,612 words12 explained imagesUpdated Wed, 1 Apr at 2:52 PM
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On this page
  1. Key Benefits of Creating Services
  2. How to Access the Services Panel
  3. Creating and Managing Categories
  4. Service Management Features
  5. What are Add-ons?
  6. How Add-ons Appear on the Booking Page
  7. Accessing Add-ons
  8. What are Resources?
  9. Accessing Resources
  10. How to Create a New Service
  11. Best Practices
  12. Frequently Asked Questions
  13. Related Articles

Services helps you create bookable services so customers can self-schedule online with confidence. Use variations to present multiple options under a single service, add-ons to increase order value, and resources to prevent conflicts. This article walks through accessing the Services panel, organizing services with categories and creating a new service.


TABLE OF CONTENTS


What are Services?

Services is where you define what your business offers to clients, like coaching sessions, spa treatments, or fitness programs. It helps you create service listings that customers can book online while keeping things organized behind the scenes.

You can manage how and when services are offered, who provides them, and enhance them with optional add-ons, resource management, and categories. Services support both simple bookings and advanced business flows such as:

  • Multi-location scheduling

  • Service variations (e.g., different durations or price tiers)

  • Upsells with add-ons

  • Deposit payments


Key Benefits of Creating Services

Knowing what each feature does makes setup faster and keeps your booking page accurate. The benefits below reflect options you configure directly when creating or editing a service:

  • Variations: Offer multiple options (such as different lengths or tiers) within a single service, each with its own duration and price

  • Add-ons: Present optional extras during checkout that can increase the price of the booking

  • Resources: Reserve limited items (like rooms or stations) so they aren’t double-booked

  • Processing Time & Buffers: Build realistic gaps and in-service timing to support smooth scheduling

  • Staff & Availability: Assign team members to the service and manage their working hours

  • Categories: Group services and control the order shown on the booking page

  • Private Service: Hide specific services from the public list when you only want to share them directly

  • Custom URL & Preview: Share a clean link and verify the booking experience before promoting it

  • Deposits & Pricing: Collect a deposit at booking and manage your pricing settings


How to Access the Services Panel

The Services Panel is the starting point for building, organizing, and previewing your booking experience. Within the Services Panel, you’ll find:

  • A searchable and sortable list of all services

  • An option to create new services

  • Each service’s name, duration, price, and assigned staff

  • Categories displayed on the left for easy organization

  • A three-dot menu with actions: Edit, Duplicate, Delete, or Share

  • A View Booking Page link for customer-facing access

To access your list of services in the Services Panel, follow these steps:

  1. Click the Calendars tab on the left navigation bar
  2. Select Calendar Settings from the top navigation ribbon
  3. Choose the Services tabfrom the top navigation ribbon on the Calendar Settings page
How to Access the Services Panel (image 1 of 12) What this shows Click the Calendars tab on the left navigation bar Select Calendar Settings from the top navigation ribbon Choose the Services tabfrom the… What this shows Illustrates the "How to Access the Services Panel" section of "How to Create Services?". This screenshot appears in the "How to Access the Services Panel" section of "How to Create Services?". The text alongside this image reads: Click the Calendars tab on the left navigation bar Select Calendar Settings from the top navigation ribbon Choose the Services tabfrom the top navigation ribbon on the Calendar Settings page. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Service categories serve as a way to group similar or relevant services, making it easier for customers to navigate your offerings. These categories are displayed on the booking page, under which specific services are listed. Image 1 of 12 What to chooseClick the Calendars tab on the left navigation bar Select Calendar Settings from the top navigation ribbon Choose the Services tabfrom the top navigation ribbon on the Calendar Settings page
Fields in this part of the guide A searchable and sortable list of all servicesAn option to create new servicesEach service’s name, duration, price, and assigned staffCategories displayed on the left for easy organizationA View Booking Page link for customer-facing access
Buttons and menus referenced CalendarsCalendar SettingsServices
Next stepService categories serve as a way to group similar or relevant services, making it easier for customers to navigate your offerings. These categories are displayed on the booking page, under which specific services are listed.
All 6 steps in this procedure
  1. A searchable and sortable list of all services
  2. An option to create new services
  3. Each service’s name, duration, price, and assigned staff
  4. Categories displayed on the left for easy organization
  5. A three-dot menu with actions: Edit, Duplicate, Delete, or Share
  6. A View Booking Page link for customer-facing access

Creating and Managing Categories

Service categories serve as a way to group similar or relevant services, making it easier for customers to navigate your offerings. These categories are displayed on the booking page, under which specific services are listed. 

  • Click the + New Category button to create a new category

  • Use the three-dot (⋮) icon to edit a category

  • Drag categories to rearrange them; the order is reflected in the booking page layout

Creating and Managing Categories (image 2 of 12) What this shows Click the + New Category button to create a new category Use the three-dot (⋮) icon to edit a category Drag categories to rearrange them… What this shows Illustrates the "Creating and Managing Categories" section of "How to Create Services?". This screenshot appears in the "Creating and Managing Categories" section of "How to Create Services?". The text alongside this image reads: Click the + New Category button to create a new category Use the three-dot (⋮) icon to edit a category Drag categories to rearrange them; the order is reflected in the booking page layout. Immediately after, the guide continues: Use the service editor to edit and update existing features. To open the editor, click the three-dot (⋮) icon next to the service within the Services Panel and choose Edit. The Service Editor includes. Image 2 of 12 What to clickClick the + New Category button to create a new category Use the three-dot (⋮) icon to edit a category Drag categories to rearrange them; the order is reflected in the booking page layout
Buttons and menus referenced + New Categorythree-dot (⋮) icon
Next stepUse the service editor to edit and update existing features. To open the editor, click the three-dot (⋮) icon next to the service within the Services Panel and choose Edit. The Service Editor includes:
All 3 steps in this procedure
  1. Click the + New Category button to create a new category
  2. Use the three-dot (⋮) icon to edit a category
  3. Drag categories to rearrange them; the order is reflected in the booking page layout

Service Management Features

Use the service editor to edit and update existing features. To open the editor, click the three-dot (⋮) icon next to the service within the Services Panel and choose Edit. The Service Editor includes:

  • Service Details: Staff, duration, buffer times, processing, variations, pricing, payments, deposits

  • Add-Ons: Upsell or enhance services with extras

  • Resources: Assign rooms, chairs, or other assets required for the service

Service Management Features (image 3 of 12) What this shows Service Details: Staff, duration, buffer times, processing, variations, pricing, payments, deposits Add-Ons: Upsell or enhance services… What this shows Illustrates the "Service Management Features" section of "How to Create Services?". This screenshot appears in the "Service Management Features" section of "How to Create Services?". The text alongside this image reads: Service Details: Staff, duration, buffer times, processing, variations, pricing, payments, deposits Add-Ons: Upsell or enhance services with extras Resources: Assign rooms, chairs, or other assets required for the service. Immediately after, the guide continues: Add-ons let you enhance services by offering optional extras that customers can book alongside their main service. They’re perfect for upselling additional features (like massage oils, treatments, or accessories) and for giving customers…. Image 3 of 12 What this coversService Details: Staff, duration, buffer times, processing, variations, pricing, payments, deposits Add-Ons: Upsell or enhance services with extras Resources: Assign rooms, chairs, or other assets required for the service
Buttons and menus referenced three-dot (⋮) iconEdit
Next stepAdd-ons let you enhance services by offering optional extras that customers can book alongside their main service. They’re perfect for upselling additional features (like massage oils, treatments, or accessories) and for giving customers the ability to personalize their appointments. Add-ons can be customer-facing on the booking page or used internally by staff when creating appointments.
All 3 steps in this procedure
  1. Service Details: Staff, duration, buffer times, processing, variations, pricing, payments, deposits
  2. Add-Ons: Upsell or enhance services with extras
  3. Resources: Assign rooms, chairs, or other assets required for the service

What are Add-ons?

Add-ons let you enhance services by offering optional extras that customers can book alongside their main service. They’re perfect for upselling additional features (like massage oils, treatments, or accessories) and for giving customers the ability to personalize their appointments. Add-ons can be customer-facing on the booking page or used internally by staff when creating appointments.

How Add-ons Appear on the Booking Page

  • Customer-facing add-ons display as optional checkboxes when booking a service

  • The add-on price and/or duration is added to the total booking cost

  • Hidden add-ons will not appear for customers but can be selected by staff inside the appointment modal

Accessing Add-ons

  1. Navigate to the Services Panel (Calendar > Calendar Settings > Services)
  2. Open the Service Editor for the selected service (Three-dot (⋮) > Edit) and click the Add-ons tab
  3. Here you’ll see a list of add-ons linked to the selected service, along with their Price, Duration, and Maximum Quantity
  4. From this tab, you can create new Add-ons or edit existing ones

Click here for more information about Add-ons, including how to create and edit them


Accessing Add-ons (image 4 of 12) What this shows Click here for more information about Add-ons, including how to create and edit them What this shows Illustrates the "Accessing Add-ons" section of "How to Create Services?". This screenshot appears in the "Accessing Add-ons" section of "How to Create Services?". The text alongside this image reads: Click here for more information about Add-ons, including how to create and edit them. The navigation path used here is Calendar > Calendar Settings > Services. Immediately after, the guide continues: Resources are shared assets like rooms, chairs, stations, or tools that must be available for a service to take place. Assigning resources to services helps prevent double bookings and ensures accurate capacity management. Path: Calendar > Calendar Settings > ServicesImage 4 of 12 What to clickClick here for more information about Add-ons, including how to create and edit them
Buttons and menus referenced CalendarSettingsServicesThree-dot (⋮)EditAdd-ons
Next stepResources are shared assets like rooms, chairs, stations, or tools that must be available for a service to take place. Assigning resources to services helps prevent double bookings and ensures accurate capacity management.
All 4 steps in this procedure
  1. Navigate to the Services Panel (Calendar > Calendar Settings > Services)
  2. Open the Service Editor for the selected service (Three-dot (⋮) > Edit) and click the Add-ons tab
  3. Here you’ll see a list of add-ons linked to the selected service, along with their Price, Duration, and Maximum Quantity
  4. From this tab, you can create new Add-ons or edit existing ones

What are Resources?

Resources are shared assets like rooms, chairs, stations, or tools that must be available for a service to take place. Assigning resources to services helps prevent double bookings and ensures accurate capacity management.

Each resource can be linked to one or more services and configured by:

  • Location: Assign where each resource is available
  • Capacity: Set how many appointments or people the resource can accommodate

For example, a "Room 1" resource might be used by several services but can only support 4 people at a time. You can specify this capacity per location for granular control.

Accessing Resources

  1. Navigate to the Services Panel (Calendar > Calendar Settings > Services)
  2. Open the Service Editor for the selected service (Three-dot (⋮) > Edit) and click the Resources tab
  3. Here you’ll see a list of Resources, along with their Total Capacity, Services Associated, Locations Associated and Status
  4. From this tab, you can create new Resources or edit existing ones

Click here for more information about resources, including how to create and edit them

Accessing Resources (image 5 of 12) What this shows Click here for more information about resources, including how to create and edit them What this shows Illustrates the "Accessing Resources" section of "How to Create Services?". This screenshot appears in the "Accessing Resources" section of "How to Create Services?". The text alongside this image reads: Click here for more information about resources, including how to create and edit them. The navigation path used here is Calendar > Calendar Settings > Services. Immediately after, the guide continues: Use the steps below to set up your service—details, timing, pricing, staff, and preview—so your booking page is accurate and ready to share. Path: Calendar > Calendar Settings > ServicesImage 5 of 12 What to clickClick here for more information about resources, including how to create and edit them
Buttons and menus referenced CalendarSettingsServicesThree-dot (⋮)EditResources
Next stepUse the steps below to set up your service—details, timing, pricing, staff, and preview—so your booking page is accurate and ready to share.
All 4 steps in this procedure
  1. Navigate to the Services Panel (Calendar > Calendar Settings > Services)
  2. Open the Service Editor for the selected service (Three-dot (⋮) > Edit) and click the Resources tab
  3. Here you’ll see a list of Resources, along with their Total Capacity, Services Associated, Locations Associated and Status
  4. From this tab, you can create new Resources or edit existing ones

How to Create a New Service

Use the steps below to set up your service—details, timing, pricing, staff, and preview—so your booking page is accurate and ready to share.

Step 1: Click + New Service

  • Navigate to the Services Panel (Calendar > Calendar Settings > Services)
  • Click the + New Service button in the upper right corner
Step 1: Click + New Service (image 6 of 12) What this shows Navigate to the Services Panel (Calendar > Calendar Settings > Services) Click the + New Service button in the upper right corner What this shows Illustrates the "Step 1: Click + New Service" section of "How to Create Services?". This screenshot appears in the "Step 1: Click + New Service" section of "How to Create Services?". The text alongside this image reads: Navigate to the Services Panel (Calendar > Calendar Settings > Services) Click the + New Service button in the upper right corner. The navigation path used here is Calendar > Calendar Settings > Services. Immediately after, the guide continues: Fill in the basic details for the service. These details include: Once all basic details have been added, click Advanced Settings to configure additional service details. Path: Calendar > Calendar Settings > ServicesImage 6 of 12 Where to goNavigate to the Services Panel (Calendar > Calendar Settings > Services) Click the + New Service button in the upper right corner
Buttons and menus referenced CalendarSettingsServices+ New Service
Next stepFill in the basic details for the service. These details include: Once all basic details have been added, click Advanced Settings to configure additional service details
All 2 steps in this procedure
  1. Navigate to the Services Panel (Calendar > Calendar Settings > Services)
  2. Click the + New Service button in the upper right corner

Step 2: Add Basic Details

  • Fill in the basic details for the service. These details include:
    • Service Image: Upload an image that visually represents your service. You can upload from your device or a Media Library.

    • Service Name: The title of the service shown to customers

    • Service Color: Assign a color to help identify this service in the calendar

    • Category: Place the service under a relevant category (a new service will automatically be added to the default category if none selected)

    • Custom URL: Set a unique booking link for the service

    • Description: Add a brief summary of what the service offers. You can format this content using the rich text editor (bold/italic/underline/strikethrough, bulleted or numbered lists, hyperlinks, text/background colors, headings, and text alignment).

    • Private Service: Hide this service from public booking pages. New bookings may only be scheduled internally via the platform

    • Staff Members: Assign staff who can provide this service. At least one staff member must be assigned for the service to be bookable

    • Duration: Add how long the service will last

  • Once all basic details have been added, click Advanced Settings to configure additional service details

Step 2: Add Basic Details (image 7 of 12) What this shows Fill in the basic details for the service. What this shows Illustrates the "Step 2: Add Basic Details" section of "How to Create Services?". This screenshot appears in the "Step 2: Add Basic Details" section of "How to Create Services?". The text alongside this image reads: Fill in the basic details for the service. These details include: Once all basic details have been added, click Advanced Settings to configure additional service details. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Duration: Set how long the service lasts Processing Time: Break down duration into three phases (Initial, Processing, Final). Staff are only booked during Initial/Final phases, and remain available for other appointments during the…. Image 7 of 12 What to fill inFill in the basic details for the service. These details include: Once all basic details have been added, click Advanced Settings to configure additional service details
Fields in this part of the guide Service Name: The title of the service shown to customersCustom URL: Set a unique booking link for the serviceDuration: Add how long the service will last
Buttons and menus referenced Advanced Settings
Next stepDuration: Set how long the service lasts Processing Time: Break down duration into three phases (Initial, Processing, Final). Staff are only booked during Initial/Final phases, and remain available for other appointments during the Processing phase Buffer Time: Add time before or after the appointment for prep or cleanup
All 2 steps in this procedure
  1. Fill in the basic details for the service. These details include:
  2. Once all basic details have been added, click Advanced Settings to configure additional service details

Step 3: Configure Service Details

  • Duration: Set how long the service lasts

  • Processing Time: Break down duration into three phases (Initial, Processing, Final). Staff are only booked during Initial/Final phases, and remain available for other appointments during the Processing phase

  • Buffer Time: Add time before or after the appointment for prep or cleanup

Step 3: Configure Service Details (image 8 of 12) What this shows Duration: Set how long the service lasts Processing Time: Break down duration into three phases (Initial, Processing, Final). What this shows Illustrates the "Step 3: Configure Service Details" section of "How to Create Services?". This screenshot appears in the "Step 3: Configure Service Details" section of "How to Create Services?". The text alongside this image reads: Duration: Set how long the service lasts Processing Time: Break down duration into three phases (Initial, Processing, Final). Staff are only booked during Initial/Final phases, and remain available for other appointments during the Processing phase Buffer Time: Add time before or after the…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Price: Enter the price customers will pay Partial Payments: Allow customers to pay a deposit instead of full payment. Choose between fixed amount or percentage. Image 8 of 12 What this coversDuration: Set how long the service lasts Processing Time: Break down duration into three phases (Initial, Processing, Final). Staff are only booked during Initial/Final phases, and remain available for other appointments during the Processing phase Buffer Time: Add time before or after the appointment for prep or cleanup
Fields in this part of the guide Duration: Set how long the service lasts
Next stepPrice: Enter the price customers will pay Partial Payments: Allow customers to pay a deposit instead of full payment. Choose between fixed amount or percentage
All 3 steps in this procedure
  1. Duration: Set how long the service lasts
  2. Processing Time: Break down duration into three phases (Initial, Processing, Final). Staff are only booked during Initial/Final phases, and remain available for other appointments during the Processing phase
  3. Buffer Time: Add time before or after the appointment for prep or cleanup

Step 4: Set Up Payments

  • Price: Enter the price customers will pay

  • Partial Payments: Allow customers to pay a deposit instead of full payment. Choose between fixed amount or percentage

Step 4: Set Up Payments (image 9 of 12) What this shows Price: Enter the price customers will pay Partial Payments: Allow customers to pay a deposit instead of full payment. What this shows Illustrates the "Step 4: Set Up Payments" section of "How to Create Services?". This screenshot appears in the "Step 4: Set Up Payments" section of "How to Create Services?". The text alongside this image reads: Price: Enter the price customers will pay Partial Payments: Allow customers to pay a deposit instead of full payment. Choose between fixed amount or percentage. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Enable Variations to offer multiple options under one service (e.g., different durations, or pricing). Image 9 of 12 What to fill inPrice: Enter the price customers will pay Partial Payments: Allow customers to pay a deposit instead of full payment. Choose between fixed amount or percentage
Fields in this part of the guide Price: Enter the price customers will pay
Next stepEnable Variations to offer multiple options under one service (e.g., different durations, or pricing).
All 2 steps in this procedure
  1. Price: Enter the price customers will pay
  2. Partial Payments: Allow customers to pay a deposit instead of full payment. Choose between fixed amount or percentage

Step 5: Configure Variations (Optional)

Enable Variations to offer multiple options under one service (e.g., different durations, or pricing).

  • Add each variation’s Name, Duration, Price, and Processing Time (if any)

  • Example:
    • 30 mins – $120
    • 45 mins – $100
    • 60 mins – $350
Step 5: Configure Variations (Optional) (image 10 of 12) What this shows Add each variation’s Name, Duration, Price, and Processing Time (if any) Example: What this shows Illustrates the "Step 5: Configure Variations (Optional)" section of "How to Create Services?". This screenshot appears in the "Step 5: Configure Variations (Optional)" section of "How to Create Services?". The text alongside this image reads: Add each variation’s Name, Duration, Price, and Processing Time (if any) Example. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Click Save Changes to apply updates Use View Booking Page to preview how customers will see the service. Image 10 of 12 What this coversAdd each variation’s Name, Duration, Price, and Processing Time (if any) Example:
Fields in this part of the guide Example:30 mins – $12045 mins – $10060 mins – $350
Buttons and menus referenced VariationsNameDurationPriceProcessing Time
Next stepClick Save Changes to apply updates Use View Booking Page to preview how customers will see the service
All 2 steps in this procedure
  1. Add each variation’s Name, Duration, Price, and Processing Time (if any)
  2. Example:

Step 6: Save & Preview

  • Click Save Changes to apply updates

  • Use View Booking Page to preview how customers will see the service

Step 6: Save & Preview (image 11 of 12) What this shows Click Save Changes to apply updates Use View Booking Page to preview how customers will see the service What this shows Illustrates the "Step 6: Save & Preview" section of "How to Create Services?". This screenshot appears in the "Step 6: Save & Preview" section of "How to Create Services?". The text alongside this image reads: Click Save Changes to apply updates Use View Booking Page to preview how customers will see the service. Immediately after, the guide continues: Assign Staff and configure their availability to every service for them to be bookable Organize services meaningfully into categories Leverage Add Ons for upsells and custom options Use Resources to prevent over-utilization and optimize…. Image 11 of 12 How to confirmClick Save Changes to apply updates Use View Booking Page to preview how customers will see the service
Buttons and menus referenced Save ChangesView Booking Page
Next stepAssign Staff and configure their availability to every service for them to be bookable Organize services meaningfully into categories Leverage Add Ons for upsells and custom options Use Resources to prevent over-utilization and optimize availability of linked resources
All 2 steps in this procedure
  1. Click Save Changes to apply updates
  2. Use View Booking Page to preview how customers will see the service

Best Practices

  • Assign Staff and configure their availability to every service for them to be bookable
  • Organize services meaningfully into categories
  • Leverage Add Ons for upsells and custom options
  • Use Resources to prevent over-utilization and optimize availability of linked resources

Frequently Asked Questions

Q: Can I hide a service from the public booking page?
Yes. Enable "This is a private service" for the service and share the direct link instead. When this is turned on, the service will not be shown on the public booking page.

Q: How do categories impact the booking page?
Category assignment and order determine how services are grouped and displayed in the public booking page. Please be aware that changing the order of the categories in the editor will change the order on the booking page.

Q: What’s the difference between processing time and buffers?
Processing time is part of the appointment when the service is still in progress. Buffers are extra time added before or after the appointment to space out bookings (useful for setting up before or cleaning after an appointment).

Q: Does inventory tracking for products linked to services stay in sync with service appointments?
No. Inventory tracking for products linked to services is not managed or synced with the service booking lifecycle.

Frequently Asked Questions (image 12 of 12) What this shows Q: Does inventory tracking for products linked to services stay in sync with service appointments? What this shows Illustrates the "Frequently Asked Questions" section of "How to Create Services?". This screenshot appears in the "Frequently Asked Questions" section of "How to Create Services?". The text alongside this image reads: Q: Does inventory tracking for products linked to services stay in sync with service appointments? No. Inventory tracking for products linked to services is not managed or synced with the service booking lifecycle. Immediately after, the guide continues: Services - Overview & How to Get Started Global Settings in Services How to Enable Services Configuring Staff in Services Categories in Services Resources in Services Workflow Trigger – Service Booking. Image 12 of 12 What this coversQ: Does inventory tracking for products linked to services stay in sync with service appointments? No. Inventory tracking for products linked to services is not managed or synced with the service booking lifecycle. Next stepServices - Overview & How to Get Started Global Settings in Services How to Enable Services Configuring Staff in Services Categories in Services Resources in Services Workflow Trigger – Service Booking

Frequently asked questions

What are Add-ons?
Add-ons let you enhance services by offering optional extras that customers can book alongside their main service. They’re perfect for upselling additional features (like massage oils, treatments, or accessories) and for giving customers the ability to personalize their appointments. Add-ons can be customer-facing on the booking page or used internally by staff when creating appointments.
What are Resources?
Resources are shared assets like rooms, chairs, stations, or tools that must be available for a service to take place. Assigning resources to services helps prevent double bookings and ensures accurate capacity management. Each resource can be linked to one or more services and configured by: Location: Assign where each resource is available Capacity: Set how many appointments or people the resource can accommodate For example, a "Room 1" resource might be used by several services but can only support 4 people at a time. You can specify this capacity per location for granular control.

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