Services
Build appointment, recurring service, and customer self-service workflows with Services.
Services turns a form into a service workflow with bookings, customers, subscriptions, and a customer portal. It turns on for a workspace the first time you add an Appointment Booking field or create a form from a service template.
Start with What is Services?, then choose your service setup. Each recipe links to the daily tasks and customer instructions that apply to it.
Use the setup guides for a new form. Use the management and troubleshooting guides when a customer has already booked or subscribed.
Set up your service#
Start with the setup chooser and availability settings.
Run your service#
Manage bookings, customers, subscriptions, and session credits.
Help your customers#
Share Reschedule or cancel your appointment or Use your membership when a customer needs help.
Connect your other tools#
Send new responses to Google Sheets, Slack, or Zapier. These connections do not synchronize later booking changes or subscription renewals.
Fix a problem#
Start with booking problems or subscription problems. Before closing an offer, follow Retire a service safely.
Set up
- What is Services? Services adds appointments, recurring payments, customer records, and a self-service portal to a workspace.
- Choose your service setup Match your offer to the supported booking and payment setup before building the form.
- Set your availability Set weekly hours, seasons, special dates, booking windows and capacity on an Appointment Booking field.
- Set cancellation and reschedule rules Control online rescheduling, late-cancel credit outcomes, and request hold time.
Sell
- Offer free appointments Let customers choose and confirm a one-time appointment without adding a payment field.
- Take paid bookings Reserve an appointment while a customer completes a one-time payment through a connected provider.
- Review booking requests before charging Hold a requested appointment while you decide whether to send a Stripe invoice or decline it.
- Sell tickets per time slot Charge a price per seat for timed entry, tours, classes, and tastings.
- Accept multiple bookings per slot Set a slot capacity and a max party size so groups can book seats together.
- Offer recurring appointments Sell a Stripe subscription that reserves the customer's chosen weekly appointment.
- Sell session credits Give customers a set number of bookable sessions with each Stripe billing cycle.
- Sell a recurring service without appointments Take weekly, monthly, or yearly Stripe subscription payments without adding a booking field.
Run day-to-day
- Manage bookings Find appointments, review their status, and record attendance from the Services area.
- Manage customers Review one customer's subscriptions, bookings, invoices, and session credits in one Services record.
- Manage subscriptions Review a Services subscription and request pause, resume, scheduled cancellation, or immediate cancellation in Stripe.
- Manage session credits Review a customer's credit history and record a justified manual balance correction.
- Booking emails and calendar attachments Understand booking confirmations, reminders, change emails, and their calendar files.
- Give customers access to the portal Explain portal sign-in, recovery, memberships, bookings, receipts, and billing access.
For your customers
- For customers: reschedule or cancel your appointment Reschedule or cancel an appointment from its email or the customer portal. For customers
- For customers: use your membership Use the customer portal to book sessions, review appointments and receipts, or open Stripe billing management. For customers
Troubleshoot
- Troubleshoot bookings Resolve missing times, expired holds, slot conflicts, missing messages, and failed paid bookings.
- Troubleshoot subscriptions Resolve missing sessions, zero credits, failed renewals, paused billing, and expired portal access.
- Retire a service safely End subscriptions and future appointments before removing booking or payment fields.