STX Beacon: Setup Services

Setup Services

Service - Track all the services your company can perform. Setup Resources and assign to services to prevent overbooking the resources you have available.

Service Groups - Create a listing of Service Groups. These are general categories of your service types that will be used for tracking and reporting purposes.

Client Facing Info refers to the information the client will see when booking this appointment online. Note: you must be subscribing to the Online feature.

To add a color to the Service Group, click the Color box to the right of the service group Name

Color Picker - A color picker will appear, where you will select the desired color.

Once a color is selected from the picker, the fill color with the assigned hex code information for that color will be displayed in the Color box.

The service group color applies to all associated services. The services will show with the selected color when displayed on the appointment booking calendar.

Resources - Create a listing of service Resources. These are items which would be required in order to perform services.

Assign the appropriate Number Available for each Resource Name.

Services - Lists all Services by Name and displays the Total Duration time along with base Price.

The Service list will display up to 10 Services on a single page. If you have more than 10 Services, use the pagination link below the list to advance to the Next page or return to the Previous page.

Create a New service or Edit an existing one. The Service Edit page will appear.

Service Levels

You have the ability to assign prices and durations to different levels for each service, instead of only having a single price/duration.

Service Edit - Name the Service and assign it to a Group, and enter basic information, including price and timing.  

Timing - Each service level allows 3 separate time durations, plus an extra buffer afterwards. Duration 1 is required, and the other fields can be left blank if necessary. Available for other work allows the associated duration to be ‘double-booked’, indicating the service provider is available for an appointment during the flagged duration. 

Client Facing Info refers to the information the client will see when booking this appointment online. Note: you must be subscribing to the Online feature.

The maximum number of Service Levels is 10, and is assigned to each worker in the Setup > Setup Workers > Worker Availability and Goals page.

The Save & New button at the bottom allows you to create new services in a continuous manner without leaving the page. It is important to make sure the new services have the Active box checked when using the Save & New button.

Service Duration Requirement: When setting up or editing a service, the total of all Duration intervals for completing the service must be a multiple of the company’s Booking Interval, as defined in Setup > Setup Appointment Preferences > Booking. For example, the Booking Interval is defined as 20 Minutes, the total of all Duration intervals for each service must be divisible by 20. A total of all Duration intervals equal to 45 minutes is not divisible by 20, and therefore should be changed. A total of all Duration intervals equal to 60 minutes is divisible by 20, and is appropriate to use. 

Resources - Assign resources required to perform the service. A good example of a Resource is for Massage services. Massage services are usually performed in a specialized Massage Room. Sometimes a Massage service can also be performed in a Facial Room. The worker would prefer to perform the Massage service in the Massage Room, but if the room is not available, the worker would be able to perform the Massage service in the Facial Room. 

If you only have 2 areas available to perform Massage services, the Book Appt method of scheduling will prevent booking a 3rd Massage beginning at the same time as 2 other Massage services taking up the available areas. The Express Booking method of scheduling will display an alert if there are no available resources, but will allow you to book the appointment anyway.

Options for using Resources are:

  • None: The service does not require any resources when performing the service.

  • Any: The service requires any of the 1 or more added resources to perform the service. A Priority can be set to determine which Resource should be ‘used’ before the others.

  • All: The service requires all of the 1 or more added resources to perform the service. An example would be a Treatment Room AND a portable Laser Machine. There is no Priority setting.

Click the green (+) button to add a Resource.

Click the red (x) button to remove a Resource.

Set the Use drop-down menu to None to remove all assigned Resources.

STX BeaconSTX Software