Services Configuration

What you'll learn: How to add, edit, and manage the services your practice offers.

Why Configure Services?

Your services list:

• Appears when booking appointments
• Helps the AI know what you offer
• Sets default appointment durations
• Describes what patients can expect

Accessing Services Settings

1. Go to Settings
2. Find Services
3. View your current services

Adding a New Service

1. Click Add Service
2. Enter the service name
3. Set the default duration (in minutes)
4. Add a description
5. Save the service

Service Details

Name

What the service is called:

• "Annual Physical"
• "New Patient Consultation"
• "Follow-Up Visit"

Duration

How long appointments typically last:

• 15, 30, 45, 60 minutes, etc.
• Used as default when booking
• Can be adjusted per appointment

Description

What the service includes:

• Brief explanation
• What patients can expect
• Any preparation needed

Active Status

Whether the service is currently offered:

• Active services appear in booking
• Inactive services are hidden
• Useful for seasonal or discontinued services

Editing Services

To update a service:

1. Find it in the services list
2. Click to edit
3. Make your changes
4. Save

Deactivating Services

To hide a service without deleting:

1. Find the service
2. Toggle it to inactive
3. It no longer appears in booking options

Deleting Services

To permanently remove:

1. Find the service
2. Click delete
3. Confirm the action

Note: Consider deactivating instead of deleting to preserve historical data.

How Services Affect Booking

When appointments are booked:

• Service selection sets the duration
• Descriptions help patients understand
• The AI can explain services to callers

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