How-to

Add and manage services

Create a service card with the duration, price, billing code, location, and online-booking options your team needs. You can also edit or duplicate an existing service from Settings.

Before you begin

  • Choose the internal service name, duration, and price.
  • If clients or students will see a different name on the public booking page, prepare the public display name.
  • Have the approved CPT or billing code ready when your organization uses one.
  • Decide whether the service is a group event, taxable, or bookable online.
  • Create the service location first if it is not already listed in Locations.

Open Services

  1. Open Settings.
  2. Select Services.

The page displays search, New service, and the existing service cards. Each card can show the service name, duration, price, CPT or billing code, and online-booking status.

Create the service card

  1. Select New service.
  2. Enter the required Service name.
  3. Set the Duration (minutes) and Price (USD).
  4. Select Create & Edit.

iSpeax creates the service and opens the full Service Details page so you can finish the setup.

Complete the service details

  1. Check the Service name.
  2. Add a Display name (public-facing) if clients or students should see a different name.
  3. Add the CPT / Billing code when needed.
  4. Review the duration and price.
  5. Choose a Service color and add a description when they help your team identify the service.
  6. Turn on Group event if the service can have more than one attendee, then set the attendee limit.
  7. Turn on Taxable if sales tax applies to the service.
  8. Under Online Bookings, turn on Bookable online when clients or students should be able to choose the service on the public booking page.
  9. Choose the Location of service.
  10. Turn on custom booking hours under Service availability only when this service needs hours that differ from the main availability schedule.
  11. Select Save Changes.

Return to Services and check the new card. If the service is bookable online, preview the public booking page and confirm that the name, duration, price, and location are correct.

Review or edit an existing service

  1. Use search when you need to narrow the service cards.
  2. Open the service you want to review.
  3. Update the applicable field and review the full service record.
  4. Select Save Changes.

When Bookable online is enabled, also check the selected location, service availability, and the main booking settings. These settings work together to determine what clients or students can choose.

Important: Before changing a service that is already in use, review its current bookings, session records, and finance records.

Duplicate or delete a service

The service-detail page displays Duplicate and Delete. Before using either action on a live service, contact iSpeax Support if you need to confirm what is copied, which records are affected, or whether a deleted service can be restored.

If a service does not appear as expected

  • Clear search and check the service list again.
  • Reopen the service and review its saved values.
  • If the service should be available online, preview the public booking page.
  • If the saved information is still wrong, contact iSpeax Support without including billing details, appointment information, or other sensitive information.

Create a service card with the duration, price, billing code, location, and online-booking options your team needs. You can also edit or duplicate an existing service from Settings.

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