Add a new service
- Go to Settings
- Select Service Settings
- Click on Services
Your service list shows all the services you have created. On the Services page, you can set each service as visible or invisible to customers.
Add a new service
- On the Services page, click on Create New
- Enter required fields: Name, Category, and Minimum Booking Price, and any additional information such as a description and images
Set your pricing
You can choose from three pricing models:
- Time, if you charge e.g. hourly
- Fixed, if you charge a one-off fee per service
- Unit, if you charge e.g. per square meter
Custom fields are fields that your customers can/need to answer when making a booking through your Customer Portal and/or Branded App, or admin staff when they create bookings, quotes, or inquiries manually.
Custom fields can be:
- Additional costs on top of your base cost depending on customer’s selection
- Additional information from your customers, helping you prepare better
Customize your custom fields:
- Determine the type of custom field (e.g. drop-down, toggle, text field, see the image below for examples)
- Determine whether a custom field affects the price
- Determine whether it’s a required field
- Hide certain custom fields if you don’t want customers to see them when booking, but want your admins and workers to be able to add if required (These can be fields that a customer wouldn’t know to answer, but if an extra fee occurs while a worker is completing a booking, they can easily add it to the booking)
If you are on the Edit Service page, you can either create a new custom field or add an existing one. To do either, click on the ‘+’ icon next to the Custom Field section.
Otherwise, navigate to the Custom Fields tab on the Service Settings page, where you can create new custom fields, and connect them to the services where you want them to appear.
Connect Custom Fields to Services Example:
If you run a beauty salon business, and you offer hair, body, and nail services and you create a custom field Hair Length’ with the custom field values ‘Short’, ‘Medium’, and ‘Long’. In this case, you would only connect the custom field to your hair-related services, such as ‘Haircut’, and ‘Hair Color’.
Read more about setting up custom fields in the Create custom fields user guide page.
Add a service manual for your fieldworkers
- Giving your workers specific instructions per service helps them provide consistent quality service every time
- Service manual is only visible to your fieldworkers in the fieldworker app, and your admin staff in the system, your customers cannot see it
To add a service manual, simply type in or paste the instructions into the Service manual section.
Set a minimum booking price
Setting a minimum booking price for your service will prevent making a booking for any amount less than the minimum.
Assign service to a fieldworker
In order to assign a service to a fieldworker, the service needs to be linked to the fieldworkers who are able to provide the service.
- Fieldworkers can select which services they provide either in the OctopusPro fieldworker app or within the system by logging into their OctopusPro account in a browser
- If required, admin staff can also edit each fieldworkers profile, and add services to them
Add Service Categories
Categories help customers navigate between different types of services your business provides.
By default, you will have one category called ‘Category 1’, and all your services will be assigned to this category.
Add more categories:
- Navigate to the Categories tab in the Service Settings
- Click on ‘Create New’
- Name the category
- Assign the services that belong to the category by ticking them off from the services list
- Add an optional category description and image, these will be visible to the customer in your Customer Portal and/or customer-facing app
A beauty salon provides a variety of treatments. They divide their treatments into three different categories: Hair, Body, and Nails.
They can categorize their services, e.g. under the Hair category, they only list services such as blow dry, haircut, and hair coloring.
Recommendations for setting up your services
To improve the likelihood of your services getting booked, we recommend that you:
- Upload photos for each service
- Write a description for each service
- If you create categories, add a cover image and a short description of the categories as well
- Remember to activate or ask your fieldworkers to activate the services they provide in their profiles in order to assign services