Add a new service (promotion)
Step 1 - General
Deal name - The name of your service such as "Initial Consultation".
Service allows - This is the booking type.
- Single bookings - Only one booking for the service can be accepted at a time.
Used for appointments, consultations, private group sessions (multiple people but only one booking) - Multiple bookings - Allows more than one booking (unrelated people) for any scheduled service.
Used for classes such as fitness or training, events and performances. - Private bookings - Allows more than one booking (single group, private) for any available time-slot.
Location type - Please click related link for more details what are online, physical and mobile location.
Duration - Defines the total duration required to run your service.
Price - This will be displayed in booking widget for your customers to see.
Please make sure to hit Continue located on the bottom left to save changes. In the initial setup, once you hit Continue, the will direct you to the Promotions page. To access Step 2 - Staff & Resources, press the '...' button > Edit > Staff & Resources.
Step 2 - Staff & Resources
When you set up a service, you will need to define at least one staff or one resource.
Staff - Click Yes if your service relies on the availability of your staff members.
Setting staff is used to manage your capacity to prevent scheduling a session when the required staff is not available. This is most commonly used for owner operators or specialised staff such as doctors/hairdressers/technicians/consultants/instructors etc.
Adding staff to the system will also enable these members to receive online bookings if required.
Resources - Click Yes if your service relies on the availability of your resources.
If your business requires both staff and resources, the resource may be the critical factor for the service.
For example, if you provide tours and only have one bus, the bus as a resource is required.
Please make sure to hit Update located on the bottom left to save changes.
Step 3 - Availability
Services which are defined as Single bookings would allow customers to book the service on an appointment type or a first-come-first served basis.
Multiple bookings can only be scheduled for specific times.
Step 4 - Booking Preferences
Your service can be further customised to suit your business needs in the Booking Preferences section.
Booking Cut-off Time - By default, this is set to None.
Specify the time period before the booking time when you wish to stop accepting online bookings.
Allowable Cancellation Time - By default, this is set to 48 hours.
You can prevent changes or cancellations to the booking, allow changes or cancellations at any time or assign a time value ranging from 1 hour to 30 days.
Payment Settings - Accept payments during the booking process.
If you require accepting payments when the booking is made, you are able to collect the full amount or even a deposit in the form of a part payment.
Booking Form - This allows you to obtain additional booking information from your customer(s).
Adding custom fields allows for a large range of additional options such as providing an agreement to your service terms & conditions, advising of a pickup location, requesting dietary requirements and so on.
For an in-depth look at custom fields, please visit our advanced service setup article.
Customer Confirmation - Provide additional information to your customers.
In the confirmation email, you have the option to provide additional information such as what to bring, where to meet, how to dress and so on.
Apply changes and make a test booking - This feature allows you to quickly and easily make changes to your booking preferences and see how it will be displayed to your customer when displayed on your website.
Related Articles
Adding new filters to platform
Go to the Marketplace, then navigate to the Settings > Search results page drop-down. From there, select "+ Add new" beside "Service Custom Filters" to add a new filter. Please note to assign categories and filters on each existing published service ...Add new organisation
On the admin suite, navigate to blue plus button located on the right-hand side of the page. Select "Add New Monash Health Merchant" to create a new merchant account. A different page will display which will ask for the business type. Once selected, ...Adding new categories to platform
Go to the Marketplace, then navigate to the Categories. From there, click "Add New" in Category 1 to add a new category. To add a new sub-category. Select "View category 2" beside each main category > click "Add New" in Category 2 to add a new ...Activate a new service
Go to the left main menu, then navigate to Online Bookings. From there, select "Monash Health" > Services tab > click the activate button under "Show on marketplace" and set the necessary filters and categories.Add or Modify Filters Associated with a Service
Within the platform there are various filters that are assigned to each service that can be used to assist users in searching for appropriate services. To update the filters associated with each service you must be logged in as an administrator and ...