Setting up Services & Default Taxes

You to create Service Categories (Massage Therapy), Services (Hot Stone Massage) and Durations and Specific Costs of each treatment.  As well, you are able to associate Practitioners to specific services. You will also need to set a default tax to that service if the service is taxable.

  1. Login as Admin
  2. Click the Gear icon (top right header)
  3. Under the Clinic Billing heading click Services
  4. Click Add Category 
  5. Add Category name and click Save Category Only or Save Category & Add a Service
  6. If you click Save Category Only, click Add Service to add the first service.
  7. You will see a dialog containing the following fields.  Add in the name, description and as many durations as you like.  Select a default tax rate if the service is taxable (you must have already set up taxes). Lastly, associate the service to as many practitioners as you like.

 

Display in Online Booking controls whether or not the service is displayed to patients when booking online. Determine if you want the price to be displayed with tax included. 

Call to Book/Text to Book/Email to Book requires the patient/client to use the mode selected to book an appointment.

Show Price controls whether or not to display the price of the service to patients when they book online.

 

Have more questions? Submit a request

7 Comments

  • 0
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    audrey seale

    I have just joined and would like to add a service.. I have done the above a few times to try get it to work but a red banner keeps popping up saying it cant add a service / please complete the form.. I have no idea why as I have filled in everything

  • 0
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    Ryan

    Audrey, it sounds like you probably entered invalid information in the form.  I'll open a ticket to help you.  

  • 1
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    Jodi Case Registered Massage Therapist

    Hello, The same thing is happening to me, big red bar that won't let me continue.

    Thank you

  • 0
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    Ryan

    Jodi, can you send a screenshot of the issue and email it to support@soapvault.com?  We would love to help you out!

  • 0
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    Laura Hodge, LMBT

    I would like to be able to change the duration of time for recovery on service items already entered, how do I do this?

  • 0
    Avatar
    Ryan

    Laura,

    Log in as admin.  Click on the Gear icon (top right).  Under the Billing heading click on 'Services'.  Click on the Services Category name.  Click on the 'Edit 'button of the Service duration you want change.

     

    Thanks

  • 0
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    Amara Tudezca Broughton

    Is there any way to adjust the duration buttons? Some of my clients don't understand the buttons and are assuming I only offer 1 duration. I'd like to make them more obvious.

    A drop down menu, or a label on the buttons, would make the menu more intuitive.

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