Services & Packages

Treatments, packages and pricing.

1
Create a service
Add a treatment patients can book and pay for.
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2
Create a service category
Group services on your menu and booking page.
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3
Make a service bookable online
Show a service on your online booking page.
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4
Set service pricing and duration
Set prices, appointment length and special rates.
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5
Create a package
Sell a set number of sessions at one price.
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6
Copy a booking link for a service
Share a direct link that takes patients straight to one treatment on your booking page.
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7
Bulk edit services
Change the colour, online status, price or category of several services at once.
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8
Add ISC codes to services
Attach the insurer code for each type of service, so UK private claims stay accurate.
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9
Add CCSD codes to services
Attach the UK procedure code for each service, so private insurance billing stays correct.
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10
Filter services
Find what you need in a long list by status, type, length, price, staff and more.
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11
Attach forms and messages to a service
Send pre-care messages, forms and aftercare automatically whenever a service is booked.
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12
Add addons to a service
Offer optional extras and upgrades on a service, using reusable option groups.
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13
Use service buffers
Divide an appointment into active, processing and blocked time, to schedule more efficiently.
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14
Find disabled services
Show services you've taken out of use, so you can check them or bring them back.
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15
Edit a service
Update a service's details, staff, prices, online settings, forms and addons.
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16
Delete a service
Remove a service you no longer offer, keeping your menu organised and up to date.
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17
Edit a service category
Change a category's name, colour, image or the services assigned to it.
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18
Delete a service category
Remove a category you no longer use, to keep your account organised and up to date.
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19
Create a service group
Add a top layer of organisation above categories, such as Injectables above each product.
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20
Edit a service group
Update a group's name, image or categories as your menu of services changes over time.
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21
Delete a service group
Remove a group you no longer need, with its categories moved safely into another group.
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22
Limit a service to existing patients
Allow only patients you've already seen to book a service online, such as a follow-up.
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23
Assign taxes to services
Apply the right tax rate or group to a service, so billing stays accurate and compliant.
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24
Turn a service on or off
Take a service out of use for now, without deleting it, and bring it back at any time.
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25
Set up extra time
Add time before or after a treatment, for numbing, cleaning or resetting the room.
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26
Sell a service at checkout
Sell a treatment outside of an appointment, using the sale screen for one or more services.
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27
Bundle services together
Book one service, and have the others scheduled straight after it automatically.
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28
Search by service code at checkout
Add a code to a service and find it instantly at checkout by typing that code.
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29
Reorder service categories
Arrange categories to make them easier to browse for your team and for patients online.
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30
Reorder services
Put your most popular services first, so patients and staff can find them quickly.
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31
Sort services alphabetically
Put your services in A to Z order with one click, so your team can find them quickly.
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32
Set special pricing for a service
Charge differently by employee, location or contract, and choose how deposits work.
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33
Set employee-specific durations
Give team members more or less time than the default service length for a procedure.
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34
Create a service charge
Add fixed or percentage fees to your services, so charges are clear and calculated for you.
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35
Apply a service charge
Add a charge at checkout, automatically or by hand, depending on how it's configured.
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36
Edit a service charge in Setup
Change a charge's name, amount or settings for all future sales at your clinic.
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37
Edit a service charge at checkout
Adjust a charge for one sale, without changing its standard settings in Setup.
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38
Delete a service charge
Remove a charge you no longer use, so it stops being applied to new sales.
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39
Remove a service charge at checkout
Take a charge off one sale when it shouldn't apply, then carry on with payment.
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40
See service charges on invoices
Check how a charge appears on a patient's invoice, and share the invoice if needed.
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41
Set service colours
Give treatments their own colour, so you can recognise appointments on the calendar.
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42
Set category colours
Colour whole groups of treatments, for easier calendar reading and online browsing.
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43
Set a pricing rule
Charge by unit, syringe, mL, minute or area, and let checkout work out the price.
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44
Use suggestions when naming a service
Get a ready-made description, key facts, addons and more for common treatments.
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45
Use the Service Optimiser
Scan your catalogue for clearer names and better descriptions, then approve the changes.
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46
Edit services in the list
Change everyday settings, such as online booking, deposits or rooms, right from the table.
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47
Duplicate a service
Copy a service when a new one is nearly the same, such as a longer version.
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48
Set up a service team
Describe the people a treatment needs, such as a surgeon and an anaesthetist, as named roles.
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49
Create a bundle
Combine different packages into one offer at a single price, for a multi-treatment course.
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50
Set package prices by location
Charge a different price for the same package at each clinic, when your rates vary.
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51
Repeat appointments for package sessions
Schedule a whole course in one go, using the sessions the patient has already bought.
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52
Redeem several sessions for one visit
Apply more than one package session to an appointment, from one package or several.
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53
Find archived packages
See packages you've taken out of use, so you can check them or reactivate them.
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54
Edit a package
Update the name, service, sessions, price, availability and locations of a package.
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55
Delete a package
Remove a package you no longer offer, while patients who hold it keep their sessions.
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56
Pay for an appointment with a package
Check out a visit using a pre-paid session, or add extra sessions if needed.
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57
Assign taxes to packages
Apply the right tax rate or group to a package, so it's added automatically when sold.
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58
Check package usage history
See every session in a patient's package, and whether it's booked or redeemed.
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59
Extend a package's duration
Give a patient longer to use their sessions by changing the package's validity dates.
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60
Reactivate an expired package
Reopen an expired course, with 30 more days of validity by default or longer if you choose.
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61
Sell a package at checkout
Sell a pre-paid course at the desk, which the patient can then use to book and pay.
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62
Void a package session
Move a session one step back when it was booked or redeemed by mistake.
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63
Refund remaining package sessions
Return the value of unused sessions to the patient's account, then process the refund.
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64
Transfer a session to an account balance
Move the value of unused sessions onto the patient's account, by refunding the package.
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65
Track and manage package sessions
Follow sessions from sale through redemption, with deductions tracked automatically.
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66
How package sessions are calculated
See how a session's value is worked out from a package's total price and session count.
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67
Sell a custom package
Build a one-off course for a single patient at checkout, with your own price and length.
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68
Offer a package instead of a service
Prompt your team to sell a course at the desk, with the saving shown, when adding a service.
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69
Create a room
Add your treatment rooms, so overlapping appointments can't be booked in the same space.
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70
Edit a room
Change a room's name, capacity, services, locations and availability at any time.
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71
Delete a room
Remove a room you no longer use, so it's no longer offered with your services.
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72
Create equipment
Add devices and tools that services need, such as lasers, so they can't be double-booked.
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73
Assign equipment to services
Link equipment to the treatments that use it, so it's reserved whenever they're booked.
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74
Assign equipment to locations
Choose which clinics have each resource, so it's offered only where it's available.
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75
Edit equipment
Change the name, services and locations of a resource as your clinic's needs change.
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76
Filter and order equipment
Drag your resources into priority order, and filter the list to find active or inactive ones.
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77
Delete equipment
Remove a resource you no longer have, so it's no longer offered with your services.
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78
Create a virtual service
Offer remote consultations, so patients can see you by video from wherever they are.
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79
Use group video appointments
Host a video call with up to 50 people, including caregivers, interpreters and clinicians.
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80
Use video consultations
Hold consultations from your browser with nothing to install, and join them in one click.
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81
Convert a service to virtual
Change an in-person service to video, or back again, with a single setting.
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82
Video consultation questions
Answers to common questions about rejoining, devices, recording and connection problems.
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83
See how long a video call lasted
Compare each consultation's length against the time booked, and see the credits used.
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84
Take a class payment from the calendar
Charge a participant from the class list on the calendar, using the usual checkout.
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85
Remove a participant from a class
Keep class lists accurate by taking someone off the list when they can no longer attend.
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86
Create a class
Set up group sessions, such as training or workshops, with several people in one booking.
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87
Cancel a class booking from the card
Cancel one person's place directly from their record, without changing the class itself.
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88
Update class participant statuses
Record attendance for each person booked, such as arrived, cancelled or no show.
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89
Add participants to a class
Add more people to a booked class, from your existing patients or as new records.
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90
How patients book a class online
How patients find a class on your timetable, book a place and get their confirmation.
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91
Book a class in the calendar
Schedule a group session on a staff column, and enrol participants straight away.
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92
Set up class notifications
Turn on and tailor the confirmations, reminders and cancellations class participants receive.
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93
How patients see booked classes
Where patients find their classes in the portal, and how they cancel a place.
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94
Show classes on your booking page
Let patients enrol in scheduled group sessions, and see how many places are left.
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95
Choose your class timetable style
Set the timetable's layout on computers and phones, its details and its header colours.
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96
Addons overview
Offer enhancements with their own price and duration, without a separate service for each.
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97
Create an addon
Build a group of optional or required choices, so staff and patients can customise a service.
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98
Edit addons at checkout
Change or add selections on a service already in the cart, without rebooking the visit.
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99
Select addons at checkout
Choose options when selling a service, so price and duration are applied automatically.
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100
Select addons when booking
Choose options when booking on the calendar, so price, duration and resources are correct.
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