Setting Up Services
Services define what your customers can book. Each service has a name, duration, price, and availability settings that your AI agent uses to schedule appointments.
Creating a Service
- Go to Dashboard > Business > [Your Business]
- Navigate to the services section
- Click Add Service
- Fill in the details
Service Details
| Field | Description | Example |
|---|---|---|
| Name | The service name (must be unique per business) | “Initial Consultation” |
| Description | What the service includes | ”30-minute introductory session to discuss your needs” |
| Duration | How long the service takes (in minutes) | 30 |
| Price | The cost of the service (optional) | $75.00 |
| Color | A color for calendar display | Blue |
Scheduling Constraints
Control how and when this service can be booked:
| Setting | Description | Default |
|---|---|---|
| Buffer before | Minutes of free time required before the appointment | 0 |
| Buffer after | Minutes of free time required after the appointment | 0 |
| Max per day | Maximum number of this service that can be booked in one day | No limit |
| Advance booking days | How far in advance customers can book | 30 days |
| Minimum advance hours | How soon before the appointment it can be booked | 1 hour |
Availability
Set when this service is available:
- Available days — Which days of the week (default: Monday through Friday)
- Start time — Earliest appointment time
- End time — Latest appointment time
Buffers are important for services that require setup or cleanup time. For example, a 30-minute cleaning service with 15-minute buffer after means the next appointment can’t start until 45 minutes later.
Examples by Industry
| Industry | Service | Duration | Buffer After | Max/Day |
|---|---|---|---|---|
| Dental | Teeth Cleaning | 60 min | 15 min | 8 |
| Dental | Consultation | 30 min | 10 min | 12 |
| Legal | Initial Consultation | 60 min | 15 min | 6 |
| Legal | Document Review | 45 min | 0 min | 8 |
| Salon | Haircut | 30 min | 10 min | 16 |
| Salon | Color Treatment | 120 min | 15 min | 4 |
| Home Service | Plumbing Inspection | 60 min | 30 min | 6 |
| Auto | Oil Change | 30 min | 10 min | 12 |
Managing Services
Editing a Service
Click on any service to update its details. Changes apply to future bookings — existing appointments are not affected.
Disabling a Service
Toggle a service to Inactive to temporarily stop it from being booked. The service stays in your list but won’t be offered to callers. Reactivate it anytime.
Reordering Services
Use the sort order to control which services appear first when your AI agent offers options to callers.
How Your AI Agent Uses Services
When a caller asks to book an appointment, your AI agent:
- Lists available services by name and price
- Checks the selected service’s availability settings
- Finds open time slots that respect buffers and max-per-day limits
- Offers the next available times to the caller
- Books the appointment for the correct duration
Your AI agent speaks the service name exactly as you’ve configured it. Use customer-friendly names — “Teeth Cleaning” is better than “PROPH-01”.