Services

Understanding Services

About

The Services page is the heart of your business—without services, customers cannot book your team. This section allows you to clearly define what you offer and how those services are presented to your clients.

There are four primary stages to configuring a service. Follow these steps to ensure your services visible to customers:


Add Service Details

  1. Select Services from the main menu on the left side of your portal. 
  2. Click the Add service button.
  3. Enter a Name for your service.
  4. Provide a Description to explain what the service includes.
  5. Select the appropriate Category from the dropdown menu.
    • Note: Categories are managed in the Categories page; ensure yours are set up before creating services.
  6. Select the relevant Tax type (e.g., None, RUT, or ROT).
  7. Check Active to make the service bookable.
    • Check Popular to highlight high-demand services and track their performance.
    • Check Add-on service if this is a supplemental service that accompanies a main task.
  8. Click Upload new photo to add a service image (optional).
  9. Click Create to save, then Next to proceed.

Create a Service Rate

The Service Rate defines the cost to the customer based on a specific quantity or metric.

  1. Enter a Name for your service rate (e.g., Standard Price, Hourly Rate).
  2. Enter the Price of the rate.
  3. Select your preferred Currency (e.g., SEK or EUR).
  4. Define the Quantity required for a booking.
  5. Enter the Unit of measurement (e.g., hours, sqm).
  6. Check Hidden if you want to keep this rate internal.
  7. Check Subscription to link this rate specifically to recurring subscription models.
  8. Click Create to save the rate.

Add Buddy Interactions

These are operational tasks or checklists required to fulfill the customer's needs.

  1. Click Import to bring in an existing interaction or + Add Buddy Interaction to create a new one.
  2. Enter a short description of the task the Buddy must perform.

Create a Buddy Rate

Setting a Buddy Rate ensures your service providers receive accurate compensation.

  1. Enter a Name for your Buddy rate (e.g., Fixed Salary, Hourly Salary).
  2. Select the appropriate Salary type from the dropdown menu.
    • Note: Salary types must be defined in Salary Configurations before they appear here.
  3. Enter the Salary Rate.
  4. Select your preferred Currency (e.g., SEK or EUR).
  5. Select the appropriate Unit from the dropdown (e.g., m^2, h, piece, or km).
  6. Click Create to save the Buddy rate.