Create one-on-one Service — User Guide

This window lets you create, edit, duplicate and publish a one‑to‑one service (a session you offer to clients). Follow the steps below to complete each part of the creation flow.

Quick overview

  • The process is split into steps: Basic info → Duration & Schedule → Location/Weblink → Description & Image → Form (optional) → Settings → Review & Publish.

  • Use the stepper at the top to move between steps or jump to the final review.

  • You can save as a draft or publish when ready.

  • During actions the system shows short messages to confirm success or tell you about problems.

1) Start / open modal

  • Open the Create Service window from the services page or use the “duplicate” or “edit” options to change an existing service.

  • Duplicating makes a copy you can modify before saving.

2) Basic information (first step)

What to fill:

  • Visible title (what clients see) and internal name.

  • The page link is shown and can be edited.

  • Make the service public or keep it private.

  • Choose if the session is free or paid.

    • If paid, enter price and currency.

  • Add a discount and an end date if you want a promo.

  • Add promo codes (use existing or create a new one).

  • Choose whether to collect client phone numbers at checkout.

Tip: Required fields must be filled before you can publish. The form will highlight any missing items.

3) Duration & Schedule

  • Pick a session length from the list or add a custom length.

  • Select a schedule (when clients can book). You can create a new schedule if needed.

  • You can view availability for the chosen schedule.

4) Location / Weblink

Choose how your session will take place:

  • Online meeting (Google Meet, Zoom, general link)

    • If a service type requires an integration (Google/Zoom) you’ll be guided to connect accounts.

  • Phone or WhatsApp call

  • In‑person location (enter address, or use your saved address)

  • No link (no special location)

Notes:

  • Some options add extra fields (phone, address, meeting link).

  • Links must start with https:// — the system will warn you if not.

5) Description & Image

  • Add a description to explain the session.

  • Upload a main image or use the built‑in image options:

    • Upload from your device and crop if needed.

    • Remove the image if you change your mind.

    • If available for your account, you may generate an image using the built‑in image helper.

  • Add host name, color and icon if you want a custom look.

  • You can also add a video link to show a preview.

Important: Images must meet minimum size requirements (you will be warned if an image is too small).

6) Forms (optional)

  • Attach a custom form to collect extra information from clients when they book.

  • You can create a new form or attach an existing one.

  • If a form is attached, it will appear during checkout.

7) Settings

  • Add instructions that clients see after booking.

  • Optionally set a redirect link clients will be sent to after booking (must be a valid web address).

8) Review & Publish

  • Preview how the service will look.

  • Choose:

    • Save as draft — keeps the service unpublished.

    • Publish — makes the service live and bookable.

  • After saving or publishing you’ll get a confirmation message. If something failed, a helpful message will explain the issue.

If duplicating, the copy will be created and images will be copied automatically when possible.

Payments

  • If you plan to charge clients, connect your payments account (you will be guided if not connected).

  • If payments are not connected you can still allow offline payments.

Common tips & troubleshooting

  • Required fields: the modal points out missing required information before publishing.

  • Image warnings: you’ll see a clear message if image size is too small.

  • Integrations: when a service option needs a connected account (Zoom, Google Meet), the modal will prompt you and offer a link to connect.

  • Save often: use “Save as draft” if you’re not ready to publish.

  • If something goes wrong, follow the on‑screen message. If the issue persists, contact support.