In this training, we're going to look at service types, what they are, and how to manage or edit or create those service types.
Step 1: So service types, when you here we are in the training portal, appointment Calendar tab.
Step 2: And if you click to create a new appointment you will see that any appointment that is created is given what we call a service type.
Step 3: And that means what type of appointment is it a personal training appointment or group training, consultation, nutritional Lifestyle coaching, etc.
Likewise, when a client requests an appointment, they will see the same appointment types here or service types. Now, of course, different trainers and different businesses provide different services.
Step 4: So this service type feature is fully customizable. We do have a default in there to make it quick and easy for you to get started. Now to do to manage these, you want to click on the Settings tab.
Step 5: Or if you weren't on this, in this appointment area, you would roll over the Calendar and then select the drop-down to go to Settings.
Step 6: Service types is the first tab that is selected here. And that's the one that we want.
Step 7: And you'll see when you come in first time here, the ones that will be selected I believe will be these one Personal Training, assessment, consultation, and lifestyle slash nutrition coaching.
As the most common ones, you can check any of these are ticking the box or I'm checking them to decide which ones you want to publish.
Step 8: And remember when you publish not only will you as a trainer or any other trainers in your business be able to create appointments of that type.
Step 9: But clients will be able to request appointments of that type from you. And any of those service types will be tracked. Any credit or debits against those service tasks will be tracked based on planets created against that time.
So you just need to take on take the ones that you have you like you can't take all of these if you want and then create your own.
To create a new service type. Just click Create and create MMA coaching, let's just say and click Save. And as my service type it's published if I want to accomplish it anytime I can uncheck it.
Step 10: And if we go back to the appointment calendar, have to create a new appointment. Now see that MMA coaching using the least that has to be able to be selected.
