Services · Setup
How to list a new service
Create a service your clients can book, set duration and pricing, choose in-person or virtual delivery, and assign the right staff members so availability appears correctly at checkout.
Create services quickly
Add a service with name, duration, price, and delivery mode in one flow.
Assign bookable staff
Choose which staff can perform the service so booking availability is accurate.
Publish safely
Keep services inactive while drafting, then activate when ready to sell.
Before you start
You need access to service management in your Beautay admin. If you do not have permission, ask an account owner or admin to grant it.
At least one active staff member should exist before publishing a new service, otherwise clients cannot book it with anyone.
Open the Services page
- Sign in at
accounts.beautay.co.uk. - Open your business in admin.
- Go to the Services area and click Add service (or equivalent create button in your view).
Create the service details
Fill in the base details first. These define what appears to clients when booking.
- Service name (for example: Anti-wrinkle consultation).
- Description (optional but recommended for clarity and conversion).
- Duration in minutes.
- Buffer time if your workflow needs setup or cleanup between clients.
In most clinics, it is best to start with a simple baseline service and improve it over time instead of waiting for perfect settings.
Set pricing and payment policy
Enter your total service price in GBP. Then choose how customers are charged at booking.
| Option | What it means |
|---|---|
| Total price | Full service value shown to clients. |
| Payment policy | Choose full payment or deposit at booking. |
| Deposit amount | Only used if deposit policy is selected; cannot exceed total price. |
If you plan to vary price based on time, provider, or conditions, use this as your base setup and then layer advanced pricing rules later.
Assign staff members to the service
This step controls who can be booked for this specific service.
- Find the staff assignment section in the service form.
- Tick each active staff member who can deliver this service.
- Save your selections before leaving the page.
Save and publish
After saving, verify the service appears in your service list with correct duration, price, and assigned staff count.
- Use active status when ready to accept bookings.
- Use inactive status if you want to finish setup later.
- For virtual services, set delivery mode to Virtual and then connect Zoom in Zoom integration.
Edit, archive, or reactivate later
You can return to Services at any time to change pricing, duration, staff assignments, and status.
- Edit for normal updates.
- Set inactive to temporarily remove from new bookings without deleting history.
- Reactivate when you are ready to offer it again.
Troubleshooting
I cannot save the service
Check the required fields first: name, valid duration (minimum threshold), and valid price. Also confirm your payment/deposit values are valid.
No staff appear in the assignment section
You likely have no active staff profiles yet. Add staff in the team/staff area, then return to the service form and assign them.
The service is saved but not bookable
Verify that the service is active and at least one active staff member is assigned. If either is missing, booking availability will not show.
I'm blocked by a plan or permission error
Your account may not have service management permission, or your current plan limit for active services may have been reached. Ask an owner/admin to review role permissions and plan limits.
My pricing setup is more complex than this guide
Use this basic service as your foundation, then apply advanced service pricing rules in the dedicated dynamic pricing workflow once published.
Still need help?
Our support team can look into your specific account and booking settings.