Change the service on a booking

Last updated

Swap a confirmed booking to a different service with the same person at the same time, and see what it does to the price first.

Who can do this
Owners, admins and managers; staff, for their own
Where to find it
Calendar, then open the booking

Use this when a customer arrives and wants something different from what they booked. The time and the person stay the same. The booking takes the new service's length and price.

Change it

  1. Open Calendar and choose the booking.

  2. Choose Change service. The button appears on a confirmed booking that has not started yet.

  3. Under New service, choose the service.

  4. Read what changes. The box shows the old service struck through, then the new one with its length and price, then the money in plain sentences.

  5. Choose Change service.

What the box tells you

  • The new length. If the booking now ends at a different time, it says when.

  • What was paid. If the customer paid a deposit, it says whether that covers the new price or how much is still due at the end.

  • An extra payment. If they paid more than the new price, it says the extra goes back to their card after the appointment. If your business takes tips, the customer can leave it as a tip instead.

  • Extras that no longer fit. An extra the new service does not offer comes off, and the box names it.

Services that are not listed

The list leaves out services priced by quote and services this person does not do. If nothing fits, the box says "No other service can take this booking's place". Choose another service, or ask a manager to change it.

If the new service clashes

If the longer booking runs into something else, the box is titled with what is wrong, such as "That time is close to another booking". Choose Change it anyway if that is fine.

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