Create a Customized Service
This article will guide you through how to create a customized service.
If you want to offer a service that isn’t included in the default list, this guide will show you how to create a customized service.
There are a few important steps to follow, so be sure to go through them one by one. It’s essential to complete all the information for your customized service, just as you would for any other service you've added.
To make sure you don’t miss anything, check out ("How To Add a Service To a Location") for a reminder of all the required steps.
Don’t forget to assign your customized service to a treatment provider once you're finished.
You can check out this article ("How To Add a Service To a Treatment Provider") to learn how to do that.
Step-by-Step
1. Go to "Settings"
2. Go to "Clinic Management"
3. Select the location where you’d like to add a new customized service. Click on "View Details"
4. Click on "Services"
5. Click on "Add Service"
6. You want to create a service that isn’t on the list, you’ll first need to select an existing service from the list as a starting point.
7. For example, select "Arm Lift" of the existing services this time
⚠️ Tip! If you want to create a customized service for example "Fat Removal - Arm". To keep the outcome accurate always choose a service that reflects the category or body area of the customized treatment you're creating.
8. Click on "Add Service"
9. Since "Arm Lift" is not the actual service you want to add, you're only using it as a base to create a customized service. Because of that, you should make sure this service is not active, and not visible or bookable for patients.
10. Make sure to untick both "Active" and "Visible on Marketplace" and click on "Save"
11. Click on "Confirm"
12. Since you unticked the "Active" option, you’ll need to click on "Show inactive" to view and manage the service.
13. Then click on "View Details"
14. Click on "Customize Service"
15. Enter the name of your new customized service.
16. Then click on "Save"
17. Remember to add a new description for your service, as this will be visible to patients.
Also remember to review each section—Consultation, Surgery, Post-Operative, and Revision—and update any necessary details. Your new customized service might have different pricing or other specific settings that need to be adjusted.
18. Make sure to tick the boxes "Active" and "Visible on Marketplace" again if you want the service to be visible and bookable for patients and then click on "Save"
19. Click on "Confirm"
20. Here, you’ll see that your customized service has been successfully added.
⚠️ Remember, if you want this customized service to be available at another location, you’ll need to repeat the same process for that location as well.
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