Service: How to set it up

Step-by-Step Guide to Managing Services on YBP

1. Create a New Service

• Click CREATE in the Services section.

• Fill in the details:

  • Service Name: Name of the service (e.g., “Level 1 All Nails”).

  • Category: Select the appropriate category (e.g., “NAIL ART”).

  • Price: Enter the price of the service (e.g., “11 EUR”).

  • VAT: Select the applicable VAT rate (e.g., “Vat 21 (2+%)”).

  • Duration: Set the duration of the service (e.g., “20 mins”).

  • Employees: Assign employees who can perform this service.

  • Needs Tools?: Indicate if the service requires special tools.

  • Needs Description?: Add a description if needed (e.g., “This service can be booked online”).

• Click SAVE to create the service.

2. Edit an Existing Service

• In the Services section, locate the service you want to modify.

• Click EDIT to update details like:

  • Service Name: Update the name if needed.

  • Category: Change the category if required.

  • Price: Adjust the price.

  • VAT: Update the VAT rate.

  • Duration: Modify the duration.

  • Employees: Add or remove assigned employees.

• Click SAVE to apply changes.

3. View Active Services

• Go to the Services section in YBP.

• You’ll see a list of active services grouped under their respective categories (e.g., NAIL ART, Treatment Pedicure).

• Each service includes:

  • Name: Name of the service (e.g., “Level 1 All Nails”).

  • Duration: How long the service takes (e.g., “20 mins”).

  • Price: Cost of the service (e.g., “11 EUR”).

  • Action: Options to EDIT, DELETE, or DUPLICATE the service.

• Use the SEARCH bar to find specific services or click RESET to clear the search.

4. Delete or Duplicate a Service

• In the Services section, locate the service you want to delete or duplicate.

• Click DELETE to remove the service from the system.

• Click DUPLICATE to create a copy of the service (useful for similar services with minor differences).

5. Export Services

• Click EXPORT to download a list of all services in a file format (e.g., CSV or Excel).

• This is useful for record-keeping or sharing with your team.

Key Tips for Managing Services:

1. Use Clear and Descriptive Names: Make it easy for customers to understand what each service includes (e.g., “Level 1 All Nails”).

2. Group Services Under Relevant Categories: Ensure services are organized logically (e.g., all nail art services under “NAIL ART”).

3. Set Accurate Durations and Prices: Avoid overbooking or undercharging by keeping durations and prices up to date.

4. Assign Employees: Assign specific employees to services if only certain staff members can perform them.

5. Regularly Review Services: Update or remove outdated services to keep the system efficient.