Service Settings
The Services feature in Inflo allows businesses to manage and optimize the variety of services they offer, from booking and scheduling to tracking Customer progress and managing staff resources. You can customize service protocols, define treatment plans, intake forms and supplies to meet the specific needs of your business.
Para acceder a esta función, utilice la barra de búsqueda del banner superior y busque “Services”
Create a Service
- Haga clic en Crear
- Input Basic Service Details
Opción | Descripción |
* Nombre | Name of service. It will show in your transactions, customer website, and apps. Multilanguage option available. |
Cost | Cost of the service to you. |
* Price | The price you want to charge for the service |
* Duration | Duración del servicio en minutos |
* Category | ¿En qué categoría de servicio debe incluirse? |
Image | Image that will show for the service in your transactions, customer website, and apps. |
* Denota entrada requerida.
- Haga clic en Guardar
Service Details
- Input Additional Service Details
Opción | Descripción |
---|---|
Descripción | Add a description of your service. Will be shown in your smart search for employees, customer website and apps. |
Keywords | Add keywords to make your service easier to find for staff and customers, including terms not in the name or description but commonly searched. |
Notes | Add notes visible only on this settings page, useful for personal reminders or however you want to use it. |
- Finalize Service Options
Slider | Descripción |
Shop Online | When turned on, your customers will be able to purchase credits for this service online. |
Book Online | When turned on, your customers will be able to book an appointment for this service online. |
Requires Room | When turned on, this service will require a room to be booked. |
Requires Employee | When turned on, this service will require an employee to be booked. |
Show Protocol | When turned on, your staff will be able to view the service’s protocol in the provider app. |
Additional Service Configurations
Service Relationship
The service relationship feature in Inflo lets businesses link similar services. For example, if you link Facial A and Facial B, a Customer with credits for Facial B can still use them for Facial A if they choose.
Example
A spa offers two services: a 60-minute massage and a 60-minute facial, both priced the same. The spa wants to give customers more flexibility by allowing them to purchase multiple credits at a discount, but the customer may want to switch between the two services. By linking these services, a customer who buys 5 credits can use the credits for either massages or facials, depending on their preference that day.
This interchangeability enhances customer satisfaction by offering flexibility, streamlining the process for the business, and reducing the need to constantly change the credits in the backend.
Service Specials
Our service special feature allows you to create customizable sales for any service, with flexible configurations to fit your business needs.
Create a Service Special
- Haga clic en Añadir
- Input the Special’s Details
Opción | Descripción |
Max Quantity | The maximum amount of credits for this special your Customer can buy online. |
Min Quantity | The minimum amount of credits for this special your Customer can buy online. |
* Price | Price you want to charge for the special. |
* Category | Under which special category should the special fall under. |
* Sale Starts | When does the special start? |
* Sale Ends | When does the special end? |
Show Online | When turned on, customers can view and purchase the special online. When turned off, it’s only available for staff to sell internally. |
* Expiration Type | You have three options: Does Not Expire: The credit from the special will never expire after purchase. Expires by Exact Date: The credit expires on a set date. You can enable the ‘Convert to Balance’ option to turn expired credits into a positive account balance. Expires by Days after Purchase: The credit expires a certain number of days after purchase. The ‘Convert to Balance’ option is also available for this setting. |
Comment | You can add an internal comment that is only visible on this screen. |
* Denotes required inputs.
- Haga clic en Guardar
Edit a Service Special
You can edit specials by extending the end date or repurposing an old special by updating the dates. This won’t affect previous credits, as expiration dates are set at the time of purchase and remain unchanged by future configuration updates.
Service Treatment Plans
Our treatment plan feature enables comprehensive documentation of each step within a procedure. You can create detailed, in-depth treatment plans for any service as needed. Treatment plan options can also link to supplies, ensuring automatic inventory updates.
In this screen, simply select the treatment plan elements you want to include for the service.
Related Information
Treatment Plan Configurations