Add Services
You MUST add at least 1 service to add a session to the calendar.
Services are VERY important! The software uses the service to determine the cost to your clients and the wages earned by your practitioners.
You may also enter $0.00 for costs and wages if you do not want to charge your clients or pay your practitioners. You would add $0.00 if the session is a free session.
You can find the add service page using the main menu: SESSIONS > ADD SERVICES.
We recommend you keep your services as generic as possible. For example: Elementary Tutoring instead of Grade 5 Math Tutoring.
Too many services can become hard to manage especially if you allow your practitioners to add sessions themselves or plan to change pricing from year to year.
If you want to have a unique cost for a client or a unique wage for a practitioner you can do that within the rates and reports section of the accounting module.
If you are just getting started make sure you leave the
Service Visible set to Visible to all users (Recommended).