PsychDesk
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Services

A service is one type of session you offer, with its price, length and format. Clients can only book what you have set up here, so this page decides what appears on your booking page. This guide covers creating, editing, sharing and deleting services, and selling several sessions together as a package with a repeating schedule.

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What this does for you

  • Clients see exactly what you offer and what it costs before they book.
  • Each service gets its own link, so you can send a client straight to the right one.
  • Packages let a client commit to a set of sessions up front, on a fixed weekly, monthly or custom rhythm, with the slots reserved for them.

Before you start

  • Your availability is set. Every service follows a weekly schedule. If you have not set one, do Quick Setup step 4 first.
  • Your username is final. Service links are built from it.
  • Your plan. Recurring and advanced scheduling is listed under the Standard plan. Check Upgrade in the left-hand menu if you do not see the options described below.
  • One service per therapy type you offer. When you book a session, only services matching the client's therapy type are offered. If you see couples, families or groups, create a service for each.

The Services page

Click Services in the left-hand menu.

Services page listing services for couples, groups and families, with Packages, Share Booking Page and Add Service at the top

At the top:

  • Search services finds a service by name.
  • Packages opens your multi-session packages.
  • Share Booking Page shares your whole booking page.
  • Add Service creates a new service.

Each service card shows its name, mode (for example Online), the schedule it follows, its link, a short description, the price and the duration. On the right of each card are Share and a ⋯ menu for editing and deleting.

Create a service

  1. 1
    Click Add Service.
  2. 2
    Fill in the details below.
  3. 3
    Click Save Service.
Add New Service form
FieldWhat to enterRules
Service NameWhat clients will see, such as "Anxiety Therapy"Keep it short and plain
Therapy TypeIndividual, Couple, Family or Group TherapyPick one from the list
DescriptionWhat the service covers and who it is forShown on your booking page
Price (₹)Your fee per sessionA number, 0 or more. 0 makes the session free
Duration (minutes)Length of one sessionA number, at least 1
ModeOnline, In-Person, or HybridPick one from the list
Availability ScheduleThe weekly schedule this service followsPick from the schedules you created in Settings
Service URL SlugThe end of this service's linkUse lowercase words joined by hyphens, such as anxiety-therapy

Things to know:

  • The duration decides how your day is cut into time slots. A 60-minute service on a 9:00 AM to 5:00 PM day gives hourly slots.
  • The price is what the client is charged at booking. Check it before you save.
  • The form has three sections on the left: Service Details, Availability and Package. For a new service, fill in Service Details and save. The other two are covered under editing.

To add more services later, click Add Service again. There is no need to repeat any other setup.

Edit a service

  1. 1
    On the service card, click ⋯.
  2. 2
    Click Edit.
The ⋯ menu on a service card, showing Edit and Delete

The edit page has three sections.

Edit page for a service, on the Service Details section

Service Details. The same fields as when you created it. Change what you need and click Save Service.

Availability. Shows which weekly schedule this service uses and its working hours for each day. To change the hours themselves, click Manage Schedules, which takes you to your availability settings. To move the service to a different schedule, go back to Service Details and change Availability Schedule.

Package. Lets you offer this service as a multi-session package. Turn on Enable Package Bookings to switch it on.

Package section of the edit page, with the Enable Package Bookings switch

Things to know:

  • Changing the Service URL Slug changes the service's link. Any link you have already sent to clients will stop pointing to it, so send the new one.
  • A price change applies to new bookings. Tell clients before you raise a fee.
  • Dates you have marked as holidays or given custom hours in your Daily Calendar always override the weekly schedule shown here.

Share a service

To share one service, click Share on its card. The client lands on your booking page with that service already chosen.

To share your whole booking page, click Share Booking Page at the top. You get four options:

Share Booking Page menu with Copy Link, Preview Page, Share via WhatsApp and Share via Telegram
  • Copy Link copies the link so you can paste it anywhere.
  • Preview Page opens the page as a client sees it.
  • Share via WhatsApp opens WhatsApp with the link ready to send.
  • Share via Telegram does the same in Telegram.

Use Preview Page after any change, to confirm it looks right before clients see it.

Delete a service

  1. 1
    On the service card, click ⋯.
  2. 2
    Click Delete.

Before you delete:

  • Check the service has no upcoming bookings.
  • If you only want to stop new bookings for a while, change its schedule or mark the dates as holidays instead.
  • Anyone holding the old link will no longer reach the service.

Packages: selling several sessions together

A package bundles a set number of sessions of one service into a single plan. The client pays once and the sessions are booked on a fixed schedule. This is how you take a bulk booking, and how you set up a recurring one.

Create a package

  1. 1
    On the Services page, click Packages.
  2. 2
    Click Create Package.
Packages page showing the totals at the top and one active package listed below
  1. 3
    Choose the service the package is for. Pick it from the list at the top, or click Set up Package on its card.
Add Package page with a card for each service to choose from
  1. 4
    Fill in the package details.
Add Package form with package name, number of sessions, discount and booking frequency
FieldWhat to enterRules
Package NameThe title clients see, such as "6-Week Recovery Program"Your own wording
Number of SessionsHow many sessions the package containsBetween 2 and 52
DiscountMoney off the full priceOptional. Choose % (0 to 100) or ₹ Amount
Booking FrequencyHow often the sessions repeatDaily, Weekly or Monthly
  1. 5
    Set the schedule (see the next section).
  2. 6
    Check the Package Preview on the right.
  3. 7
    Click Create Package.

The Package Preview updates as you type. It shows the total the client pays under Package Investment, the Effective Rate per session after discount, and the full list of session dates.

For example, six sessions of a ₹1,000 service with a 10% discount come to ₹5,400, or ₹900 a session. The preview shows the saving to the client as well.

Once created, the package appears on the Packages page with its price, session count, date range, and how many sessions are booked.

Set up the recurring schedule

Under Booking Frequency, choose how the sessions repeat. What you pick next depends on the choice.

Weekly: the same day every week. This suits most ongoing therapy.

  1. 1
    Choose Weekly.
  2. 2
    Under Select Day of Week, click the day.
  3. 3
    Under Available Time Slots, click the time.
  4. 4
    Set the Start Date.
Weekly package set for Mondays at 10:00 AM, with six session dates listed in the preview

In the example above, six sessions on Mondays at 10:00 AM starting 5 October run through to 9 November. The preview lists every date so you can check it against your diary.

Monthly: the same date every month. This suits maintenance or review sessions.

  1. 1
    Choose Monthly.
  2. 2
    Click the day of the month on the calendar.
  3. 3
    Click the time slot.

Daily: dates you pick yourself. This suits intensive or irregular blocks.

  1. 1
    Choose Daily.
  2. 2
    Click each date you want on the calendar. You can select several.
  3. 3
    Click the time slot.

Things to know:

  • Only days and times inside the service's availability schedule can be chosen. If a day is missing, it is not a working day on that schedule.
  • The first and last session dates set the period the package is valid for. Both you and the client see this date range.
  • Check the session dates in the preview for holidays before you create the package.

How a package gets booked

By the client. Your booking page has a Package tab next to Single Session. The client sees the package name, number of sessions, total price, saving and valid dates, and clicks Continue with details.

Public booking page on the Package tab, showing the package with its price, saving and valid dates

By you. Go to Bookings, click Book Session, choose the client, then set Booking Mode to Package. The Bookings guide walks through this.

The Packages page under Services shows your totals: active packages, revenue, clients enrolled and average completion.

Check it worked

  1. 1
    On the Services page, click Share Booking Page, then Preview Page.
  2. 2
    Confirm the new or edited service appears with the right price, duration and mode.
  3. 3
    Click the service and check that time slots appear on your working days.
  4. 4
    If you created a package, click the Package tab and confirm it is listed with the right number of sessions and total.

Common problems

ProblemLikely causeFix
Service shows no time slotsIts schedule has no working hours on those days, or the dates are marked as holidaysEdit the service, open Availability, and check the schedule. Then check your Daily Calendar
Slots are the wrong lengthThe duration is wrongEdit the service and correct Duration
A day is missing when setting up a packageThat day is not a working day on the service's scheduleAdd the day to the schedule in Settings > Availability
A shared link no longer worksThe slug or your username was changedShare the new link
Package total looks wrongDiscount entered as ₹ instead of %, or the other way roundCheck the selector next to Discount

What to set up next

  • Add your clients: see the Clients guide.
  • Book a session or a package for a client: see the Bookings guide.
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