Services

The Servizi (Services) tab of the Stock is the salon's price list: everything that is done and sold by time (haircut, colour, beard, massage...). Services are used by appointments (duration, operators, workstations), by the Cash desk (price, points), by online booking and by the bot, which offer only those that are Attivi (Active).

Contents

1. The columns
2. The toolbar
3. Creating a service
   1. Step 1 — Dati Principali
   2. Step 2 — Tempi e Risorse
   3. Step 3 — Listino e Canali
4. Editing a service
5. Importing services from documents
6. «From supplier» services
7. How the service's data is used
8. Procedures
9. Related entries

The columns#

The table has 14 columns; with Visibilità (Visibility) you choose the ones to show. The general behaviour is in Data tables.

The toolbar#

Services cannot be deleted: to remove one from the price list you set the status to Disabilitato (only Titolare (owner) and Responsabile (manager); an Operatore (operator) receives «Operazione riservata a Titolare o Responsabile.» (Operation reserved for Titolare or Responsabile.)).

What changes with Disabilitato. The service is no longer offered when you create an appointment, does not appear in online booking and is not offered by the bot that takes bookings; it keeps appearing in the Cassa's list. Appointments already booked with that service stay.

Creating a service#

It opens with Aggiungi ▸ Crea da zero: the «Nuovo Servizio» (New Service) window (when editing «Modifica Servizio») has 3 steps: Dati Principali → Tempi e Risorse → Listino e Canali (Main data → Times and resources → Price list and channels). At the bottom there are Annulla (Cancel), Indietro (Back), Avanti (Next) and, at the last step, Crea Servizio (Create service) (when editing Salva Modifiche (Save changes)). In the step bar you can click only the steps already seen. Annulla, the X and a click outside the window close it without asking for confirmation and without saving.

Step 1 — Dati Principali#

The categories. The list is fixed (new categories cannot be created) and is multiple choice: each click adds or removes a category and the menu stays open. Next to each entry the «i» shows examples of services that belong to it. The 15 categories are: Taglio (Haircut), Styling e acconciature (Styling and hairstyles), Colore (Colour), Trattamenti capelli e cuoio capelluto (Hair and scalp treatments), Trattamenti tecnici capelli (Technical hair treatments), Barba e rasatura (Beard and shaving), Viso (Face), Corpo (Body), Depilazione (Hair removal), Mani e piedi (Hands and feet), Sopracciglia e ciglia (Eyebrows and lashes), Make-up e trucco permanente (Make-up and permanent make-up), Abbronzatura (Tanning), Benessere e spa (Wellness and spa), Consulenza (Consultation).

Step 2 — Tempi e Risorse#

No operator ticked means «all», including those who will be hired in the future. Ticking them all by hand, instead, counts as a fixed list of people.

The operators and workstations chosen are aligned with the team member's record (Staff): enabling a team member for a service also updates their list of qualified services, and vice versa. If the service requires certain workstations, you can enable only the team members who have at least one workstation of that type assigned; otherwise «Non puoi abilitare a questo servizio: NOMI. Per ogni tipo di postazione richiesto dal servizio il collaboratore deve avere assegnata almeno una postazione di quel tipo.» (You cannot enable for this service: NAMES. For each type of workstation required by the service, the team member must have at least one workstation of that type assigned.) appears.

Step 3 — Listino e Canali#

Avanti checks the step you are in; Crea Servizio rechecks everything and, in case of error, takes you back to the first step that is wrong. On saving, «Servizio creato con successo» (Service created successfully) (or «Servizio aggiornato con successo» (Service updated successfully)) appears, the window closes and the service is in the table. If it fails, «Si è verificato un errore durante il salvataggio» (An error occurred while saving) appears: the most frequent causes are a name already used in the same location, a duration outside 5–480 minutes or the absence of an active location. If a colleague saved the same service in the meantime, the conflict message described in Stock appears.

The service's costo vivo (direct cost) cannot be edited.

Editing a service#

1. Click the service's row and press Modifica.
2. «Modifica Servizio» opens with the same 3 steps already filled in.
3. Change what you need and press Salva Modifiche at the last step.

Changing the price does not modify appointments already booked or sales already recorded.

Importing services from documents#

It is used to create services starting from a price list or a sheet already written. It is reserved for Titolare and Responsabile.

1. Servizi ▸ Aggiungi ▸ Importa esistenti.
2. The guided import window opens, described in Importing clients: you upload the files, the program reads them with artificial intelligence and shows a preview of the services found, from which you choose which to insert.
3. For each service these are needed: name (at least 2 characters), price, duration (from 5 to 480 minutes), VAT rate (22, 10, 5, 4 or 0) and category from the fixed list; if one of these is missing or not valid, that service is not imported and you see the reason.

Imported services are created with buffer and processing time at zero, all operators, no workstation, target Tutti, points 0, visible online and Attivi. If a service with the same name already exists in the location, «Esiste già un servizio chiamato "NOME" in questa sede.» (A service called "NAME" already exists in this location.) appears. After the import it is always best to recheck each service with Modifica, especially duration, times and points.

«From supplier» services#

The items that the Cassa in Paga (Pay) mode saves as a service (for example a resold course), if they are not for internal use, appear in this table with the category «Servizio (da fornitore)» (Service (from supplier)), empty duration and times, Solo interno and price and VAT inherited. On these rows the Stato (Attivo/Disabilitato) works; price and category cannot be changed from the Magazzino.

How the service's data is used#

Procedures#

Adding a service

1. Servizi ▸ Aggiungi ▸ Crea da zero.
2. Name, one or more categories, duration. Avanti.
3. Buffer, processing time, workstations, operators. Avanti.
4. Price (VAT included), VAT, commission, points, home visit, online. Crea Servizio.

Removing a service from the price list: click the green Attivo label in its row; it turns red Disabilitato.

Changing a service's loyalty points: select it ▸ Modifica ▸ third step ▸ Punti Fedeltà Assegnati.

Related entries#

• Stock
• Products
• Importing clients
• New appointment