A price list is a list of services your business provides. Adding it will allow you more easily create and edit invoices and estimates for your clients. If you use the appointments workflow, managing your price list is key to creating a good booking page.
There are two options to add a price list: you can either add price list items manually or import the list as a whole from a CSV file. To learn how to import your price list, check out 'Importing a Price List'.
This article provides a guide to:
Adding a new price list item
To add a new price list item go to 'Settings' and click 'Price List' under the
'Online Booking' section. On the page under the 'Items' tab (opens by default) click 'Add Service':
The form is standardized for all types of services. It allows you to enter the item name, select a category (if previously added), and provide a description, duration, and price. You can also customize business hours and attach images.
To indicate whether the service is mobile, taxable, bookable by customers, or requires prior payment, simply check the corresponding boxes. Additionally, you have the option to specify a deposit amount (in dollars or percentage) that customers need to pay when booking the service. If you select the 'Require Customer Payment' option, the full amount for the service should be paid.
Once everything is done, click 'Save'. The item will be added to your price list.
Adding a new category
Each item can belong to a category. A category describes a group of services that are related to the same business area.
Preset price list items from corresponding industries are already put into categories. To add a new category to your price list go to the 'Categories' tab on the 'Price List' page and click 'Add Category':
Enter a name for a new category and click 'Save':
Working with your price list
If your price list includes multiple industries, it can be filtered by category. Click on the 'category' field and select the required category on the drop-down menu. There is also a search tool available for your convenience.
See also: Importing a Price List.