Services & Staff
Add the services you offer and manage your team members.
Adding Services
Go to Services → New Service to add the services you offer.
- •Service Name
e.g., 'Standard Cleaning', 'AC Inspection'
- •Description
Detailed description shown to customers
- •Category
Group services together (organized on booking page)
Pricing
Set flexible pricing for each service:
Fixed Price
e.g., $150 per service
Hourly Rate
e.g., $75/hour
Price Range
e.g., $100 - $200
Quote Required
For custom quotes
Duration
Set the duration for each service to accurately reflect availability in the booking calendar.
- • Set in 15-minute increments
- • Add buffer time between appointments (for travel, etc.)
- • Allow multiple staff to be booked simultaneously
Managing Staff
Go to Staff → New Staff Member to add your team.
- •Staff Details
Name, email, phone, profile photo
- •Assigned Services
Select which services each staff member can provide
- •Working Hours
Set different working hours for each staff member
- •Permissions
Admin, Staff, View-only, etc.
Staff Roles & Permissions
Each staff member is assigned a role that determines what they can see and do in ServiceHub:
| Role | Best For | Can Access |
|---|---|---|
| Admin | Office manager, trusted staff | Everything except billing & Stripe |
| Manager | Store/location managers | Their assigned stores' data only |
| Technician | Field workers, technicians | Only their assigned jobs |
💡Only the account owner can access billing settings and Stripe Connect.
Job Checklists
Add checklists to services to ensure consistent quality:
Example Checklist
- Take before photos of work area
- Confirm scope with customer
- Take after photos
- Get customer sign-off
Benefits of Checklists
- • Ensure consistent service delivery
- • Help train new staff members
- • Document work completion for records
- • Improve customer satisfaction
💡 Checklists can be viewed and checked off in the job detail screen.
Store Assignment
If you operate multiple locations, assign services and staff to specific stores:
Assign Services to Stores
Assign each service to one or more stores. Offer different service menus at each location.
Assign Staff to Stores
Assign staff to specific stores so they only see bookings for their location.
Store-Specific Booking
Each store gets its own booking page URL
Store-Level Reports
View revenue and bookings by store
Store Settings & Reminders
Each store can have its own settings for reminders and notifications. Go to Stores → Edit Store to configure:
Appointment Reminders
Automatically send reminders to customers before their scheduled appointments:
- • Email reminders (24 hours before, 1 hour before, etc.)
- • SMS reminders for urgent notifications
- • Customize reminder timing per store
- • Include job details and location in reminders
Staff Notifications
Keep your team informed about their assignments:
- • Notify staff when assigned to a new job
- • Send daily schedule summaries
- • Alert staff of schedule changes or cancellations
💡 Configure reminders at the store level to customize communication for each location. This is especially useful if different stores have different customer expectations or service types.