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Assign appointments and support activities to a location/user

Services not showing in the calendar? Learn how to assign appointment and support activity services to your locations and practitioners so you can book them.

Whenever you add a new service, you need to assign it to the locations that offer it and the practitioners who provide it. A service won't appear in your calendar or online bookings until it's connected to both a location and a practitioner.

This guide shows you how to assign services to a location and to a practitioner, and what to check if a service still doesn't appear.


Before you begin

You will need to create your services first before you can follow the steps in this article.


How-to

Assign Services to a location

  1. Go to Settings > Locations.

  2. Select the location.

  3. Under Services Available at this Location, select each service offered at this location from the drop down list. You can also assign the practitioners available at the location from here too.
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  4. Click Save.


Assign services to a practitioner

  1. Go to Settings > Users, then select the practitioner.

  2. Scroll down to Practitioner settings

  3. Under Services provided by practitioner select each service offered by the practitioner from the drop down list. You can also assign the locations the practitioner is available at from the Locations practitioner works at field above.

  4. Click Save details.


Things to note

  • A practitioner can only offer a service at a location if the location provides that service, so assign it in both places.

  • For a service to appear in online bookings, online booking also needs to be enabled for the location, the service and the practitioner. More on online booking pages →

  • If you've imported data from another practice management system, assign your services to locations and users after the import.


Troubleshooting and FAQs

Missing services

I've assigned my services correctly, but they still aren't showing up?

Work down this list in order:

  1. Is the service on the location?
    Open Settings › Locations, open the location, and check that the service is ticked under the services list. Click Save.
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  2. Is the service on the practitioner?
    Open Settings > Users, open the practitioner, tick the service, then click Save Details.
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  3. Is the practitioner assigned to that location?
    This is the one most often missed. A practitioner can have the service ticked and still not offer it anywhere, because they are not attached to the location that provides it. On the practitioner's profile, check the locations list as well as the services list.
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  4. Are you looking at the right location?
    In a multi-location practice the service can be enabled at one location and not another, and the calendar only shows what that location offers.
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  5. Is the service archived or inactive?
    An archived service stays on old appointments and disappears from every dropdown.
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    ​Is the service archived? Archiving doesn't affect appointments already in the calendar.

If it is showing in the calendar but not on your booking page, the calendar is only half the requirement. See Why aren't my services on my booking page? below.

Why aren't my services on my booking page?

A service appears on a booking page only when all of these are true, not just the first two:

  1. The service is assigned to the location, and online booking is turned on for that location, with the correct opening hours.

  2. The practitioner is assigned to the service and to that location, and has availability set up there.

  3. Online booking is turned on for the service and for the practitioner.

  4. The service is ticked in that booking page's Builder, and the page has been saved.

If you add a new service, tick it in each booking page's Builder, then save.

See Set up online bookings for the full booking page setup.

Missing appointments

I moved a service/practitioner to another location, and the appointments disappeared; where did they go?

If appointments seem to be missing after a location change, check your calendar's location filter. An appointment booked at another location won't appear unless that location is selected.

To set up the new location, add the service to the location in Settings > Locations, then check the practitioner's locations, services and availability.

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