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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

Create your services first.


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.

    Screenshot of the Location settings showing the Services provided by this location selection interface
  4. Click Save.


Assign services to a practitioner

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

  2. Select the locations where the practitioner works.

  3. Under Services provided by practitioner, select each service they provide.

    Screenshot of the User settings showing the services that the practitioner provides selection interface
  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

I added a service, but it doesn't show in the calendar or on my online booking page. What's missing?

A service only appears where it's enabled in two places.

Go to Settings › Locations and confirm the service is listed under Services provided at the location, then go to Settings › Users, open each practitioner who offers it, tick the service, and scroll down to Save.

A service that's unticked on a practitioner's profile (even the owner's) won't appear in their calendar column or on the online booking page.

A service doesn't appear when I book an appointment or support activity. Why?

Only services enabled for that location and practitioner appear. Check the service is assigned to both the location and the practitioner.

A service isn't showing on my online booking page. Why?

A service only appears on a booking page when it's selected in the booking page's Builder and enabled at the location.

Online booking also needs to be enabled for the service and the practitioner. More on online booking pages →

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