Features
Services, staff & resources
Your catalog and team define what the AI can book and what appears on the calendar. Accurate setup here is the foundation of reliable automation.
Services
Go to Configuration → Services.
- Name & description: use customer-friendly names the AI can match ("Balayage", not internal codes)
- Duration: include buffer time if you need gaps between appointments
- Price: fixed or variable; shown in dashboard and available to the AI
- Category: group services for filtering (Hair, Nails, Consultation, etc.)
- Staff assignment: only assigned staff appear as available for that service
- Packages: bundle multiple services with a single price and duration
- Class / session services: group bookings with capacity (gyms, studios)
Service categories
Organize services under categories and sub-categories. Helps staff navigation and AI context when customers ask broadly ("I want something for my skin").
Staff
Go to Configuration → Staff.
- Create staff profiles and link them to team accounts where needed
- Assign which services each person can perform
- Set per-branch availability
- Block holidays and time off so the AI never offers those slots
- Growth+: staff can use the employee portal, see Staff & workforce
Resources
Go to Configuration → Resources for rooms, chairs, equipment, or vehicles that must be free when a service runs.
- Link resources to services that require them
- AI and manual booking both check resource availability
Business hours
Set per branch under Settings → Branches. The AI only offers slots within these hours (and staff-specific schedules).
Tips for AI booking accuracy
- Every bookable service needs at least one assigned staff member
- Keep durations realistic, underestimating causes overlaps
- Deactivate services you no longer offer instead of deleting history
- Add service descriptions the AI can quote when customers ask what's included
