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Services

4 articles A By Adriano Moreira

Set up services, catalog type, base price, pet-based pricing rules and complementary suggestions.

What service records are for

What service records are for The Services module organizes your pet business catalog: baths, grooming, daycare, boarding, add-ons, packages and other items that can be sold or scheduled. With well-organized services, the team avoids improvised combinations, applies prices more consistently and knows when a service can be sold alone or as a complement. What it is for Use this area to add services, define base price, catalog type, financial category, no-show policy, pet-based pricing rules and complementary service suggestions. ๐Ÿš€ Available guides 1. How to organize services in PetHub 2. How to add a service 3. How to edit, deactivate and adjust pricing rules for a service ๐Ÿ’ก Practical tip Start with the main services used every day. Then configure add-ons, complementary services and pricing rules by size, coat, weight or breed.

How to organize services in PetHub

How to organize services in PetHub The Services and Catalog list shows registered services and helps the team review price, usage, financial category and operational status. Before you start - Have access to the Services module. - Standardize names to make searching easier. ๐Ÿš€ Step by step 1. Open Services. 2. Search by service name to find a catalog item. 3. Review Service, Price, Usage, Category and Status. 4. Open a service to view main information, commercial/financial settings and system record. 5. Use Add service to create a new item when needed. โœ… Expected result You quickly find registered services and identify which ones are active for sales or appointments. ๐Ÿ’ก Practical tip Review inactive services before creating a new one to avoid duplicate catalog items.

How to add a service

How to add a service Add a service to make an item available in your business catalog, with base price, usage type and commercial settings. Before you start - Define the service name. - Have the base price and revenue category, if used by your operation. - Decide whether it is Main, Add-on, Complementary service, Main and complementary or Package. ๐Ÿš€ Step by step 1. Open Services. 2. Click Add service. 3. In basic data, fill in Service name. 4. Add Description / Operational notes if the team needs guidance. 5. Enter Base price. 6. Select the Catalog type. 7. Choose the revenue account, when applicable. 8. Define the No-show policy and fee percentage, if your business charges for no-shows. 9. Review whether the service should be active. 10. Save the record. โœ… Expected result The service becomes available in the catalog according to its configured type and status.

How to edit, deactivate and adjust pricing rules for a service

How to edit, deactivate and adjust pricing rules for a service Edit a service when name, price, category, commercial rules or status change. Deactivate it when it should no longer be selected in new appointments or sales. ๐Ÿš€ Step by step 1. Open Services. 2. Search for the service by name. 3. Open the record and click Edit. 4. Update name, description, base price, catalog type, revenue category or no-show policy. 5. In pet-based pricing rules, add a rule to vary price by size, coat, weight or breed. 6. In complementary services, configure suggestions such as always suggest, suggest if never consumed or suggest by interval. 7. To stop using the service, turn off the active status. 8. Save the changes. โœ… Expected result The service is updated, has adjusted commercial rules or is inactive for new use. โš ๏ธ If something goes wrong If you see a pending pricing rule warning, finish, save or cancel the rule before saving the service.