Guide to the Services Beta

Note: This guide is exclusively for customers enrolled in the Services Private Beta. If you're interested in joining, please fill out this form. We'd love to have you onboard!

TABLE OF CONTENTS

• Overview
• Who is this Beta for?
• What's New in Services?
• How Does Migration Work?
• Upcoming Features
• Known Issues / Limitations
• How to Provide Feedback
• Frequently Asked Questions (FAQ)

Overview

Welcome to the private beta of Services, our enhanced booking and scheduling tool designed specifically for service-based businesses. With Services, you can easily book multiple services, select valuable add-ons, and apply coupon codes—all in one seamless booking experience.

Services helps you:

• Boost revenue by encouraging customers to book multiple services and add-ons.
• Enhance customer experience by offering flexible booking options and promotions.
• Streamline scheduling with advanced booking management tailored to your business needs.
• Save time and effort through simplified booking and seamless management tools.

We're thrilled to have you on board to test this powerful new feature.

Who is this Beta for?

This private beta is designed specifically for users and agencies in service-based industries. By participating, you'll be among the first to experience the enhanced Services feature, giving you the opportunity to provide valuable feedback and directly shape the future of scheduling tools we build.

Your input will help ensure that Services perfectly meets your unique business needs and empowers your growth.

What's New in Services?

We've upgraded Services to make bookings faster, simpler, and more powerful. Here's what's new:

Better Booking Experience:

• Quickly create new services
• Cleaner, intuitive booking page
• Businesses can book multiple services at once from the in app appointment modal

More Payment Options:

• Accept payments via Stripe, Square, Razorpay, Authorize.net, and NMI
• Ability to save card on file
• Collect payments directly via the appointment modal

Flexible Services Management: (Help Guide)

• Public/private service visibility.
• Create service variations (duration, pricing).
• Add-ons and processing times for bookings.
• Manage resources (rooms, equipment).

Advanced Staff Configurations  (Help Guide)

• Staff-specific pricing options.
• Granular staff availability.
• Auto-assign appointments based on availability or price.

Easy Customization & Sharing: (Help Guide)

• Share booking links for services, staff, or categories.
• Brand your booking page with advanced customizations.
• Global settings for quick updates.
• Keep everyone informed with customizable notifications.

How Does Migration Work?

1. If You Have Existing Service Calendars

Once you’ve been enrolled, we’ll automatically migrate your active service calendars into the new Services experience to help you switch faster and more easily. Some settings will not be migrated, so it’s important to:

• Review your current settings after migration.

• Make any necessary adjustments to match your preferences.

• You can continue using the migrated calendars or start fresh by creating new ones.

• Once satisfied, start using services to book appointments!

2. If You Don’t Have Any Service Calendars

No problem! Simply start creating new services to get started.

Upcoming Features

We're constantly working to enhance Services. Here’s a sneak peek of what's coming soon:

• Online Meeting Location (Zoom, Teams, Google Meet integrations)
• Google Organic Booking (customers can book directly from Google search)
• Third-Party Calendar Event Upload (sync appointments to external calendars)
• Cancellation & Reschedule Widgets (easy self-service options for customers)
• Look Busy (manage availability to appear selectively busy)
• Add Guests (customers can invite guests directly during booking)
• Reporting (insights into bookings, services, and revenue)
• Workflows Integration (configure triggers and automate certain actions)
• Card & List Views (customize your booking management view)
• Max Appointments per Slot (limit bookings per time slot)
• Mobile App (create and view service bookings from the mobile app)

Known Issues / Limitations

As Services is currently in private beta, please be aware of the following:

• Certain features are still a work in progress and will be made available soon.
• You might occasionally experience minor performance or UI issues as we continue refining the tool.

We greatly appreciate your understanding and encourage you to share your feedback to help us quickly address these areas.

How to Provide Feedback

Your feedback plays a key role in shaping the future of Services. We’d love to hear from you—here’s how you can connect with us:

1. Schedule a Feedback Call: Book a time that works for you using this scheduling link.

2. Email Us Directly: We’re always open to hearing from you. Drop us an email at:

• swadha.bhoj@gohighlevel.com

• abhishek.chauhan@gohighlevel.com

3. Fill Out the Feedback Form: Share your thoughts through our quick feedback form.

4: Connect With Us on Facebook Prefer chatting on social? Reach out via our Facebook profiles:

• Swadha Bhoj – PM, Calendars
  

• Abhishek Chauhan – PM, Calendars

Frequently Asked Questions (FAQ)

Q: Who has access to the Services beta?
A: Currently, Services is available as a private beta to selected customers, enabling us to gather valuable feedback and make improvements before a wider release.

Q: How can I check if Services is activated for my account?
A: Navigate to Agency Settings → Manage a Subaccount → Calendar Settings to verify if Services is turned on for your account.

Q: When will Services be available to all users?
A: We’ll soon roll out Services to all customers through the LABs section. Stay tuned for updates!

Q: Can I switch back to the previous version if needed?
A: We do not recommend switching back, as the new version of Services offers a more powerful and flexible booking experience and the earlier version will eventually be deprecated. However, if you feel it’s not the right fit for your needs, please reach out to us—we’re happy to help and guide you through next steps.