Set up your services, categories and products

Your service menu and retail products live in Services & Products. Everything you add here appears when you make a bill, a job card, an appointment or a package.

What this feature does

The page has five tabs:

Who can use it

Managers can look at the service catalogue but cannot change services, categories or combos.

Where to find it

Business Modules → Services & Products. Select the outlet in the top bar first – each outlet has its own catalogue.

How to use it

Add a service

1. Open the Services tab and click Add Service.
2. Enter the Service Name and Service Price, and choose the Service Category Name.
3. Optionally fill in Service Reminder (after how many days to remind the customer), Minimum Selling Price for Incentive (₹) and Additional Incentive (Fixed ₹). The additional incentive is earned only when the service is sold at or above that minimum price.
4. Optionally set the Staff Turn Pool / Capability used by the Staff Turn Board.
5. Click Submit.

When you edit a service later, you must type a Reason for modification.

Import or export your menu

1. Click Export CSV to download the services of this outlet. Use this file as your template.
2. Fill in your services. The file needs a Name column; Category and Price are read too.
3. Click Import CSV and choose the file (CSV or Excel).
4. Choose what to do with services that already exist (same name): OK updates them with the values from the file, Cancel skips them and only adds new ones.
5. A message shows how many were added or updated. Categories named in the file are created if they don't exist yet.

Start fast with a standard list

On the Service Categories tab, Import Service List adds a standard salon menu (13 categories, 200+ services with prices). Categories that already exist with the same name are skipped. Use Add Service Category to add your own; a category can have a Parent Category.

Make services inactive or delete them

• Tick services in the list and use Make Inactive or Make Active in the pink bar.
• Delete (unused) appears only when every selected service has never been used in a bill, job card, appointment, package, combo or incentive.
• The status filter shows Active, Inactive or Deleted services, with counts.

Add a product

1. Open the Products tab and click Add Product.
2. Enter Product Name, Product Price, choose the Product Brand, and optionally a Product Reminder.
3. Click Submit. Products also have Import CSV, Export CSV, Activity Log and a purchase history per product.

Important rules and limits

• Inactive services cannot be added to new bills, job cards, appointments, packages or combos. Customers who already bought package sessions for that service can still redeem them.
• A service that has been used cannot be deleted – make it inactive instead. This keeps old bills and reports correct.
• Services and categories belong to one outlet; a bill can only use services of its own outlet.
• Activity Log shows every create, edit and delete with the old and new values; the Change history icon on a row shows that service's history.
• Import accepts up to 5 MB per file.

Common problems

"CSV must contain a "Name" (or "Item Name") column"?

Your file's first row must have a column called Name. Download Export CSV and copy your data into it.

I can't find a service while billing?

It may be Inactive. Switch the status filter to Inactive, select it and click Make Active.

The Add Service button is missing?

You are signed in as a Manager, or your role lacks Create services. Ask the Owner/Admin.