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Service Scheduling Order

How to set scheduling order for appointments booked using the self-booking overlay or staff in the dashboard.

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Written by Training BLVD
Updated over a week ago

Overview

Selecting Set scheduling order from the menu dropdown allows you to configure the order that services are scheduled when an appointment is booked online OR by staff in the dashboard. This is helpful for appointments that have multiple services to ensure they are booked in the correct order.

NOTE: This does not affect the order in which services appear in the online booking service menu.

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If a service requires a specific order within an appointment:

  1. Find the service and make sure the Scheduling Order toggle is enabled. Input a number to arrange what order the service should be performed. For example, Gel Removal must come before any manicures.

    Set_scheduling_order_-_list.png



    NOTE: To make it easier to rearrange services or add new services to the scheduling order, you can enter both decimal points (up to 3 decimal points) and negative/positive numbers. This way you don’t have to enter a new number for all services.

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    Example: If you have a Body Scrub service set as number 3 and a Facial service set as number 4 and you need to add a new Massage service that should be scheduled between the two. You can simply set the Massage service scheduling order as 3.5. This way you won’t have to reorder all other services to fit!

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    Example: You're also able to enter the same scheduling order for multiple services. For example, if all massages must be booked before any facial, you can enter 1 for all massages and 2 for all facials.

  2. Make sure to Save Changes in the upper right-hand corner.

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  3. You are also able to quickly edit the scheduling order from the “Active Services” main page.

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If a service can be scheduled in any order within an appointment:

  1. Find the service and in the Scheduling Order column, turn the toggle off to make the service Flexible. This means the service can be scheduled before or after any other service. For example, Waxing services could be scheduled at any time during an appointment.


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    This allows you to schedule certain services wherever they best fit by increasing the number of time options someone can select from.

    NOTE: Any new service you add is considered Flexible unless you add a Scheduling Order number.

  2. Make sure to Save Changes in the upper-right-hand corner.

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