Scheduling Multiple Service Types in a Single Booking |

Overview

Combining multiple service types into a single booking on Schedly allows businesses to streamline their operations and enhance customer satisfaction. By using the Service Booking feature, you can efficiently schedule appointments that include various service offerings in one seamless process. This capability is particularly useful for businesses that offer a range of complementary services, such as spas, salons, and consulting agencies, enabling them to optimize time management and provide comprehensive service experiences.

Prerequisites

To utilize this feature, users must have access to the "Service Booking" functionality. Depending on your subscription plan, certain features such as detailed insights and team management may be limited. Ensure your team members are able to interact with combined bookings via appropriate role assignments in "Teams."

Step-by-Step Instructions

Adding Multiple Services to a Single Booking

Navigate to the Service Booking page: Log in to your Schedly account and click the "Book Now" button from the service selection page.
Select Services: Choose the different services you want to include in the booking by clicking on each service from the available options. Each selected service will add up to the total booking time.
Review Combined Duration: The system will automatically calculate and display the combined duration of all selected services at the top of the booking panel.
Advanced Configuration (if needed): If you offer customizable service durations or need to adjust the order of services, click on each service to configure the duration or sequence.

Handling Pricing and Payment

Verify Total Pricing: As you combine services, the total cost will update to reflect the sum of all selected services. Ensure each service's price is correctly displayed.
Proceed to Payment: After reviewing the total pricing, continue to the payment screen by clicking the "Proceed" button. Choose your preferred payment method and complete the transaction.

Communicating Combined Bookings

Notify Your Team: Go to "Schedly Services", then click on "Teams". Select relevant team members and use the internal messaging tool to notify them about the combined service booking.
Client Communication: Automatically send booking confirmation emails via Schedly's settings. Check the "Requires confirmation" option if you need client acknowledgment before finalizing bookings.

Key Details & Limits

Service durations can range from 15 to 120 minutes.
Ensure your plan (Basic, Pro, or Enterprise) supports the required features.
Check that all selected services can be combined in real-life workflows.
Team member notifications require either Pro or Enterprise plans.

Frequently Asked Questions

Can I customize the order of services in a booking?
- Yes, click on each service to adjust the order as per client needs.
Is there a cap on how many services I can combine?
- No specific cap but ensure all services fit within operational limits.
How are team members notified of a combined booking?
- Notifications are sent via the Teams messaging tool or system emails.
How do I set up booking confirmations for clients?
- Select "Requires confirmation" during the final booking step in Service Booking.
Will clients receive one combined invoice?
- Yes, clients receive a single invoice reflecting all services.

Troubleshooting

Incorrect Service Pricing:
- Make sure each service rate is updated under "Schedly Services" before confirming the booking.
Team Notification Failures:
- Double-check that all team members have active contact details in the "Teams" section.
Missing Client Notifications:
- Confirm email settings in the organization’s profile to ensure notifications are correctly configured.

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Scheduling Multiple Service Types in a Single Booking