Services and Service Categories

The first thing you need to do to start using Amelia Booking plugin after the general settings are configured is to create a Service Category. Creating a category is required because each service needs to be included in a category so that the plugin could work. It means that you’ll need to create at least one category to be able to start creating the services. This option is created especially for the companies that provide a large number of different services to make it easier to group them. If you are not one of them and you don’t have the need to create categories, just create one so that you could use the plugin, it won’t appear on the front-end (this is explained in details here).

Adding, editing and deleting Service Categories

On the left side of the category page, you will see an “Add Category” button. Click on the “Add Category” button, write the name of your category, click on the checkmark and your category will be saved. Once you’ve saved the category you can always edit, duplicate or delete it later, using the buttons on the righthand side of the category card.

Amelia WordPress - Adding Service Category

Adding, editing and deleting Services

After you have created at least one category you can start creating the services. Click on the “Add Service” button or the “+” button, and the “New Service” dialog will appear.

“New Service” dialog is divided into three tabs:

  • Service Details – Service Details Tab is the place to configure the most important options for services. It consists of:
Amelia WordPress - Service Details
    • Service photo – Click on the photo placeholder, upload the picture and this picture will appear on the back-end and on the front-end for that service.
Amelia WordPress - Service Photo
    • Name – Here you need to write the service name, which is required.
Amelia WordPress - Service Name
    • Category – Here you need to select the category that this service belongs to.
Amelia WordPress - Service Category
Amelia WordPress - Service Duration

Please note: If you change “Default Time Slot Step” after you’ve chosen durations for services, that change will not affect already existing and saved services but it can cause some issues in the booking process, as your time slot will not match durations.

    • Price – Here you need to enter the service price. The format of the price will follow the setting from the “Payments Settings”.
Amelia WordPress - Service Price
    • Buffer Time Before and Buffer Time After – These options give you the possibility to set the time before and after the appointment that needs to be reserved so that another booking for same service and employee would not be made. It will not be seen on the front-end, but it will reduce the number of free time slots in the schedule of the employee. “Buffer Time Before” can be interpreted as the time your employee needs to prepare for the appointments, while “Buffer Time After” is the time after the appointment that your employee needs to rest, clean up, or do something else before being able to accept a next appointment.
Amelia WordPress - Service Buffer Time
    • Minimum Capacity and Maximum Capacity – Here you can enter the minimum and the maximum number of persons per one booking of the service. If your company has a need for the group appointment (for example classes, tours, group training, etc.), this is the place to define the capacity for it. This option is available also for every employee, so you can define the different capacity for each of them.
Amelia WordPress - Service Capacity
    • Employees – Here you can select the employees that will be assigned to the service.
Amelia WordPress - Service Employees
Amelia WordPress - Service Description
  • Gallery – In this tab, you can add images to your service. These images will show up on the front page of your service if you choose the “Front-end Booking Catalog”. By clicking on the “Add Image” button, you can upload images from your device or choose them from your media library. Then by dragging them, you can adjust their order in which they will be shown on the front page of your service. If you hover over the image you will see a trash can so with just one click you can delete it.
Amelia WordPress - Service Gallery
  • Extras – Extras provide you the possibility to add some kind of additional services or products that customers can buy when they are scheduling the appointment. By click on the “Add Extra” button, new options will appear:
Amelia WordPress - Service Extra
    • Name – This is the place where you will enter a name for the extra,
Amelia WordPress - Service Extra Name
    • Duration – If you want to define some additional services and give them duration this is the place to do that. Duration is not required because there can be extras that your customers can buy without influence on the appointment duration (e.g. some special equipment).
Amelia WordPress - Service Extra Duration

Please note: If your extra service has a duration, you should know that currently extra time will not be multiplied by the number of persons in the booking or extras quantity, so you will see time for just one extra.

    • Price – This is the place where you can set a price for your extra product or service.
Amelia WordPress - Service Extra Price
    • Maximum Quantity – Here you can set the maximum number of extras that one customer can add in the booking process. For example, if you set 1, each customer will be able to add just one of this extra with the service. If you set more, your customers will be able to choose a larger number.
Amelia WordPress - Service Extra Maximum Quantity
    • Description – Like in the service dialog, this is a place to add more description about this extra that will appear on the “Front-end Booking Catalog”.
Amelia WordPress - Service Extra Maximum Description

After you’ve entered all of the data, click “Save” and your service will appear on the page.

In the page header, you can see the total number of your services. You can have as many services and service extras you need, and if you have a large number of services you should know that you can filter them by clicking on the category title.

Please note: When you edit a service and change the service capacity or price, once you click on the “Save” button you will see the message to choose whether you want this change to be applied only for the service or for the all assigned employees. If you choose the first option you will change a service setting and these changes will be applied only to employees created afterward. But if you choose the second option you will change this setting for all assigned employees regardless of whether did they have a custom setting or not.

There are three more options in the “Edit Service” dialog that are very important: “Duplicate”, “Hide” and “Delete”. “Duplicate” and “Hide” options are available for users with administrator and manager roles, but “Delete” option is only available for the administrator users.

“Duplicate” is an option that can be helpful when you have several similar services, by using it you won’t have to enter it all again. Open the service you want to duplicate, in the bottom left corner click on the “Duplicate” button and the same service, will open again (just the copied version).

Amelia WordPress - Duplicate Service

Next to the “Duplicate” is the “Hide” button. If you don’t want to delete your service, but you know that you will not need it for some future period, you can hide it by clicking on this button. Hidden service will still be visible on the back-end of your plugin (just in gray color and with the hidden sign), but it will not be visible on the front-end of your website.

Amelia WordPress - Hide Service

Please note: If you hide a service, you will also hide the employees and locations that are connected only with this service. If they are connected with some other service too, they will stay visible.

“Delete” option is the option available only for the WordPress administrator. If you want to delete some service, click on the desired service, and in the “Edit Service” modal that appears, find the “Delete” button at the bottom left corner of the modal. Click on the “Delete” button, and one of three messages will appear depending on the number of connected appointments:

  1. If your service doesn’t have any connected appointments you will just have to confirm your deleting,
  2. If your service has appointments in the past, you will see the information about the number of appointments and you will have to confirm your deleting,
  3. If your service has appointments in the future, you will be informed about that and you will not be able to delete it.
Amelia WordPress - Delete Service

Please note: If you delete services with appointments in the past, you will also delete all past appointments, so if you want to keep records of your past appointments, the best way is to hide the service to preserve the historical appointments data.

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