Manage Services

When To Use This#

Use this page when staff need to review, add, edit, archive, or restore services after setup. The Services page also supports class-style sessions for eligible training, evaluation, or consult services.

Before You Start#

• Sign in to the staff app.
• Use a staff member who has permission to manage services for service or session changes.
• Confirm pricing, booking mode, archiving, class-session, and customer-facing service policy before changing services.
• Use Set Up Services for the first-time setup version of this workflow.

Services Page Overview#

The Services page groups service records by care and boarding, training and assessment, and other service types. Review each service name, type, booking mode, base price, and active or archived state before making changes.

Staff without service-management access may still be able to review read-only service and session information. If management actions are missing, an owner or admin can review access on the Access page.

Service Changes#

Use service-management controls to add a service, edit a service name or price, archive an active service, or restore an inactive service. Confirm customer-facing pricing, booking, and availability expectations before saving changes.

Do not promise that an archived service changes existing bookings, customer visibility, refunds, or scheduling rules unless that behavior has been confirmed by the business.

Class-Style Sessions#

Training, evaluation, or consult services may include scheduled sessions. Add a session only after confirming the service, date, start time, end time, and max capacity.

Cancel a scheduled session only after the business has confirmed the customer communication plan and any booking or payment follow-up.

When Service Controls Are Missing#

• If add, edit, archive, restore, session, or cancellation controls are missing, ask an owner or admin to review service-management access on the Access page. See Manage Access and Invites.
• If service creation fails, add a service name and retry.
• If session scheduling fails, confirm service, date, start time, and end time are present.
• If an archive, restore, or cancellation decision affects customers, get approval before acting.