Services & Appointments
Official guide · English · Version 9c253d0cf11816df
DirectSale includes a full-featured service booking system that lets you offer bookable services alongside (or instead of) physical products. Whether you run a consulting firm, a salon, a tutoring business, or any appointment-based operation, the Services module has you covered.
What Are Services?
A service is a bookable offering that your customers can schedule. Each service has:
- A name and description displayed in your storefront
- A duration (in minutes) that determines how long each appointment lasts
- A price (with optional sale pricing and deposit requirements)
- A location type -- in-person, online, or both
- One or more providers (team members who deliver the service)
- A schedule that controls when the service is available for booking
Info: Services and products are separate modules. You can use one, the other, or both. Many businesses offer a combination -- for example, a hair salon might sell hair care products alongside styling services.
Key Features
Service Management
- Create and edit services with detailed descriptions, images, and SEO metadata
- Set base and sale prices with flexible deposit options (none, percentage, or fixed amount)
- Assign services to categories for easy organization
- Control visibility with active/inactive toggles and featured flags
- Create service providers without giving them dashboard accounts
- Assign one or more providers to each service
Schedule & Availability
- Set weekly availability schedules per provider (day-by-day start/end times)
- Configure break times within each working day
- Add schedule overrides for holidays, special events, or custom hours
- Buffer time before and after appointments to prevent back-to-back bookings
Appointment Management
- View all appointments in a filterable table
- Track appointment statuses: Pending, Confirmed, Completed, Cancelled, No-Show
- Filter by date range, status, service, or provider
- Confirm, complete, or cancel appointments with optional cancellation reasons
- See at-a-glance statistics: today's appointments, pending count, and this week's total
Navigation
The Services section in the dashboard is organized into these pages:
| Page | Path | Description |
|---|---|---|
| Services | /dashboard/services |
List, search, filter, toggle, and delete services |
| Add Service | /dashboard/services/add |
Create a new service with all configuration options |
| Edit Service | /dashboard/services/[id] |
Modify an existing service |
| Providers | /dashboard/services/providers |
Create providers and assign their services |
| Schedules | /dashboard/services/schedules |
Manage weekly schedules and overrides per provider |
| Job Requests | /dashboard/services/requests |
Review request-based work and schedule visits |
| Appointments | /dashboard/appointments |
View and manage all customer bookings |
Who Can Access Services?
Access to the Services section depends on your team role:
| Role | Access Level |
|---|---|
| Owner | Full access to all service features |
| Admin | Full access to all service features |
| Manager | Full access to services and appointments |
| Operator | Can view appointments only |
| Accountant | No access |
| Viewer | No access |
Info: To learn more about roles and what each one can do, see the Roles & Permissions page.
Getting Started
Ready to set up your first service? Follow these steps:
- Create a service -- Define the service, pricing and booking method
- Add providers -- Create the people who deliver the service
- Set up schedules -- Configure when each provider is available
- Manage appointments or job requests -- Process customer bookings and work