A column is one person or room that can hold appointments, and a service is something a client can book. The agent quotes the lengths and prices you enter here, and a figure typed into your Knowledge text never overrides them.
Add a service
- Select Bookings, then the Setup tab.
- Under Services, fill in New service, Minutes, Price and, if you want one, Deposit.
- Select Add service.
- To change a price or deposit later, edit it in the table. The agent quotes the new figure as soon as it saves.
Each service row also has an Invite back menu, which sets how long after the visit a client is usually due again, and Agent may book, covered below. Remove takes a service off the list.
Add a column
- Still on Setup, scroll to the field named for your trade's word for a column, such as New chair, New room or New artist. If your trade has no special word it reads New diary column.
- Type the name, add a Role if you like, and select the Add button beside it.
- On the new card, use Called to change the name callers hear, and Appointments at once if the column can hold more than one appointment (from 1 at a time up to 12 at once).
Decide what the agent may book
- Agent may book on a service: Yes, or Only humans. For an Only humans service the agent offers a callback instead of a slot, in every booking mode.
- On a call, the agent on a column: Books live, or Takes requests. A column set to Takes requests is never booked on a call. A service only that column does becomes a request for you to confirm.
- Double-booking below the columns: Never, The team, from the diary, or The team, and the agent by asking you first. It controls who may book past a full column, and by how many extra appointments.
Columns from Square, Calendly or Acuity
A column that comes from a connected booking system is managed there. Its services keep that system's prices, and the number of appointments at once is decided by that system. The New booking form offers each column only the services it can perform.
Why can I not edit a service's price?
A service mirrored from Square, Calendly or Acuity takes its price from that system, and Harkbell refuses an edit that the next sync would undo. Change it in the booking system and the new price comes across. Changing prices also needs the Owner, Admin or Manager role.
How do I take someone off the diary?
Select Remove on their column card under Bookings › Setup. Use it for someone who has left, and check the diary for their upcoming appointments first so none is left without a home.