Creating Services and Managing Staff Availability

If your gym offers consultations, intro chats or other appointments, you will need to create these services in the Timetable section. This will need to be completed before you start setting up the forms and automations for these specific services.

Creating a service

Follow this article to set up a service.

A few important notes for the services that are used within your CRM Pipeline.

• They must be marked as £0 if you would like the lead to follow through the stages of the pipeline. A paid service will convert the lead to a customer and result in them exciting the pipeline.
• You must have one-offs turned on to allow bookings.
• Do not allow customer to book themselves in, as this service is aimed solely for the leads.

Setting up staff availability

Once you've created your services, you can configure the availability of the staff members responsible for delivering them. This is done in Staff -> View -> Availability. This is where you can set up recurring availability for the staff member.

If you need to adjust the availability on a specific day, you can do that through the Staff -> Staff Availability and editing on the timetable itself.

With services and availability configured, leads can book the appropriate appointments through your CRM forms by using the appointment booking link in Leads -> Forms.