The service menu is the source of truth for everything the agent does. If a service isn't on the menu, the agent can't book it, can't quote it, and can't suggest it. Most operators get this 80% right on day one and then spend a few weeks tuning the last 20%. Here's how to compress that learning curve.
The four fields that matter
- Name: what the agent says out loud
- Duration: how much calendar time the agent blocks
- Price: what the agent quotes
- Deposit policy: what the agent takes upfront
Two optional fields that help: prep instructions (auto-texted before the visit) and aftercare instructions (auto-texted after).
Naming services
Use the name your clients use, not the industry term. If your clients call it a "fill," name it "Fill" — not "Classic Refill (2-week)". The agent says exactly what you write, so weird internal names lead to weird quotes.
If a service has variants (mini-fill vs. full fill, single tooth vs. multi-tooth), make them separate services rather than one with options. The agent handles a flat list much better than a tree of variants.
Pricing tips by vertical
- Lash: full set ($180-$225), full fill ($95-$135), mini-fill ($65-$85), removal ($25-$45). Most artists undercharge for full sets — your time per set is 2x a fill, charge for it.
- Hair: cut + style separate from chemical services. Highlights priced "starting at" with the agent escalating high-end requests. Don't underprice color — it's where the margin is.
- Nails: structured tiers (gel mani, dip, acrylic full set, acrylic fill, pedi). Add-ons (nail art, French tip) as separate small services.
- Med spa: injectables priced per unit ("$12/unit, typical full face 40 units") so the agent can quote a range, not a fixed price. Lasers and facials priced flat.
- Dental: book by procedure (cleaning, exam, x-ray, filling). Time + price set by procedure. Insurance is handled at the visit — the agent doesn't quote insurance-adjusted prices.
- HVAC: dispatch fee + hourly + part markup. Most operators show the dispatch fee in the booking confirmation; the rest is quoted at the visit.
- Vet: routine (annual exam, vaccines) priced flat; emergency / sick visits priced as "starting at" with explicit follow-up at the visit.
Duration tips
Pad your durations 10-15% over what feels right. The agent treats your duration as a firm block — if a fill takes you 70 minutes and you set 60, the agent will double-book and you'll run late on every Saturday. Better to set 75 and finish early. Clients prefer being done 10 minutes early; they hate being kept 15 late.
Common mistake: setting cleanup + transition time as part of the next slot. Better to give each service its natural duration including cleanup. The agent has a built-in buffer setting (Settings > Schedule > Buffer between bookings) that adds 5-15 minutes between every appointment automatically.
Deposit tips
Three patterns work:
- Flat per-service deposit: $25 for everything. Simple, predictable.
- Percentage of price: 20% of every service. Scales with value — good for med spa where services range $80-$800.
- Smart per-client + minimum per-service: combine smart risk scoring with a per-service floor (e.g. lash full sets always require $50 minimum). Most flexible.
If a service has a no-show that's catastrophic (lash full set, dental implant consultation), set the deposit higher — the agent's smart scoring will go above your floor for high-risk clients but never below it. See Smart deposit risk scoring for the full math.
Prep + aftercare instructions
Big lift for low effort: write a one-paragraph prep note per service. The agent texts it 24h before the visit.
- Lash: "Arrive with clean lashes, no mascara. No caffeine 30 min before. Use the bathroom — you'll be lying still for 90 min."
- Med spa botox: "Avoid blood thinners (ibuprofen, alcohol) 24h before. Come with a clean face."
- Dental cleaning: "No need to brush right before — just don't eat right before either. Bring your insurance card if it's new."
- HVAC service: "Please clear access to your unit. Restrain pets if any. Cash, check, or card OK at completion."
Frequently asked
How many services should I have?
Most operators land at 12-25. Fewer than 8 and you're missing variants; more than 30 and the agent's quoting gets noisy. Trim aggressively — your top 80% of revenue is probably 5-8 services.
Can I have services that aren't bookable through the agent?
Yes. Mark a service Human-only and the agent surfaces it but escalates the booking to you. Good for high-touch consultations or one-off services.
What about packages or bundles?
Solo and Enterprise plans support flat packages ("6 lash fills for $700"). Business plan supports memberships + bundles with auto-charge cadence. See pricing for details.
Related in Getting Started
A 60-minute playbook for day one. Forward your number, load your menu, set deposits, and watch the agent take its first booking before lunch.
On Business plan with 2+ locations. Here's how to set up locations, route calls, and report across the whole business.
TL;DR — pick a vertical, connect Stripe, get a phone number, and dial it. If you finish this list, the agent is live.
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