How to Manage, Add, Edit, Disable and Delete Services

As an administrator of Noterro, you have the ability to manage the services offered by your Clinic efficiently. Whether you need to add, edit, disable, or delete a service —we've got you covered. Let's explore each of these actions and how to perform them.

Adding Services

Adding a new service to your clinic is a simple process. Here's what you need to do:

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Click on the Add New button on the right side of the Services section
6. Enter a Category for the service
7. Enter the details of the service, such as the name, description, colour, or default taxes
8. Select if the service is for individual appointments or group bookings
9. In the Duration & Price section, you can oversee the price of the service and the duration of the service, including recovery time if applicable. Additionally, you can designate the practitioners responsible for performing it. If you're on the Plus or Max plan, you can also specify which location this duration is available at, allowing you to have location-specific services and prices.
10. Under the Web Portal & App section of the service, you can add an image for the service & click the checkbox to show service details in the Client Portal
11. Under the Online Booking section of the service, you can allow clients to book this service online and configure its online booking rules like the Booking Method & the Payment Policy Override
12. Under the Form Automation section at the bottom of the service slideout, you can attach a form. This will automatically send clients a form upon booking this service or at the time of the emailed appointment reminder.
13. Click Save to add the service to your clinic

Default Tax: When the service is added to an invoice, this service will have the default tax automatically selected for that invoice item.

Recovery time is the added time to the duration of your services. This is often used as a time to change over the treatment room. The service duration and recovery time are used to book appointments within Noterro and for online booking.

Prices support a third decimal point. This allows you control over rounding. For example, if your service is $99.99 after taxes, but you want it to be $100, then simply adding $0.005 to the original price will round it up.

Booking Method. Each service can be configured to have a different method of booking within the web portal. They are:

• Online Booking - This option allows patients to see availability and book appointments.
• Email to Book - This option prompts the user to email the clinic.
• Text to Book - This option prompts the user to begin an SMS message to the clinic.
• Call to Book - This option prompts the user to call the clinic.

Payment Policy Override. Each service can be configured to have a different Payment Policy Override, but you can't set it for individual Patients. You can set up an Online Booking Payment Policy if you require upfront payment for appointments booked through the Web Portal & App. However, you are required to connect to Square or Bambora/Worldline's payment processor in Noterro.

There are four Payment Policy Override options:

• No credit card is required to book an appointment.
• Full payment is required to book an appointment.
• A deposit is required to book an appointment.
• A credit card is required to book an appointment.

Online Booking Restriction Labels. If you're on the Plus or Max plan, you can restrict online booking of the service by label. This means you can either require patients to have a specific label to book this service online or deny patients from booking this service online if they have a specific label.

Adding Services in an Existing Category

If you want to add a service to an existing service category, here's what you need to do:

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Click on the + Add (Category) Service button on the respective service category
6. Enter the details of the service, such as the name, description, colour of a service, or default taxes
7. Select if the service is for individual appointments or group bookings
8. In the Duration & Price section, you can oversee the duration of this service, including recovery time if applicable. Additionally, you can set the service price and designate the practitioners responsible for performing it.
9. Under the Web Portal & App section of the service, you can add an image for the service & click the checkbox to show service details in the Client Portal
10. Under the Online Booking section of the service, you can allow clients to book this service online and configure its online booking rules like the Booking Method & the Payment Policy Override
11. Under the Form Automation section at the bottom of the service, you can attach a form. This will automatically send clients a form upon booking this service or at the time of the emailed appointment reminder.
12. Click Save to add the service to your clinic

Editing Services

If you need to update the name of your services, duration, price, or recovery time, follow these steps:

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Locate the specific service you want to edit and click on its Name
6. Update the necessary details
7. Click Save to save the changes

Disabling Services

Disabling a service is useful when you want to remove it from your offerings temporarily. Here's how you can disable a service:

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Locate the specific service you want to disable and click on the Three Dot dropdown menu
6. In the menu that appears, click on the Disable button

Enabling Services

If you’ve previously disabled a service, here's how you can enable a service:

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Click on Show Disabled Services in the Services section
6. Locate the specific service you want to enable and click on the Three Dot dropdown menu
7. In the menu that appears, click on the Enable button

Deleting Services

Deleting a service should be done cautiously, as it permanently removes it from your clinic's offerings. If you're certain you want to delete a service, follow these steps:

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Locate the specific service you want to delete and click on the Three Dot dropdown menu.
6. In the menu that appears, click on the Delete button
7. In the prompt that appears, click on “Yes, Delete”

Please note that deleting a service will permanently remove it from your clinic's offerings, and any associated data will be lost. Make sure to back up any important information before proceeding with the deletion.

Reordering Online Booking Services/Service Categories

You may want your service or service categories displayed in a specific sequence for online booking.

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Click and hold on the Six Dots to the left of the Service or Service Category and drag it to a new position

Emailing a Form when an Appointment is Booked

You may want to send out a form when an appointment is booked or with the appointment email reminder. If you want an intake form to be sent automatically, you will need to add a service indicating the first appointment, for example, Initial Appointment. If you add Form Automation to all services, a form will be sent out every time that service is booked.

1. Log in as the Admin
2. Click on the Gear icon (top-right header)
3. Select Base Setup from the menu that appears
4. Scroll to the Service section
5. Locate the specific service you want to add Form Automation to and click on its Name
6. Scroll to the bottom of the Slide-out
7. Select the Form from the dropdown
8. Select the Timing (Immediately or with Email Reminder)
9. Click Save

Please note that it's currently impossible to add multiple services or add-on services to the same appointment.

By effectively managing your services in Noterro, you can ensure that your clinic's offerings are up-to-date and accurately reflect your services. If you have any questions or need further assistance, please reach out to our support team at support@noterro.com