Before you begin
- You’ll need Admin or Manager access to the workspace you’re editing.
- Make sure you’re in the right workspace — Services are per-workspace, so each location keeps its own menu and prices.
- Have your treatment names, descriptions, and current prices ready.
When a customer asks about a treatment or price, the AI quotes from your Services — not a guess. Accurate Services mean accurate quotes and smoother bookings.
1
Open Services
- Open the workspace you’re editing and go to its Services tab.
- Confirm you’re in the correct workspace.
2
Add a service
For each treatment, fill in:
- Title: the name customers recognise, e.g. “PRP Hair Treatment”.
- Description: what it includes, in plain language. This helps the AI explain the service and answer follow-up questions.
- Price: the standard price.
- Promo price (optional): add this if the service is currently discounted, and the AI can quote the promo instead.

Your service is saved. The AI can now quote it and take booking requests for it.
3
Build out your full menu
- Add every treatment you want the AI to discuss or book.
- Keep descriptions short and specific — enough for the AI to answer “what’s included?” without over-promising.
4
Keep prices current
- Update the price whenever it changes. The AI quotes whatever is saved, so stale prices lead to wrong quotes.
- Use the promo price for limited-time offers, then clear it when the promotion ends.
- Each service can be set active or inactive — switch one off to hide it from the AI without deleting it.
Troubleshooting
- The AI quotes the wrong price. Check the service’s price (and promo price) in the correct workspace, and make sure the service is active.
- The AI doesn’t mention a treatment. Confirm it exists as an active service in this workspace, with a clear title and description.
