Features
Services
The services you sell, how long each takes and what it costs, and the staff, rooms, bays and equipment that deliver them.
Services is the base for every business that sells time and skill, alone or with goods: salons, clinics, garages, tutors, consultants. It holds what you offer, how long it takes, what it costs and who may do it, and the people, rooms, bays and equipment that deliver it, with their skills and working hours. Appointments, Job cards and Service packages are built on it.
Who it suits
Link to this section: Who it suits- Part of the set-up for Shop, Food & drink service, Stay, Appointments, Fitness & memberships, Jobs & repair, Professional services, Health care, Logistics & field and General.
- Can be added by Wholesale & distribution, Production and Education.
What is included
Link to this section: What is included| Switch | What it does | To start |
|---|---|---|
| Resources | Staff, rooms, bays and equipment. | On |
| Service reminders | Next service due from completed services and sales, reminders by SMS or email to customers who agreed, booking from the reminder and how many came back. | Off |
| Inpatient care | Wards and beds, admissions, nursing notes and the medication record, bed-day charges on the interim bill and discharge summaries. | Off |
| Dental treatment plans | Procedures by tooth in phases with an estimate the patient accepts, done over visits and billed with them, and recalls. | Off |
| Spectacle orders | Frames and lenses ordered from the eye test, followed to the lens lab and back, ready messages and collection. | Off |
| Home visits | Carers’ visits to patients at home: the coordinator’s board, each carer’s day on their phone, tasks, care notes and billing per visit. | Off |
Where to find it
Link to this section: Where to find itUnder Customers and services › Services:
- Service catalog: “What you offer, how long it takes, who can do it and what it costs.”
- Staff and resources: “Who and what can be booked, their skills and their working hours.”
- Commissions: “What each staff earned on paid sales: the services they did and the products sold on their sales.”
Switch it on
Link to this section: Switch it on- On from the start for Shop, Food & drink service, Stay, Appointments, Fitness & memberships, Jobs & repair, Professional services, Health care, Logistics & field and General.
- Other businesses: the owner switches it on under Administration › Business profile, when the plan has it.
Where your kind of business includes it, it is on from the start; a wholesaler, a producer or a school switches it on under Administration › Business profile. Switching on Appointments, Job cards or Service packages brings it too. See Switch a module on.
On the Starter, Business, Growth and Enterprise plans. Enterprise is arranged with Kila’s sales team.
“Your plan sets how many staff, rooms and bays can take bookings”: 5 on Starter, 30 on Business, 50 on Growth, and from 100 on Enterprise.
- Appointments
- Job cards
- Staff and attendance: staff records and attendance.
- Work out commission: at a salon or spa, what each person earned.