Group services allow you to book a single service for more than one person, like couples massages, guided meditations, and group sauna sessions.

Each guest can have their own service customizations, receive their own notifications, and fill out their own forms.

You can customize your group services in different ways by:

• Assigning one service provider per client or per group

• Setting a group size range or an exact number

• Assigning one resource (e.g., a chair or room) per client or per group

When it's time to check out, clients can pay individually or as a group.

Getting started

Before you can create group services, make sure group appointments are enabled by going to Settings > Calendar & Appointments > Scheduling Options > Group Appointments & Group Services.

Setting up group services

Go to Services > Select a service > Details tab > Edit > Additional options. Enable This is a group service and customize the service settings.

• Set the group size and how many service providers are needed.

• Go to the Resources tab and specify how any resources should be assigned, such as one room per group.

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Your staff members on payroll can now update their own payroll settings, such as their personal details, tax info, and pay distributions.

Here are some examples of when they might need to make changes:

• They get married or have kids and need to update their tax filing elections

• They move and need to update their home address

• They need to update their direct deposit details, such as adding an additional account so they can split their pay

This gives your team the freedom to make changes on their own without having to reach out to an Admin.

Staff members can manage their payroll settings by opening their profile menu and selecting My Payroll > Account settings.

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You can now use merge tags in your quick replies so every saved response feels personal.

Here’s some ideas to get you started:

• “Hi [Client First Name], here's the link to book: [Booking Link]”

• “You can reschedule your appointment here: [Client Profile Link]”

• "Give us a call anytime at [Phone Number] if you have questions."

• “Hi, this is [User First Name]! How was your treatment today?”

To access quick replies, open a client conversation. Select the bookmark icon in the message box, or type Cmd + B or Ctrl + B.

To add a merge tag, select the Insert button in the quick reply text editor and pick from the list. If a merge tag can't be filled in (e.g. a web chat client without a name on file), you'll get a heads-up before the message is sent.

To learn more, go to the Learning Center

You can now pin notes and forms to the top of a client's timeline for easy access.

This is perfect for anything you need to reference frequently, such as:

• Client intake forms

• A client's most recent color formula

• Before photos

• Important client preferences

To pin an entry, go to a client's timeline, scroll to the note or form, click the '…' menu, and select 'Pin to Top'. The entry will appear above the timeline. You can pin up to three notes and three forms.

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You can now automatically add custom fees to an entire sale or a specific payment method.

Choose to set the fee as a flat amount or percentage and configure when it applies (e.g. minimum amount, service requirement, or location).

This is perfect for:

• Convenience fees: Attach a convenience fee that is applied when specific payment methods are used

• Eco fees: Add an eco fee to all service sales to cover your sustainability efforts

• Parking fees: Charge for parking and waive the fee when necessary

To get started:

Go to Settings > Payments & Checkout > Custom Fees

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The service durations you set for specific clients now apply to appointments booked via online booking.

Previously, a staff member had to book the appointment via the calendar for the client’s custom service duration to apply. Now, it auto-applies to all bookings for that client and service.

Here’s a refresher on the two ways to set a custom service duration for a client:

1. When booking through the calendar, update the duration and select Save duration for this client.

2. Within the client profile, go to Adjustments, then select Add custom duration.

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