Add services & products
Define what you offer: session types, durations, prices. Services power your calendar, online booking, and the line items on every invoice.
Why services need to come early
Services connect everything else. A service is the entry on the calendar, the option on the booking page, the line item on the invoice, and the procedure code on an insurance claim.
Set them up carefully once and the rest of Carepatron fills itself in, with clean line items on every invoice from the start.
Add a service
- Go to Settings → Scheduling → Services → + New.
- Set the minimum: name, duration, price.
- Add a display name if your internal shorthand isn't client-friendly. Clients see it on the booking page, so 'CBT 50min' can read 'Therapy session (50 minutes)'.
- Add a description if you want one on the booking page. Descriptions are off by default; turn them on under Online booking → Customize appearance → Show description.
- Set a capacity if it's a group event.
Service image and collections
Each service can carry an image, uploaded via Service Gallery → Edit. It shows next to the service name on the booking page.
If you offer enough services to clutter the booking page, group them into collections so clients browse by category: 'Initial consults', 'Ongoing therapy', 'Group programs'.
Online booking and availability per service
Three per-service controls decide what clients can book:
- Online booking: under the service, choose Online bookings → Edit → Enable services availability.
- Availability override: run new-client intakes on Tuesday mornings only, while regulars book whenever you're free.
- Allow for new clients: turn this off to limit a service to returning clients.
Five service patterns worth copying.
Each is the way a real practitioner organises their service list. Pick the closest match and adapt.
Initial assessment (60 min, $180, new clients only) + Therapy session (50 min, $160, weekly) + Brief review (25 min, $90, returning only).
Three collections: Assessment, Treatment, Group classes. Each holds 2-4 services. Cleaner booking page.
Standard consult (15 min) + Long consult (30 min) + Telehealth follow-up (10 min). Service-image set on each so the booking page reads visually.
Discovery call (30 min, free) + 1:1 session (60 min, $200) + Package (10×60 min, $1800). Discovery is the only one with 'Allow new clients' on.
Hygiene (30 min), Check-up (20 min), Filling (45 min). Each has a distinct service image so families with kids can pick visually.
What's the minimum information to set up a service?
Name, duration, and price. Everything else (description, image, availability override, capacity) is optional but recommended for online booking.
What's the difference between the internal name and the display name?
Internal name is what you and your team see in the workspace. Display name is what clients see on the booking page, useful when your clinical shorthand isn't client-friendly.
How do I create group bookings?
Inside a service, enable Group event and set the maximum number of participants. Useful for group therapy, classes, and workshops.
How do I organise lots of services into categories?
Create collections. Settings → Scheduling → Services → New collection, give it a name, then add services. The booking page picks up the collection as a tab.
My service description isn't showing on the booking page, why?
By default descriptions are off. Turn them on at Settings → Scheduling → Online booking → Customize appearance → Show description on service bookings.
Can I have free or sliding-scale services?
Yes, set the price to $0 or any amount. Carepatron supports free intakes, free initial consults, and any custom pricing.
Can I restrict a service to existing clients only?
Yes, inside the service, turn off the 'Allow for new clients' toggle. The service then won't appear to clients booking online for the first time.