Service workflow and reports

Steps

1. Service workflow decides how the booking moves after a customer chooses the service. Normal booking is best when price, duration, and scope are known before checkout.
2. Use Normal booking for salons, classes, consultations, and other services where the customer can pick a time slot and pay according to the pricing rule you set.
3. Use Service report when the final scope or amount may be confirmed after the work. This is useful for trades, callouts, diagnostics, or work that needs a completion report before final payment.
4. Report based services should still have clear descriptions for customers so clients understand that the first booking may lead to a later report or payment request.
5. After completing report based work, manage the report from Home > Service reports. Keep delivery details, totals, and notes shown to customers factual and specific.
6. Service reports are a Premium workflow and stay available only in live mode. They are not available for group bookings or legacy demo bookings.
7. If the screen is locked, open Settings > Your Business > Workspace and Features and confirm Service reports is active for the workspace before building operational processes around report based delivery.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

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