Taking a service off the menu

Your winter treatment is done for the year. You don't want clients booking it online in July, and you don't want to lose the four years of history attached to it.

A service is in one of three states, and the filter above the list names all three.

The three states

Bookable online is the normal one. It's on your booking page, it's in the picker at the desk, anybody can book it.

Staff only takes it off your booking page and leaves everything else working. Your team can still put it on an appointment and still ring it up — clients just can't find it themselves. This is the right state for the winter treatment, for the service you only do by referral, and for anything you're still setting the price on.

Archived retires it. It can't be booked at all, by anyone, and it drops out of the list unless you go looking. Appointments and sales that already used it are untouched and still read correctly.

The list shows a badge beside any service that isn't in the ordinary state, so you can see at a glance which ones are hidden — and the filter above lets you look at one state at a time.

Making a service staff-only

The badge appears beside it in the list straight away, and it's gone from your booking page.

Changing a lot of them at once

One service at a time is the edit form. A whole category at once is Bulk edit, which takes the change as a sentence:

The preview is the part that matters. Nothing is written until you press Apply, so a sentence that was read more broadly than you meant costs you a glance at the table rather than an afternoon putting your menu back.

Archiving one

To see what you've archived, set the status filter to Archived. The default view is everything except archived, which is why an archived service looks like it has disappeared rather than moved.

What this doesn't control

Who performs a service isn't set here, and there's no per-service list of qualified staff. Anybody on your team can be booked for anything you offer.

What decides who a client can pick online is set on each person, not on each service. Both sides carry the same switch under the same name: a service is Bookable online, and so is a staff member — the checkbox on their record, described as "offered on your public online-booking page". A client reaching your balayage needs both to be true.

So when the wrong person is being offered for a service, that's a change on their record, not on the service.