Set Up a Services Calendar

1. From the main Ivorey™ menu, go to [Calendars] then > [Calendar Settings] then > [Services] > [New Service]

2. Add Basic Details – Upload a service image (recommended for your booking page), give your service a name, choose a service colour (this is not client facing), write a description, assign staff members, set the price, and select the duration. You may also choose to mark the service as 'Private', if you want it hidden from the main booking page and shared only via direct link. Then click [Confirm]

3. Click [Advanced Settings] to configure optional service features:

   1. On the Service Details tab:

      1. Staff Availability - Edit available booking slots for each staff member
         
         Note: we will cover how to configure staff availability and other settings in setup step 4 in this guide.

      2. Processing Time - Breaks the service into active and passive segments so staff become available during processing

      3. Pre/Post Buffer Time - Blocks extra minutes before or after the appointment for room resets, preparation, or follow-up

      4. Payment Options - Configure tax, adjust the service price, enable full or partial payments, and confirm your payment processors

      5. Service-Level Form - Attach a specific intake form that applies only when this service is booked alone
         
         ​Note: If multiple services are booked in one session, Ivorey™ reverts to your standard form.

      6. Variations (Optional) - Add variations of the service such as different durations, tiers, or price points (e.g. 60-minute vs. 90-minute sessions). Adjust each variation’s duration, description, or price as needed

   2. On the [Add-Ons] tab (optional) - Create or assign add-ons such as upgrades, extra services, or product add-ons. Upload an image, set a price and quantity limits, and write a description. These will appear as optional upsells during the booking flow

   3. On the [Resources] tab (optional) - Assign physical resources such as rooms, equipment, tables, or shared spaces. Create a resource, set its location, and define its capacity to prevent overbooking (i.e. two massage rooms = 2)

   Click the [Save] button, at the top right corner

4. Share Your Booking Links - Click the (⁝) three dots on your service to choose:

   1. Share Booking - Link to this single service

   2. View Booking Page - Link to your full booking page showing all services and allowing multi-service bookings

   Your clients can now select their preferred service(s), choose variations, add upsells, and book seamlessly.

1. From the main Ivorey™ menu, go to [Calendars] > [Calendar Settings] > [Services] > [Global Settings]
   ​
   Note: Global Settings control your entire Services Calendar booking system. Once configured, these settings apply to all Services, Locations, and Booking Pages - so you only need to set this up once.

2. On the In-App Settings tab - Configure how clients view and select appointments. Choose how dates display (week starting Saturday, Sunday, or Monday), and toggle on options that apply to your business, including:

   1. Multiple Locations - Enable if you operate from more than one physical location

   2. Resources - Enable if you manage rooms, equipment, or shared spaces that need to be booked

   3. Add-Ons - Enable if you want to offer service upgrades or upsells during booking

   Be sure click [Save Changes], at the top right, before you move to the next tab

3. On the [Booking Page] tab - Customise your client-facing booking experience. Update your business name, upload your company logo, and customise your booking URL. Choose how your services are displayed by adjusting:

   1. Services Images - Choose whether to include images for each service

   2. Browse By - Choose whether clients should browse by Category or All Services

   3. Booking Order – Drag to show Service/Category first or Locations first

   4. Page Layout – Card View, List View, or Allow Bookers to Choose

   5. Theme – Light, Dark, or Custom (with custom background colour)

   6. Time Format – 12-hour or 24-hour

   7. Service Button Labels – Update the button text shown during booking

   8. Menu Layout – Horizontal or left-side navigation

   9. Preview changes anytime, by clicking the [Preview Booking Page] button

   10. ​Additional Display Options:

       1. Allow customers to pick their team member

       2. Auto-Assign settings

       3. Allow customers to book more than one service in a single booking

   11. Click the [Save Changes] button, at the top right, before you move to the next tab

4. On the [Form Settings] tab – Choose what information you collect at booking. Your form defaults to First Name, Last Name, Email, Phone Number, and Notes.
   ​

   Note: if you want to use a customised form, you will first need to create the form and then select it from the drop-down menu. Please refer to our All About Forms guide for the detailed steps.

   Additional options include:

   1. Sticky Contacts – Prefills client details if they’ve booked previously on the same browser

   2. Consent Checkbox – Add a marketing consent checkbox and custom wording

   3. Confirmation Page – Show the default thank-you message or redirect to a custom URL

   Click the [Save Changes] button, at the top right, before you move to the next tab

5. On the [Payment Settings] tab – Configure global payment rules for all services. Choose your currency and payment provider (defaults to Stripe if connected), and then configure your Payment Options:

   1. Enable Coupon Codes

   2. Select either Online Payment, Pay in Person, or Card on File Only
      
      ​Note: whatever you choose applies to ALL services in your Services Calendar.

   3. Allow Deposit or Full Payment Choice (optional for online payments only, and will only display for services where a deposit has been configured)

   4. Hide Payment Amount (optional for in-person or card-on-file bookings)

   5. Set the Price Display Format to either Show price range or Show starting price (not available if Hide Payment Amount above is checked on)

   6. Set Payment Mode to Live Mode, at the top, before publishing your calendars

   Click the [Save Changes] button, at the top right, before you move to the next tab

6. On the [Service Settings] tab – Control scheduling rules across all service calendars. Set your default scheduling rules, including:

   1. Appointment Interval (e.g. every 30 minutes, every hour)

   2. Minimum Scheduling Notice (e.g. 24 hours in advance)

   3. Booking Window for how far in advance clients can book

      1. Select Range based to set a number of hours, days, weeks or months

      2. Select Date-based to set a specific start and end date

   4. Service booking title for how booked appointments should be titled in your calendar. Remember this is a global setting which will apply to all services, consider making use of the 🏷 Custom Value options (e.g. Contact > Full Name)

   5. Rescheduling & Cancellation Links to set how long these links should be valid before expiring (e.g. rescheduling allowed until 2 hours prior)

   6. Auto-Confirmation to automatically approve bookings or review manually

   Click the [Save Changes] button, at the top right, before you move to the next tab

7. On the [Additional Settings] tab - Optional global controls, including:

   1. Contact Assignment to assign new contacts to the staff member they book with

   2. Facebook Pixel ID to track interactions

   3. Fixed Time Zone for the booking page (recommended OFF if you use online locations)

   Click the [Save Changes] button, at the top right, before you move to the next tab

8. On the [Notification Settings] tab – Configure email, SMS, and in-app alerts. For each notification type (booking confirmation, cancellation, reschedule, reminders):

   1. Click the ✏ pencil icon > and toggle on Enable Email Notification, Enable In-App, and/or Enable SMS

   2. Check the boxes next to the recipient types you want to send to

   3. For each recipient type, select your customised email template (e.g. Service Calendar Appointment Confirmation), edit subject lines, content, sender details as needed
      
      Note: we have created email templates specifically for your services calendar notifications, which are already available inside of your account. Please refer to our Customise Default Emails guide for the steps to customise these templates.

   4. For Reminders and Follow-ups, set intervals (e.g. 24 hours and 1 hour before or after)

9. Once all settings are configured, click [Save Changes] to finalise your Global Settings.

1. From the main Ivorey™ menu, go to [Calendars] > [Calendar Settings] > [Services] > [Locations] > and click the [+ New Location] button, at the top right corner

2. Upload a Location Image (visual representation on booking page), and fill in the location details, such as the name, phone number, and address. Add a custom URL (optional) to showcase services available at this location (helpful if you offer different services at different locations).

3. Click the [Add Location] button, and move to the next setup step to assign Locations to Staff Members

1. From the main Ivorey™ menu, go to [Calendars] > [Calendar Settings] > [Services] > [Locations] > and click the [+ New Location] button, at the top right corner or edit an existing one

2. Toggle ON ‘Let bookers enter their own service address’

1. From the main Ivorey™ menu, go to [Calendars] > [Calendar Settings] > [Services] > [Staff]

2. Click [Add Staff] to create a new staff profile (this is the same as adding a team member in your account settings), or click the ✏ pencil icon next to an existing staff member

3. Inside the staff profile, on the Basic Details tab, scroll down to Default Availability and adjust their general working days and hours:

   1. Working days (e.g. Monday–Friday)

   2. Enter the start and end time

   3. Add more time to create a split shift if needed (e.g. 9:00–12:00 PM and 1:00–5:00 PM)

   Note: default availability applies across all assigned working days unless further customised in Weekly Hours.
   
   Click the [Save] button, at the bottom

4. On the [Assigned Services] tab, set their Appointment Limit per day/week/month, and select any and all services they should be assigned to

5. Go to the [Weekly Working Hours] tab, to drill into day-by-day settings. For each day of the week, click the ✏ pencil icon:

   1. Set specific start and end time for that day (e.g. Monday 9:00 AM–5:00 PM)

   2. Review the services available for that day and adjust if needed

   3. Select all relevant locations the staff member works from on that day, and remove any locations that shouldn’t apply

      
      Note: This step ensures that the staff member’s availability at the location will now appear on the booking calendar.
      ​

      Examples:

      • If a staff member only works virtually on Fridays, select only the virtual meeting location for that day

      • If a staff member works from a different physical location on Thursdays, select that location only

   4. Click [+ Add More Time] to set specific hours per service or location

   Click the [Save] button, at the bottom

6. (optional) On the [Date-Specific Hours] tab, set specifics for leave, public holidays, shortened shifts, or location changes on specific dates:

   1. Add New Date-Specific Hours or click the ✏ pencil icon to edit an existing one

   2. Select one or more dates, mark as Unavailable or set specific start and end time for that specific date

   3. Add/remove services if availability differs on that date

   4. Add or remove locations for that specific date

   Examples:

   • Mark Christmas Day as Unavailable

   • On December 26th, make the staff member virtual-only by removing all physical locations and selecting their virtual meeting room

   Click the [Save] button, at the bottom

7. Repeat the steps for each team member. Each staff member must have their own default availability, assigned services, assigned locations, weekly working hours, and optional date-specific adjustments. This ensures accurate booking visibility and prevents scheduling conflicts.

Yes, you can use both meetings and services calendars side by side or choose to use only one type.

Yes, Services support staff-specific availability and pricing.

Yes, the Services booking flow allows multi-service booking in a single checkout. You can enable this in settings when creating or editing a Services Calendar, as outlined in Step 1 of this guide.

If your client books multiple services at a time, they will receive just one confirmation and one set of reminders for the overall booking, based on the start time of the first service.

Dynamic booking links are not available for Services Calendars. However, you can add a static link if you need to provide a virtual meeting location. Or consider using a Meetings Calendar instead.

No, within a Services Calendar, you must select a single payment option for all services (e.g. online or in-person), even if the individual services have different prices or partial payment settings (e.g. full payment or deposit). You can also set staff-specific pricing and enable coupon codes, but the chosen payment method applies across all services.
​
​Tip: If you need different payment methods for individual services, a Meetings Calendar might be a better option for simpler, one-on-one appointments.

Yes, you can hide services from the booking page. Enable "This is a private service" for the service and share the direct link instead. When this is turned on, the service will not be shown on the public booking page.

If your services calendar isn’t displaying available booking times, it’s usually because availability is not yet assigned to the staff member. For Services Calendars, availability is configured per staff member, not globally for the calendar. Please refer to Step 4 in this guide, for the detailed steps.

Service locations also need to be assigned per staff member. If a calendar shows the wrong location, it usually means the staff member hasn’t been linked to the correct location for that day or service. Please refer to Step 4 in this guide, for the detailed steps.

If you want to allow a new team member to be bookable through your Services Calendar, please refer to Step 4 of this guide for the detailed steps.

To add date-specific hours for leave or time off, please refer to Step 4 of this guide for the detailed steps.

Yes, inside services calendars, you can you can assign specific locations for each day. Please refer to Step 4 of this guide, for the detailed steps.

If payments are not processing for your Service Calendar bookings, it’s usually because the payment mode is still in Test Mode. Please refer to Step 2 in this guide, for the detailed steps.

Inside Services Calendars, customer-facing add-ons appear as optional checkboxes during booking. Any add-on price and/or duration is automatically added to the total. Hidden add-ons do not appear publicly but can be applied internally by staff inside the appointment modal. Click the View Booking Page button to preview.

Currently, the 'Fixed' and 'Full Height' options are the standard system displays for the New Service Calendar. Certain layout details like the 'Show more' link or specific bottom spacing are part of the core system design, they cannot be changed through the standard builder settings.

To customise these specific design elements or remove excess white space, you will need to use Custom CSS within your page settings. We recommend consulting with a web developer to implement custom code that overrides the default calendar styling to better suit your website's design.

This can occur when both Automatic Staff Assignment and Staff Selection are enabled at the same time. Both settings control how a staff member is assigned to a booking. When used together, they can trigger the selection step more than once. This behaviour may be more noticeable on mobile devices. This is expected system behaviour and it does not indicate an incorrect setup. If you want clients to choose their preferred staff member, keep Staff Selection enabled. If both settings remain active, the additional selection step may still appear.

Yes, if you have multiple locations added for the same service, clients will be able to select which location they prefer when booking.