Service Management

Managing Your Service Offerings

The "Service Management" section is where you define, organize, and manage all your service offerings. This enables your ReadyChatAI bot to accurately discuss services, provide relevant information, and facilitate bookings or inquiries.

Path: Commerce & Services > Service Management

The Service Management page showing metrics, tabs, and the services table.

Service Metrics

At the top of the page, a Service Metrics section displays four summary cards with a date range picker:

Metric	Description
Total Services	Total number of services created, with % change vs. previous period
Recently Added	Services added within the selected date range
Active Services	Services currently available for customers
Inactive Services	Services that have been deactivated

Use the date range picker to view metrics for specific periods. Each card shows the count, a time label (e.g., "This Month"), and percentage change.

Tabs: Services and Types

Below the metrics, two tabs organize your service data:

• Services — View and manage individual service offerings
• Types — View and manage service type categories

The Types tab showing service type categories.

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Services Tab

Services Table

The table header shows the total count (e.g., "All Services: 37") with management tools:

• Filter — Advanced filtering options
• Export — Download service data
• Add New Services — Create a new service

Table columns:

Column	Description
Service Name	The name of the service
Service Type	The category/type this service belongs to
Description	A brief description of the service
Service Providers	Team members assigned to deliver this service
Price	The base cost for the service (displayed with currency)
Status	Current status — Active or Inactive
Actions	Menu button to edit, view details, or manage the service

Adding a New Service

1. Click the "Add New Services" button
2. Fill in the required details:
   • Service Name
   • Service Type (select from existing types)
   • Duration
   • Price
   • Description
   • Service Providers (assign team members)
   • Add-ons (optional)
3. Click Save to publish the service

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Types Tab

Service Types Table

The table header shows the total count (e.g., "All Service Types: 23") with management tools:

• Filter — Filter and sort types
• Export — Download your service types data
• Add New Service Types — Create a new service type

Table columns:

Column	Description
Name	The name of the service type
Description	A brief description of the type
Actions	Menu button to edit or delete the type

The Name and Description columns are sortable by clicking the column header.

Adding a New Service Type

1. Click the "Add New Service Types" button
2. Enter the type name and optional description
3. Click Save to create the type

Service types help you organize services into logical groups (e.g., "Consultations", "Vehicle Services", "Deliveries"). Each service must be assigned to a type.

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How the AI Uses Your Services

Once your services are set up, the AI will:

• Reference your services in customer conversations
• Answer questions about service duration, cost, or availability
• Suggest relevant add-ons when appropriate
• Link customers to your booking flow (if Redirect to Booking Page is enabled)

Integration with Other Features

• Appointments: Services define what customers can book. See Appointments for managing bookings.
• Checkout Questions: Service-specific questions configured in Checkout Questions (Service tab) are asked during the booking process.
• Configure: Enable the "Redirect to Booking Page" feature in Configure to let customers book services through a visual calendar.

Best Practices

• Write Detailed Descriptions: The more detailed your service info, the smarter the AI responses will be
• Keep Types Organized: Use clear, descriptive type names that reflect how customers think about your offerings
• Assign Providers: Ensure each service has at least one provider assigned for accurate scheduling
• Review Regularly: Deactivate services you no longer offer and update pricing as needed