Domain: Scheduling | Type: Custom (active)

Full reference: CRM Modules Guide


What is it?

Service catalog for scheduling. Defines every bookable service — its duration, type, associated providers, and whether it appears on the patient booking screen.


What It Defines

FieldDescription
Service NameDisplay name shown to patient
DurationAppointment length in minutes
Service TypeInitial visit, follow-up, lab review, etc.
ActiveWhether it appears in booking
Buffer TimeGap between back-to-back appointments
Confirmation EmailTemplate sent on booking confirmation

Services Available (Examples)

  • Initial Hormone Consultation
  • Follow-Up Appointment
  • Weight Loss Check-In
  • Lab Results Review
  • Peptide Consultation
  • Virtual Primary Care Visit
  • Nutrition Coaching Session

Relationship to Service Provider

Bookings Services (what service exists)
    → Service Provider (which provider offers it, in which state)
        → Meetings (actual booked appointment)

A service must exist in Bookings Services AND be assigned to a provider via Service Provider before it appears on the patient booking screen.



Full reference: CRM Modules Guide