Lead Fuel CRM
    Knowledge BaseCalendars and AppointmentsService Management
    Calendars and Appointments

    Service Management

    Calendars & Appointments

    Service Management

    Defining and Managing Your Service Offerings

    Services are the core offerings customers can book in Lead Fuel CRM. Properly configured services include duration, pricing, descriptions, and any requirements. This guide covers everything you need to set up and manage your service catalog.

    Creating a Service

    Step 1:Navigate to Calendars > Services from your dashboard
    Step 2:Click "Add Service" to create a new offering
    Step 3:Enter the service name (e.g., "Initial Consultation" or "Hair Styling")
    Step 4:Write a detailed description of what the service includes
    Step 5:Set the duration in minutes (e.g., 30, 60, or 90 minutes)
    Step 6:Enter the price or select "Free" if no payment is required
    Step 7:Choose which calendar(s) this service is available on
    Step 8:Click "Create Service" to save

    Tip: Break down complex services into multiple options. Instead of one "Consultation" service, offer "15-Minute Quick Chat," "30-Minute Strategy Session," and "60-Minute Deep Dive."

    Service Details and Configuration

    Duration and Timing

    Service duration determines how long a time slot will be blocked on your calendar. Consider setup time, actual service delivery, and cleanup time when setting duration.

    • Service duration: The time customers book (e.g., a 1-hour massage)
    • Buffer time: Added after the service ends (separate from service duration)
    • Lead time: Minimum time before the appointment customers must book
    • Notice period: How far in advance a service can be booked (e.g., up to 3 months)

    Pricing and Payment

    Step 1:In service settings, navigate to the "Pricing" section
    Step 2:Select whether the service is free or paid
    Step 3:If paid, enter the price customers will pay
    Step 4:Choose whether payment is required at booking or can be paid later
    Step 5:Configure your payment processor (Stripe, PayPal, etc.)
    Step 6:Set up any applicable taxes or surcharges
    Step 7:Save pricing settings

    Tip: Offer tiered pricing for different service levels. This allows you to capture customers with various budgets while maximizing revenue from those willing to pay more.

    Service Description and Instructions

    A clear service description helps customers understand exactly what they're booking and reduces miscommunication.

    Step 1:Click the "Description" tab in service settings
    Step 2:Write a customer-facing description explaining the service and benefits
    Step 3:Include any preparation instructions (e.g., "No caffeine 4 hours before")
    Step 4:Specify any cancellation policy details
    Step 5:Add information about what to bring or prepare
    Step 6:Mention the expected outcome or deliverables
    Step 7:Save the description

    Custom Questions and Requirements

    Collect specific information from customers at booking time by adding custom questions to your services. This helps you prepare for appointments and improves customer experience.

    Step 1:In service settings, click the "Custom Questions" tab
    Step 2:Click "Add Question" to create a new booking question
    Step 3:Write the question (e.g., "What is your primary concern?")
    Step 4:Choose the question type: Short text, Long text, Multiple choice, or Checkbox
    Step 5:Set whether the question is required or optional
    Step 6:If multiple choice, add the available options
    Step 7:Save the question
    Step 8:Repeat for any additional questions you need answered

    Tip: Keep custom questions focused and concise. Too many questions will discourage customers from completing their booking.

    Managing Service Categories and Collections

    Organize related services into categories to make your booking page cleaner and easier to navigate, especially if you offer many services.

    • Group services by type (e.g., "Consultations," "Maintenance," "Premium Services")
    • Use categories to show only relevant services on specific booking pages
    • Create service bundles (e.g., "3 sessions for $200" at a discount)
    • Enable/disable services temporarily without deleting them

    Pricing and Revenue Optimization

    Regularly review your service offerings and pricing to maximize revenue and profitability.

    • Value-based pricing: Set prices based on customer value, not just hourly rate
    • Package discounts: Offer lower per-unit rates for customers who commit to multiple sessions
    • Premium tier: Add a high-end option with personalized or extended service
    • Seasonal pricing: Adjust pricing during peak seasons or for high-demand services

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group

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