Steps to Access the Services Module
Log into CompanyOn
Click on your profile photo (or initials) in the top right corner of the screen.
Select "Services" from the dropdown menu that appears.
The Services dashboard will open
How to Create a Service
In the "Services" tab, click the "Create Service" button at the top left.
A form will appear. Complete the following fields:
Configure service basics
Enter the Name of the service
Enter the Price and review the Price Total
Enter the Penalty (cancellation fee) if applicable
Enter the Duration in minutes, or check "All day" if it applies
Configure taxes
Check the applicable tax boxes: PST, GST, HST, or IVA
Assign users
Under "Users", check "All" to assign all practitioners, or use the "Select..." dropdown to assign specific users
Assign chart entries
Use the "Chart Entries" dropdown to attach a chart template to this service. This template will be automatically available every time an appointment for this service is checked in.
Define service type
Select one of the following: Home Visit, In Clinic, or Virtual
Configure online booking
Toggle "Show on online booking" to Show or Hide depending on whether you want this service visible for online booking
Configure padding time
Enter a number in the "Padding Time (Minutes)" field to add buffer time between appointments
Enable online payment
Toggle "Require online payment" to Yes if you want to require prepayment for this service
Add a description
Enter a description of the service in the "Description" field
Click "Save" to create the service.
Important note: If a practitioner is not assigned under Users, the service will not appear correctly in scheduling or booking.
How to Edit a Service
In the "Services" tab, click on the name of the service you want to edit.
Update the fields you need to change.
Click "Save" to apply your changes.
How to Deactivate a Service
In the "Services" tab, click the "X" icon on the right side of the service row (Actions column).
Confirm the deactivation.
Note: Deactivated services will no longer be available for future bookings. Historical appointments and reporting data will remain intact.
How to Configure Group Services
Groups allow you to assign multiple clients to a single appointment while maintaining individual records for each client. This is useful for programs, facilities, or any setting where multiple clients are seen at the same time.
In the Services module, click on the "Groups" tab at the top of the page.
Click the "Create Group" button.
A form will appear. Complete the following fields:
Enter the Name of the group
Add a Description if applicable
Use the "Clients" dropdown to assign clients to the group
Click "Save" to create the group.
Note: Group appointments are scheduled through the Calendar module.
How to Create Locations
Locations must be created before they can be assigned to services.
Click on your profile photo (or initials) in the top right corner of the screen.
Select "My Business" from the dropdown menu.
Click on the "Locations" tab at the top of the page.
Click "Create Location".
Enter the location information: name, phone, and address.
Click "Save".
Note: To edit an existing location, click the pencil icon on the right side of the location row. To deactivate it, click the "X" icon.
Frequently Asked Questions
Can services be used for online booking? Yes. Once online booking is activated and the service has the "Show on online booking" toggle enabled, clients will be able to book that service online.
Can services have pre-selected chart templates? Yes. Use the "Chart Entries" dropdown when creating or editing a service to link a chart template directly to it.
Can services be configured for virtual visits? Yes. When creating a service, select "Virtual" as the service type.
Can services be assigned to multiple locations? Yes. Locations can be created through the My Business module and then assigned to services.