Module Overview
The Services module allows clinics and practitioners to configure the services offered within CompanyOn, including pricing, durations, visit types, charting templates, online booking settings, memberships, and billing workflows.
The Services module supports:
• Service creation
• Service pricing
• Appointment durations
• Visit type configuration
• Online booking enabling
• Chart template linking
• Group Visits
• Service categories
• Multi-location availability
Steps to Access the Services Module
Log into CompanyOn
Open the Admin menu
Select Services
The Services dashboard will open
What Can Be Managed in the Services Module
• Services
• Service pricing
• Appointment durations
• Visit types
• Chart templates
• Online booking availability
• Group services/visits
• Multi-location services
Steps to Create a Service
Open the Services module
Select Create Service
Enter the service name
Add the service description
Configure the service pricing
Set the appointment duration
Save the service
Common Service Information
• Service name
• Description
• Pricing
• Duration
• Visit type
• Chart templates
• Online booking enabling
Important Notes
• In-clinic visit type allows clinic location selection during scheduling
• In-home visit type supports mobile care workflows
• Virtual visit type supports remote appointment workflows
Best Practices
• Clearly define visit types during setup
• Verify location settings for in-clinic visits
How to Pre-Select Chart Templates for a Service
Chart templates can be linked directly to services to simplify documentation workflows.
When linked:
• Practitioners can access documentation directly from the appointment
• The Form Icon automatically opens the assigned chart template
Steps to Link a Chart Template
Open the service
Navigate to Chart Entry Settings
Select the chart template
Save the service configuration
What Happens Next
• Documentation becomes accessible directly from appointments
• Practitioners can complete charting more efficiently
• Documentation workflows become standardized
Best Practices
• Assign templates to all commonly used services
• Use standardized chart templates
• Review chart templates regularly for workflow consistency
How to Enable a Service for Online Booking
Before services can appear online:
• Online booking must be activated
• A subdomain must be configured through the My Business module
• Stripe integration is required for advance online payments if applicable
Steps to Enable Online Booking for a Service
Open the service
Navigate to Online Booking Settings
Enable Online Booking
Configure online booking options
Save the service settings
What Happens Next
• The service becomes available on the online booking page
• Clients can schedule appointments online
• Online payment workflows become available if enabled
Best Practices
• Review online service availability regularly
• Verify practitioner schedules before enabling online booking
• Confirm pricing and durations before publishing services online
How to Configure Group Services
Services can be configured for group appointment workflows.
This allows clinics to:
• Schedule group sessions
• Manage multiple clients within one appointment
• Support group therapy or wellness programs
Steps to Configure Group Services
Open the service
Navigate to Group Settings
Enable Group Booking
Save the service configuration
Important Notes
• Groups must still be created through the Groups section inside Services Admin
• Group appointments are scheduled through the Calendar module
How to Assign Services to Locations
Services can be assigned to specific clinic locations.
This supports:
• Multi-clinic organizations
• Practitioner scheduling by location
• Location-specific online booking
• In-clinic appointment workflows
Important Requirements
Locations must first be created through the My Business module before they can be assigned to services.
Steps to Create Locations
Open the My Business module
Navigate to Locations
Select Create Location
Enter the clinic location information
Save the location
Steps to Assign Services to Locations
Open the Services module
Select the service
Navigate to Location Settings
Select the clinic locations where the service will be available
Save the service settings
What Happens Next
• Practitioners can schedule services at the assigned locations
• Online booking can display location availability
• In-clinic appointments can reference the selected clinic location during scheduling
Best Practices
• Verify practitioner availability by location
• Review online booking visibility regularly
• Keep location assignments updated
• Standardize location naming conventions across the clinic
Steps to Edit a Service
Open the Services module
Select the service
Click the Pencil Icon
Update the service settings
Save the changes
What Can Be Edited
• Pricing
• Duration
• Visit types
• Chart templates
• Online booking settings
• Locations
Best Practices
• Review workflow impacts before changing active services
• Confirm pricing updates carefully
• Review online booking visibility after changes
How to Deactivate a Service
Select the service
Click the “X” icon to deactivate service
Confirm the deactivation
Save the changes
What Happens Next
• The service becomes unavailable for future bookings
• Historical appointments remain visible
• Existing reporting data remains intact
Best Practices
• Review upcoming appointments before deactivating services
• Notify practitioners when necessary
• Verify online booking visibility after deactivation
FREQUENTLY ASKED QUESTIONS
Can Services Be Used for Online Booking?
Yes. Services can appear online once:
• Online booking is activated
• The service is enabled for online booking
• Practitioner availability is configured
Can Services Have Pre-Selected Chart Templates?
Yes. Chart templates can be linked directly to services for appointment documentation workflows.
Can Services Be Configured for Virtual Visits?
Yes. Services can support:
• In-clinic visits
• In-home visits
• Virtual visits
Can Services Be Included in Memberships?
Yes. Services can be attached to membership plans and recurring care workflows.
Can Services Be Assigned to Multiple Locations?
Yes. Services can be assigned to one or multiple clinic locations.