Default Services and Custom Rates

Client default services and fees

Whether it's for ease of use, or whether you provide sliding scale fees for certain clients, we've made it easy to customize the services for each of your clients.

From the client's Billing settings, you'll see a section called Default Services:

When the list of default services is empty, each appointment you set up with your client will be defaulted to Unbilled Service

However, once you've added some services for your client, you'll be able to set a default service (the one that's selected) and also customize the rate for each of the services:

Once a default service is configured, that service and associated fee will automatically be assigned when you set up an appointment for your client.

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