Default Services and Custom Rates

Client default services and fees

Whether it's for ease of use or providing a sliding scale fee structure for clients, we've made it easy to customize the services.

From the client's Billing > Settings tab, you'll see a section called Default 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.

You may also add multiple Default Services for a client. If you add more than one, you will need to choose a primary service (see 90837 below), which will still automatically be assigned when you set up an appointment for your client. However, if you change the billing service in the appointment to a different default service (see 90834), the fee will adjust according to the client's Default Services page.