Create Individual Service Praxis Desk

You create individual services as the bookable offerings of your practice or studio. The dialog is split into five tabs.

Where do I find individual services?

Open Services → Individual Services. The Create service and Categories buttons are in the top right.

How to do it

1. Navigate to Services → Individual Services.
2. If you work with several companies (cooperation), use the company selector at the top of the page to choose the company you want to create the service for.
3. Click Create service.
4. Fill in the tabs (see below). Name is the only required field.
5. Click Save.

Note: The new service belongs to the company you chose in the company selector.

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General

1. 1Tab bar. Switch here between the five tabs Allgemeines, Benutzer, Ressourcen, Online-Buchung, and Sonstiges.

• Name – Required. The label for the service. This name appears in the calendar and during booking.
• Category – Assigns the service to a category. Without a selection it stays under No category.
• Individual internal number – Your own number, which can be shown on an invoice.
• Description – Formatted text shown in the online booking calendar.

In the Price section:

• Net price and Gross price – Enter one of the two values; offisy calculates the other from the tax rate.
• VAT – The tax rate of the service.
• Price display – Text in which offisy replaces the placeholder {PREIS} with the gross price. By default the field contains only {PREIS}, so just the price appears. Enter from {PREIS} and it reads from 90.00 €, for example.
• Price visible to patients – Switch. Controls whether the price is shown to your clients. If your account refers to clients, the label reads accordingly.
• Disable billing – Switch. Billing of appointments is enabled by default. The text next to the switch shows the current state.

In the Service duration section:

• Service duration – Treatment time, in minutes or hours.
• Preparation time and Follow-up time – Buffers before and after the appointment, in minutes.
• Total duration – The sum of all three values. The field is read-only and shows how much time the appointment occupies in the calendar.
• Show duration – Switch. When it is off, clients don't see the duration in the online booking calendar or in the notification.

Note: You can't enter the total duration directly. To get a longer calendar block, increase the service duration or the buffers.

Users

Here you define which employee performs the service at which location.

• The table maps employees (rows) against locations (columns). Tick every combination in which the service is offered.
• Select all appears three times: in the header row for the whole table, under each location for the column, and under each employee for the row.

Resources

Note: This tab is only visible when the Resources add-on is enabled.

Here you link rooms, devices, or other resources to the service. The linked resource is booked along with the appointment. Linking happens per location.

1. Click Add and pick a resource from the list.
2. Further resources in the same row are combined with OR. They are available as alternatives.
3. Add (new AND condition) creates another row. Rows are combined with AND: one resource from every row is required.

Clicking the minus icon removes a resource again.

If no resources exist yet, the tab shows the note No resources have been defined.

Online Booking

Note: This tab is only visible when the online booking calendar is enabled.

• Bookable online – Switch. The following fields appear only once it is on.
• Booking type – The appointment is booked directly or The appointment must be accepted (appointment request).
• Preceding services and Follow-up services – Multiple selection. These services are offered additionally in the online booking calendar after a successful booking.
• Client information – Formatted text shown during booking and in the notification, for example a note about documents to bring along.

Other

• Tenant – Only with the tenant module enabled. Full access releases the service for all tenants, Custom only for the selected ones.
• Cash Register → As quick selection – Switch. The service appears on the right during invoice creation and can be added with one click.
• Color → Based on category – Switch. When it is on, the service takes the color of its category. Otherwise you pick your own color for the calendar display.
• Notifications – Only with the notification service enabled. Here you deviate from the default settings for this service: Send appointment reminders before appointment start, Default delivery for reminders, Default delivery for appointments, and an Individual text to send with the reminder.

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Edit, duplicate, or delete an individual service

Every row in the overview has a menu on the right. Clicking the service name opens Edit directly.

• Edit – Opens the same dialog with the saved values.
• Duplicate – Creates a copy that you then adjust.
• Manage consumables – See Add Consumables.
• Link forms – Only with the Forms add-on enabled.
• Delete – Removes the service after a confirmation prompt.

Use the handle to the left of the name to sort services within their category by drag-and-drop.

Common errors

No employee-location combination selected If the table in the Users tab stays empty, nobody is assigned to perform the service anywhere. Tick at least one box.

Buffers entered instead of service duration Preparation and follow-up time block the calendar but don't count as treatment time. The service duration determines the time slot in the online booking calendar.