Quick Tip: If you need help finding where to start creating a new service or appointment, click this article to learn the different places to start:
Step 1: Go to the Services & Appointments Section
From the Dashboard or Edit Profile page, scroll to the section titled “Services & Appointments" and click the “+ Add New” button to create your first service or appointment.
Step 2: Choose the Type of Service
After clicking “+ Add New”, you’ll be prompted to select what kind of offering you want to create.
For this guide, we’re focusing on Online Services, which are perfect for coaching calls, virtual consultations, lessons, and remote freelance work.
To continue:
Select “Online Service” from the pop-up options.
This will allow you to set:
Title & Description
Images & Videos
Pricing, duration and booking policies
Availability
Method: Video Chat option or voice calls
Add-Ons & Packages
This is ideal for Zoom, Google Meet, or phone-based services. Once you click “Select”, you’ll move into the service creation form.
Step 3: Fill in your Service Details
Now it’s time to describe what your service is all about. This is what potential clients will see on your profile — so make it clear, appealing, and easy to understand.
Fill out the following fields:
Service Title
Keep it short and specific (max 200 characters)
Example: “1-on-1 Life Coaching Session”, “Virtual Makeup Tutorial”, “Zoom Branding Strategy Call”
Description
Explain what clients can expect.
Include:
What’s included in the session
Who it’s for
What they’ll walk away with
Pro Tip: Use the “Generate Text” button to have the AI assistant help you write a professional description automatically!
Service Image (Card Cover)
Upload a photo or visual representing your service, or generate one using AI with a prompt!
Format: JPEG or PNG
Size: 624x984px (max 10MB)
This will show as the cover on your profile’s booking cards.
Great options include:
A photo of you in action
A branded graphic with your name
A calm, clean background with your logo
Your preview card on the right will update in real time, allowing you to see how your service will appear on your public page.
Once completed, you can discuss pricing, duration, and availability.
Step 4: Set Your Pricing and Duration
Now it’s time to decide how much you charge and how long your sessions should be. You can choose to charge by the hour or a flat rate, depending on how you structure your services.
Choose a Pricing Model
Hourly Rate:
Great for flexible or open-ended services like coaching, consulting, or creative work. Clients can book you for a time range that fits their needs, so make sure to keep the Duration as a range.
Flat Rate:
Perfect for fixed-time sessions like “30-Min Zoom Makeup Tutorial” or “1-Hour Branding Strategy Call.” Set one price for a set duration.
Free Option:
Leave the rate field blank if you’re offering the session for free (great for discovery calls or promos).
Optional: Add a Cancellation/No-Show Fee
Enable this if you want to protect your time and reduce last-minute cancellations. This option is only available for a paid service.
Set Your Service Duration
If using an hourly rate, you’ll need to set:
Minimum Duration: The shortest time a client can book (e.g. 30 minutes)
Maximum Duration: The longest time a client can book (e.g. 2 hours)
For a flat rate, you’ll set one session length for a set duration.
Additional Option: Accept Cash Payments
If you're comfortable accepting payment outside the platform, you can just turn this on. This is typically used for in-person services, but is available for all.
Step 5: Set Your Availability
Now it’s time to set when you can offer this service. This ensures clients can only book you at the times that work for you.
Here’s how to do it:
Select the days of the week you want to offer this service by checking the boxes following each day.
For each selected day, you can set start and end times (e.g. 9:00 AM – 2:00 PM) or set multiple start and end times throughout the day.
Times are displayed based on your timezone (you can update this if needed at the top).
Pro Tips:
Only offer as many time slots as you can realistically handle.
Block off weekends or evenings if you prefer limited hours.
Adjust this later if your availability changes!
Step 6: Choose Your Online Meeting Method
Once your availability is set, you’ll choose how you want to connect with your clients during the session.
Method Options:
Built-in Video Chat (Recommended)
Use Bookme’s free integrated video/voice platform
Features include screen share and more
No need to manage links — everything is built in
Best for simplicity and automation
Custom Method
Add your own Zoom, Google Meet, or phone number
Bookme will display the link or contact method in the confirmation email
Best for those who already have external tools or phone-based workflows
Step 7: Add Extra Value with Add-Ons and Packages
You can offer optional extras or deals, which will be offered to the Booker during checkout, in order to increase your revenue or encourage client loyalty. This is completely optional — but a great way to upsell or package your services.
Create Add-Ons
Add-ons are optional extras that clients can select during booking.
Examples:
“Add a personalized PDF summary”
“Include a recording of the session”
“Add 15 extra minutes”
Use these to increase your average booking value while giving your clients more flexibility. Click “Create Add-On” to set the name, price, and other options.
Create Packages
Packages let clients book multiple sessions at a discount or bundled services.
Examples:
“3 Coaching Calls for $250”
“Buy 5, Get 1 Free”
“Monthly Mentorship Bundle”
Great for encouraging repeat clients or promoting seasonal deals! Click “Create Packages” to set the structure and pricing.
Step 8: Set the Duration of Availability
Now you’ll let Bookme know how long this service will be available for clients to book.
You have two flexible options:
Ongoing
The service remains live with no set end date.
You can set how far into the future someone can book it (default: 180 days).
Great for evergreen services like coaching, tutoring, or consultations.
Example: A client could book you 3 or 6 months ahead, depending on the limit you set.
Set Date Range
Define a specific start and end date for your service.
Ideal for limited-time offers, seasonal services, or availability while traveling.
Example: “Fall Social Media Strategy Session — available from Sept 1 to Nov 15”
Step 9: Create a Custom Welcome Message
To wrap up your service setup, you can write a welcome message that gets sent automatically to the clients as soon as they book. This adds a professional, personal touch and helps set expectations.
Why use this?
It personalizes your client's experience
It gives them next steps (like what to prepare, how to show up, what to expect)
It adds a polish and professionalism to your brand
What to write:
Here’s a simple example you can tweak:
Hi and thank you for booking your session with me — I’m excited to connect!
Before we meet, feel free to send me any notes or questions ahead of time, so I can prepare for our session. Please make sure to be in a quiet location with focus mode ON, so we can have a productive call.
You'll receive a reminder before the session.
See you soon! 😊
Pro Tip: You can customize this Welcome Message per service, or just leave it blank if you prefer to keep it simple.
Once added, click Create & Preview — you're service will be created and and you will be taken to the service page to preview it. 🎉