Adding and Editing Services

You can add as many services to your Power Diary account as you need. These services are attached to your appointments and are generally used for invoicing. 

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How To Add A New Service

It is easy to add a new service to your Power Diary account. Here’s how:

1
Using the left-hand menu on Power Diary, navigate to SETUP → Services.
2
Click +Add Service
3
Fill out the form. (For more details about each field in the form, consult the table below this article). 

Click Save when done. 

Editing An Existing Service

You can change the details of the service(s) you’ve added to your Power Diary account. Here’s how:

1
Using the left-hand menu on Power Diary, navigate to SETUP → Services.
2
Click the gear icon on the far-right side of the service whose details you’d like to change and click Edit.
3
Make the required changes to that particular service’s form. 

Click Save once you’re finished. 

Hint 💡

You can drag services up and down the list to change their order of appearance in the Client Portal

Deactivating/Activating A Service

You can deactivate a service in your Power Diary account. Here’s how:

1
Using the left-hand menu on Power Diary, navigate to SETUP → Services.
2
Click the gear icon on the far-right side of the service you’d like to disable - and click Deactivate.

Once a service is deactivated, it won’t show up in the Services List inside appointments, invoices and even the Client Portal. 

But you can reactivate a deactivated service. Here’s how:

1
Toggle the Show Inactive switch on the top-right corner of the Services page. This will show you a greyed out list of deactivated services. 
2
Click on the gear icon on the far-right corner of the service you’d like to re-enable - and click Activate

Once done, that particular service will be again added to your Services List. This means you’ll be able to add it in any appointments you or your clients create - and inside invoices. 

Understanding the Fields

When you add a new service, or edit an existing one, you'll be presented with this form: 

Here's what each field in the form above is for:

Name This is the title of the service that you will see in drop-down lists and on invoices.
Item Number/Code This is used to record a short piece of text to be used as a reference. This is an optional field. Please note that if submitting Medicare or DVA claims this field should be used to record the relevant service code.
Description This is used to record a description of your service. This information will also appear on any invoices that the service is attached to.
Duration Used to record the duration of the service in minutes. This is also used to automatically set the length of new appointments booked with the service attached.
Tax Use this field to record whether or not tax applies to the service. The tax percentage can be set in SETUP > Custom Lists > Tax Rates.
Cost This is an optional field and is used to record the cost of your price.
Price Use this field to record the price of your service, ensuring that any tax is included in the figure (such as GST). This will appear on invoices where this service is attached, and will also show on the client portal if you're taking payments from clients.
Category If you have multiple services, you can divide them into a category. To add a new category, go to SETUP > Custom Lists> Saleable Categories.
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