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:
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Using the left-hand menu on Power Diary, navigate to
Settings
→ Services.
- 2
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Click
+Add Service.
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Fill out the form. (For more details about each field in the form, consult the table below this article).
Click Save when done.
Edit an Existing Service
You can change the details of the service(s) you’ve added to your Power Diary account. Here’s how:
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Using the left-hand menu on Power Diary, navigate to
Settings
→ Services.
- 2
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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
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Using the left-hand menu on Power Diary, navigate to
Settings
→ Services.
- 2
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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:
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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
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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 to 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 for that the service attached. |
| 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 Settings → Custom Lists → Tax Rates. |
| Category | If you have multiple services, you can divide them into a category. To add a new category, go to Settings → Custom Lists → Saleable Categories. (Clients booking online through the Booking Portal will be able to filter by Category - therefore only relevant if you are going to allow your clients to book appointments via the booking portal) |
| 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. |
| Portal Deposit | If some amount is set up here, clients will be required to pay it when booking this service online via the Client Portal. You must connect to Stripe to be able to use this feature. |
| Active | Turn this switch off if you no longer wish to use this Service Template. This change will apply to future invoices only. |