Services are the things patients book, such as consultations, treatments, or diagnostics appointments.
Open the services list
Open Settings and choose Services.
Opening a service
Click a service in the list to open it.
The service page is split into these tabs:
- Variants
- Pricing
- Settings
- Automation
- Notifications
- Forms
The right-hand sidebar shows:
- Commerce health
- a Visible toggle
- Sales channels
- an app preview
Variants
Variants define the bookable versions of a service, for example a 30-minute and a 60-minute option with different prices.
On the Variants tab you can:
- see all variants for the service
- create a new variant with a title, duration, and base price
- filter existing variants
- open a variant for more detailed setup
You must have a current location selected before creating a variant. circleOS checks the allowed duration range and increment for that location before it lets you save.
Settings
The Settings tab is where you control how the service looks and behaves.
Basic details
In Basic details you can edit the title, internal name, optional detail-page URL, localized description, and service image.
Use this section when the patient-facing wording should differ from the internal service name.
App menu & visibility
The App Menu section controls how the service appears in the booking flow. The current controls include:
- Visible
- Featured
- Hide service details on variant list page
- Online service
- Telephonic service
- Send prepayment link
Therapist selector
The Therapist Selector section controls how therapist selection works for this service:
- Allow therapist selection
- Language selection required
These settings are most relevant when patients should choose a person, not just a time slot.
Service notes
In Service Notes you can maintain reusable service-specific notes, such as preparation instructions, in different languages.
Declaration
The Declaration section lets you maintain longer declaration text, such as disclaimers or consent wording, per language.
Additional metadata
In Additional metadata you can attach key-value pairs for integrations or custom workflows.
Reporting
The Reporting section controls whether the service appears in reports and which reporting category it belongs to.
Automation
The Automation tab controls actions that can happen automatically when the service is booked.
Depending on your workspace setup, this can include:
- Create treatment plan
- Auto-create lab order
- Lab order mappings
- Auto-tag patient
Use this tab when the service should reliably trigger downstream work without manual follow-up.
Notifications
The Notifications tab controls patient-facing communication for the service:
- Send confirmation email
- Send reminder emails
- Request NPS survey
Use this tab to decide which service-specific notifications should run automatically.
Forms
The Forms tab lets you attach forms that are required for the service.
You manage requirements separately for:
- From patient for forms the patient must complete
- From employee for forms the employee must complete
Each requirement can include timing and validity rules, so you can standardise when the form is due and how long a completed submission should still count.
Sidebar controls
The sidebar is the place to:
- check commerce health
- turn visibility on or off
- manage sales channels
- preview how the service appears in the booking flow
If you want to share a patient-facing booking link, use the Action Menu on the service or one of its variants and choose Copy share link → Copy Patient App URL.