How do I set up private services?

Create the service

1. Go to Services > Private services and click Add private service.

2. Fill in:

   • Name — what members see (e.g. "Private piano lesson").

   • Description — shown in the enrollment confirmation email. Use it for prep notes or links.

   • Location & room — pre-fills when creating enrollments.

   • Eligible staff — who can teach this service.

   • Eligible plans — which plans can pay for it.

3. Click Submit.

How it's used

Once created, the service powers three things:

• Enrollments — assign a client to a staff member under a particular service

• Calendar — each session appears on the staff calendar and in the member's portal.

• Reporting — revenue reporting can be split by service in the Analytics dashboard and CSV reports