Service Calendar Setup Guide – Barber in HighLevel

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saas4agency.com

In this guide, we will learn how to set up a services calendar system to automate a barbershop. This step-by-step tutorial will help you streamline bookings, manage staff schedules, and enhance the overall customer experience. Let’s dive in!

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Understanding the Barbershop Structure

Before we dive into the configuration, let’s take a look at the typical structure of a barbershop. Generally, a barbershop has several chairs, offers various services like haircuts and shaves, employs barbers and stylists, and maintains an inventory of tools like razors and shears. Our goal is to create a calendar system that automates the booking experience for customers based on this structure.

Setting Up Staff Members

Step 1: Add Staff Members

  1. Navigate to Settings and click on My Staff.
  2. Add your staff members by filling in their first and last names, and email addresses. Ensure the email is correct for login information.
  3. Scroll down to User Permissions to set access levels. For example, limit access to settings if necessary.
  4. Define User Roles such as admin or user. Generally, a user role suffices for barbers.
  5. Set User Availability to specify their working days and hours. This availability will reflect in the calendar settings later.

Configuring Calendar Settings

Step 2: Add Rooms or Chairs

  1. Head over to Calendars and then Calendar Settings.
  2. Create rooms or chairs based on services. For example, create a “Salon Chair” for haircuts and shaves and a “Styling Chair” for hair styling.
  3. Set the total capacity of each type of chair as needed.

Adding Inventory

Step 3: Manage Equipment

  1. Go to Equipments and add necessary items like razors and shears.
  2. Specify the total quantity and any out-of-service quantities.

Creating Services

Step 4: Create Service Calendars

  1. Head back to Calendars and create a new calendar for each service, such as haircuts, shaves, and styling.
  2. Provide descriptions, select relevant staff members, and set service durations.
  3. Customize booking availability and configure advanced settings such as prepayments and notifications.
  4. Upload a cover image to make your calendar visually appealing.

Grouping Services

Step 5: Create Service Groups

  1. Navigate to Groups and create groups for different types of services, like “Haircuts and Shaves” and “Styling Services”.
  2. Assign services to the appropriate groups.
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Finalizing the Setup

Step 6: Create a Service Menu

  1. Go to Service Menu and create a menu that includes all your services.
  2. Enable options like guest booking and multiple service selection.
  3. Select services to be listed under the menu and arrange them as desired.

Testing the System

Step 7: Test the Booking Process

  1. Copy the scheduling link for your service menu and open it in a new window.
  2. Try booking multiple services as a customer to see how the system handles it.
  3. Verify that staff availability and inventory management work as configured.

Benefits of Automating with GoHighLevel

Automating your barbershop with GoHighLevel brings several advantages:

  • Efficiency: Reduces the workload on your reception staff by automating bookings and managing schedules.
  • Improved Customer Experience: Provides customers with a seamless booking process, including the ability to choose their preferred staff members.
  • Better Resource Management: Ensures that staff availability and inventory are accurately reflected in the booking system.
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Conclusion

By following these steps, you can automate your barbershop’s booking process, improve efficiency, and enhance customer satisfaction. This setup is not only applicable to barbershops but can be adapted for various industries. Try it out and experience the benefits of automation with GoHighLevel.

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