Ask the Booker Location for Services (v2) lets businesses collect a customer’s service address directly during booking. This article explains how the feature works, when to use it, how to create an Ask the Booker location, how to assign it to staff availability, and what customers see when entering their address on the booking page. TABLE OF CONTENTS What is Ask the Booker Location for Services (v2)? Key Benefits of Ask the Booker Location When to Use the Ask the Booker Location Feature How To Setup Ask the Booker Location for Services (v2) Frequently Asked Questions Related Articles What is

Overview We’ve introduced Services (v2) Reporting, a dedicated module within the Reporting Dashboard for all service-based insights. This replaces the earlier service-related widgets that were part of the Calendars/Meetings module. The new module (identified by purple icons) provides a more structured and scalable way to track appointments, revenue, staff performance, and more. What’s New in Services (v2) The Services (v2) module includes a wide range of widgets, such as: Appointment count by service Appointment count by service category Total revenue from service booking Revenue by service Revenue by service category Average order value (services) Top grossing staff (services) Top performing

Managing service bookings faster with the appointment modal. Edit appointments, create blocked slots, duplicate bookings and view resources from the Appointment modal. TABLE OF CONTENTS What is the Appointment Modal for Service Appointments? Key Benefits of Managing Service Appointments How to Access the Appointment Modal Edit Service Appointments Duplicate Service Appointments Blocked Slots on Your Service Calendar Show Resource in Appointment Modal Use Custom Values in Service Notifications Frequently Asked Questions

Manage calendar-based bookings in HighLevel with transparent manual taxes and custom processing (miscellaneous) fees in Services (v2). This guide explains what the feature is, who it’s for, how to configure it, and how totals appear across the booking form, appointment modal, receipts, and reports. You’ll also find provider compatibility notes, calculation rules, FAQs, and links to related setup articles. TABLE OF CONTENTS What is Taxes and Processing Fees for Services (v2)? Key Benefits of Taxes and Processing Fees  Processing Fees / Miscellaneous Charges Manual Taxes in Services (v2) Visibility in Bookings & Receipts How To Set Up Taxes & Processing

Learn what the Service Booking (Services v2) workflow trigger does, when it fires, and how it differs from the appointment status triggers. This article covers the information you need to know to start use the Service Booking Trigger in your workflows. TABLE OF CONTENTS What is the Service Booking Trigger? Key Benefits of the Service Booking Trigger When It’s Triggered Key Differences from Appointment Status Trigger Available Filters Trigger Visibility Order Submission Trigger Behavior with Service Bookings Supported Appointment Actions Using Custom Values with Service Bookings How to Customize It How to Set Up the Service Booking Workflow Trigger Frequently

TABLE OF CONTENTS Overview Scheduling Types in Calendar View Meetings Services Enabling or Disabling Scheduling Types How the View Changes Filters by Scheduling Type Meetings View Filters Services View Filters Additional Calendar Controls Tips Limitation: Third-Party Calendar Updates   Overview The Calendar View is your central hub for managing appointments and bookings. It’s designed to adapt based on the type of scheduling you use — giving you a focused experience whether you’re handling meetings or service bookings. Scheduling Types in Calendar View Currently, there are two scheduling types available: Meetings Best for sales calendars, personal booking, collective calendars, classes, or

TABLE OF CONTENTS What is a Location? Managing Multiple Locations How to Add New Locations Setting Staff Availability for Locations FAQs What is a Location? A location is the place where your service takes place — essentially, the meeting point between you and your customer. This could be your office, a store, or any physical address. When you first set up your account, a default location is automatically created using the business address entered in Settings > Business Profile. This is ideal for businesses operating from a single location. You can update these details anytime in Calendar Settings > Services

Add-ons are optional extras that can be attached to a service so customers can personalize their booking. They can be supplementary services or related products and may affect total time and price. This article covers what add-ons are and how to create, edit and assign add-ons to your services! TABLE OF CONTENTS What are Add-ons? Key Benefits of Add-ons Where to Create Add-ons Assigning Add Ons to Services Editing or Deleting Add-ons How to Create Add-ons Best Practices Frequently Asked Questions Related Articles What are Add-ons? Add Ons allow users to enhance services by offering additional features or upsells, providing

Resources in Services let you reserve the real-world assets needed to deliver an appointment, like rooms, chairs, or stations, so booking stays accurate. This article covers what resources are, when to use them and how to set them up. TABLE OF CONTENTS Overview of Resources in Services Key Benefits of Resources Capacity vs. Quantity How to Create a Resource Assigning Resources to Services Best Practices Frequently Asked Questions Related Articles Overview of Resources in Services Resources represent physical assets such as rooms, chairs, or stations that are required to deliver a service. Assigning resources to services ensures that when the