Skip to main content
Use this guide when you need to set up what customers can book, how staff start a new appointment, and how teammates subscribe to the calendar. The page is now called Services & schedule. Open it at Settings > Services & schedule. This page is different from the Schedule calendar, where staff place events on specific days.

​
What you will accomplish

  • Know what each section on Settings > Services & schedule does.
  • Add the services your team books every week.
  • Create service plans if you sell recurring care.
  • Choose how the Create Event screen looks on desktop and phones.
  • Copy a calendar subscribe link for Apple, Google, or Outlook.
Hours and closed days movedFacility hours and Closed days now live on Settings > General. Set those first in Set up general facility settings so customers cannot book when you are closed.
Services & schedule vs OperationsServices & schedule defines what can be booked (service names, plans, Create Event layout, calendar feeds).Operations (Settings > Operations) defines bays and rooms, odometer units, cars for sale, and parking audits.Set up services first, then return to Operations.

​
Before you start

  • You should be signed in as a team admin or someone with permission to edit schedule settings.
  • Confirm General settings so your time zone, hours, and closed days are correct.
  • Write down the services customers ask for most (storage intake, detail, pickup, transport, tours).
  • Know whether customers will book online or only staff will schedule by phone.

​
Open Services & schedule

1

Open Settings

From the Dashboard, click Settings in the left sidebar.
2

Choose Services & schedule

In the Settings list, click Services & schedule.Direct link: Settings > Services & schedule.
Expected result: The page title is Services & schedule. You see Services & event types at the top.
Services and schedule settings showing service cards such as New Car Intake, Dealer Service, Vehicle Drop Off, and Vehicle Pick Up
Each card is one kind of work your team can schedule. Click Set up on a card to change that service.

​
Set up Services & schedule in the best order

1

Create your core services

In Services & event types, add the appointments your team books every week.Click Add a service, or click Set up on an existing card.Use clear names such as Vehicle Drop Off, Detail Appointment, or New Car Intake.Why this matters: Staff cannot schedule work until at least one service exists. Customer booking also depends on types you mark as customer-facing.Follow Configure event types for full steps.
2

Add service plans (if you sell recurring care)

Scroll to Service plans and click Add a service plan.Create bundles such as monthly wash or quarterly inspection tiers.Why this matters: Plans tie recurring work to vehicles so the calendar can create future appointments automatically.Follow Set up vehicle service plans.
3

Adjust Create event screen layout

Scroll to Create event screen layout.Choose how many columns appear on Desktop when staff open Create event. Most facilities use 2 columns on a computer so buttons stay easy to tap.Changes save automatically — there is no Save button on this section.Expected result: Each teammate can pick their own layout.For a full walkthrough, read Customize Create event screen layout.
4

Subscribe to your schedule

Scroll to Subscribe to your schedule.Click Copy subscribe URL to paste into Google Calendar or Outlook, or Open in calendar app on a Mac or iPhone.Why this matters: Each staff member gets their own read-only feed. The calendar refreshes on its own — your team does not need to export PDFs every week.Follow Subscribe to the team calendar.
Services and schedule settings showing Add a service plan and Create event screen layout with desktop column choices
Service plans and Create event screen layout sit below the service cards. Add a plan only after the services it includes already exist.

​
What each section on this page does

Services & event types — The master list of schedulable work. Search the list, drag a card to reorder, or click Set up to edit one service.Service plans — Recurring care packages (storage tiers, maintenance bundles) linked to vehicles.Create event screen layout — Column layout for the staff Create Event picker. Each teammate can set their own.Subscribe to your schedule — Personal calendar feed links for staff.
Per-service settings live inside each cardHours, customer booking rules, photos, and reminders for one service are edited by clicking Set up on that card. The page-level sections here are shared tools — not a replacement for per-service setup.Read Configure scheduling and booking options when you turn on customer self-booking.

​
Test before customers book online

1

Create a test appointment on Schedule

Open Schedule and book a test event using a new service.Expected result: The event appears at the correct time in your facility time zone.
2

Run through customer booking (if enabled)

If customers can self-book, open your booking widget or portal and try one test reservation.Follow Test an event setup.
3

Assign a service plan on one test car (if you use plans)

Open a vehicle on Cars, scroll to Service Plans, and assign the plan you created.Expected result: The car record shows the plan name and start date. See Assign service plans on a vehicle.

​
Common mistakes to avoid

  • Do not turn on customer self-booking before hours and closed days are set on General.
  • Do not create service plans before the underlying services exist — plans need real services to schedule.
  • Do not skip the facility time zone in General settings. Schedule always uses that clock.
  • Do not edit only the page-level layout when one service needs different rules — open that card with Set up.

​
Troubleshooting

I do not see Services & schedule in SettingsYour account may not have permission to edit schedule settings. Ask a team admin to review your access in Settings > Team.
Customers cannot book a service onlineOpen that service with Set up and confirm customer booking is turned on, hours are set, and the day is not a facility closed day. See Configure scheduling and booking options.
Appointments show the wrong timeFix the facility time zone first in Set up general facility settings. Schedule always uses that time zone.
Service plans do not create future appointmentsConfirm the plan is Active, linked services exist, and the vehicle has the plan assigned on its car record. See Set up vehicle service plans.
I still see Events & schedule in an old bookmarkThe page was renamed to Services & schedule. The same link still works: Settings > Services & schedule.

​
What to do next