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Creating & Managing Services

Set up and manage your services for seamless bookings and sales.

ℹ️ Services forms part of Appointments, one of five Selling Modes designed to tailor your point of sale setup to the way your business works. Click here for more on Selling Modes and how they're connected to the Yoco Plans.

Whether you're offering manicures, massages or consultations, Services helps you manage everything in one place. Set up time-based services in the Yoco App (mobile or web), track which ones perform best, and deliver a smoother, more professional customer experience. Plus, if you're using Appointments mode, you can pull your services directly into your booking schedule, or add them directly to a sale.

🕙 Running a busy salon? Or a business that charges for skills or expertise? Yoco Services helps you stay organised and in control.


Adding a service


  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Services tile/widget.

  4. Select the New service button.

  5. Enter the following service details:

    • Service name e.g. Spa Pedicure or Garden Clean-up

    • Price

    • Duration e.g. 90 minutes

    • Description

  6. Select the Service thumbnail tile if you want to add image to your new service.

  7. When the product thumbnail screen opens up, choose a background colour, text, icon, or image for your service.

  8. Select the Done button.

  9. Select the VAT tile to adjust your VAT settings if necessary.

  10. Select the Save button.

  11. Your new service will now appear on your screen along with any other services you create.


Adding a category


✨ Grouping your services into categories makes your point of sale organised and easy to navigate.

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Services tile/widget.

  4. Select the Categories tile above your list of services.

  5. Select the New category button.

  6. Enter the following category details:

    • Category name e.g. Foot Treatments or Garden Services

    • Description (optional)

  7. Select the Category thumbnail tile if you want to add an image or icon to your new category.

  8. When the category thumbnail screen opens up, choose a background colour, text, icon, or image for your service.

  9. Select the Done button.

  10. Select the Save button.

  11. Your new category will now appear on your screen along with any other categories you create.


Adding services to a category


  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Services tile/widget.

  4. Select the service you want to link to a category from your list of services.

  5. Select the pencil icon in the top right corner of the screen that opens up.

  6. Select the Category tile.

  7. Select the Category you want to assign your service to, then select the Confirm button.

  8. The category you've selected will now be visible in the Category tile.

  9. Select the Save button.

  10. Your service is now linked to the category and will be located within this category on your point of sale solution.


Editing services


  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Services tile/widget.

  4. Select the service you want to edit from your list of services.

  5. Select the pencil icon in the top right corner of the screen that opens up.

  6. You can now make changes to any of the following:

    • Service name

    • Price

    • Duration

    • Description

    • Service thumbnail

    • Which category the service is linked to

    • Tax – VAT or no VAT

    💡 Good to know: You can also select the Delete service tile on this screen to delete the service from your list.

  7. Once you've made your changes, select the Save button.


Need more help?

Start a conversation with a Yoco Support consultant via our in-app chat.

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