Whether you’re running a salon, a barber shop, or any business that charges for your time and expertise, Services helps you keep it sorted.
Set up your services, with variants for different options and price points, in the Yoco App (mobile or web), and sell straight from your Counter, the Yoco POS App on your tablet, and all your Khumo devices, with everything you need to track performance and work out commission at month end.
Plus, if you're using Appointments mode, you can pull your services straight into your booking schedule, or add them to a sale as you go.
Appointments mode is one of three Selling Modes designed to tailor your point of sale setup to the way your business works. Learn about Selling Modes and how they're connected to the Yoco Plans.
Adding a service
Services can be added to Bookings as well as directly to sales for walk-in customers. Find out more.
Select the Manage tab.
Select the Services tile.
Select the New service button.
Enter the following service details:
Service name e.g. Spa Manicure or Garden Clean-up
Price
Duration e.g. 90 minutes
Description
Select the Service thumbnail tile if you want to add image to your new service.
When the product thumbnail screen opens up, choose a background colour, text, icon, or image for your service.
Select the Done button.
Select the Category tile to assign your new service to a specific category. Learn how to create categories for your services.
Select the Tax tile to adjust your VAT settings if necessary.
Select the Variants tile if you want to add variants to your service. Variants let you offer different options under one service – like a 30, 60, or 90-minute massage, or a haircut with or without a blow-dry.
💡 Good to know: You don’t have to add variants now – come back and add them any time by editing the service.
Select the Add an attribute button.
Enter a name for the attribute, e.g. time, and add the options – 30 minutes, 60 minutes, 90 minutes, etc.
Select the Done button.
The attribute you created now shows on the Edit variant screen. Select Add an attribute to add another one. Under Manage variants, select a variant to add its price. If the attribute isn’t time-based, you can also set its duration here.
Once you've entered the price and duration, select Done.
Select Done on the Edit variant screen, then select Save. Your new service will now appear on your screen along with any other services you've created.
💡 Good to know: When a service has variants, your staff will be prompted to choose a variant at point of sale. This keeps your transaction data accurate for commission tracking.
Creating a category
Grouping your services into categories makes your point of sale organised and easy to navigate. Here's how to create them.
Select the Manage tab.
Select the Services tile.
Select the Categories tile above your list of services.
Select the New category button.
Enter the following category details:
Category name e.g. Nail Treatments or Garden Services
Description (optional)
Select the Category thumbnail tile if you want to add an image or icon to your new category.
When the category thumbnail screen opens up, choose a background colour, text, icon, or image for your service.
Select the Done button.
If you’re on the Pro Plan with Multi-location Management set up, select the Locations tile.
Choose which locations the category should be available at. You also have the option to switch on Available at all future locations.
Select the Confirm button.
Select the Save button.
Your new category will now appear on your screen along with any other categories you create.
Adding services to a category
Select the Manage tab.
Select the Services tile.
Select the service you want to link to a category from your list of services.
Select the Edit button in the top right corner of the screen that opens up.
Select the Category tile.
Select the Category you want to assign your service to, then select the Confirm button.
The category you've selected will now be visible in the Category tile.
Select the Save button.
Your service is now linked to the category and will be located within this category on your point of sale solution.
Editing services
Select the Manage tab.
Select the Services tile.
Select the service you want to edit from your list of services.
Select the pencil icon in the top right corner of the screen that opens up.
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
Variants
💡 Good to know: You can also select the Delete service tile on this screen to delete the service from your list.
Once you've made your changes, select the Save button.
Bulk importing and exporting services
Bulk import lets you upload all your services from a spreadsheet at once, so you're set up and ready to go – without having to add them one by one.
Importing services
Select the Manage tab.
Select the Services tile.
Select the Import services button in the top right corner.
Select the Download CSV template button.
Open the template in Excel or Google Sheets – it includes sample services showing you what to fill in and where. Then add your own services, including the name, price, duration, and description for each one.
Save the updated file on your device as a CSV (.csv) or Excel file before uploading it.
Return to the Import services screen and select Upload file.
Once you've uploaded the completed CSV, select the Upload file button.
If any services show an error during import, check that your spreadsheet columns match the template headings exactly and that no required fields are left blank.
Need help completing the services template?
Need help completing the services template?
Let’s explore what the headings for each column mean, and what you need to do for each one.
Service ID | Enter the unique code you’ve allocated to each service so that you can identify it in your system. The Service ID also ensures that if you import the same product again, it updates the column, instead of creating a duplicate. |
Service name | Enter a name for each service – this is what customers will see on their receipts. |
Description | Add a description to each service so all its variants (e.g. time) stay grouped together. |
Category | Add the name of the category (e.g. hand treatments, massage, etc.) the service is assigned to. |
Default price | Enter the price the customer will pay for the standard option of the service. |
VAT enabled | Leave the column blank if this product follows your business's default VAT setting (set in Settings → Business details). Enter 'no' only if this specific product excludes VAT, but your business default is set to 15% VAT. For example, a zero-rated service sold alongside standard-rated products. |
Default duration | Enter the standard duration for this service. |
Variant price | Enter the price for the specific variant of the service, e.g. a standard manicure may cost R300, but a spa pedicure costs R400 |
Variant duration | Enter the duration for this variant of the service. |
Variant enabled | Enter ‘yes’ in this column if the product comes in different sizes, colours, models etc. If it doesn't, leave this column blank. |
Attribute 1 | Enter the name of the first attribute, e.g. time. You can add up to three attributes per product. |
Value 1 | Enter the first variant, e.g. if your attribute is time, the value will be 30, 60, or 90 minutes. |
Image URL | If you want to add an image to each of your products and variants (if applicable), enter the URL for the image in this column. Enter 'none' if you want to clear an existing product image. |
Formatting guidelines
Formatting guidelines
The column titles (e.g. Product, Price, SKU) must appear in the first row – DO NOT delete or move this row.
Adding a service with variants?
Make sure that you add each variant to a separate row.
Keep your attribute names consistent across rows – only the values should change (e.g. 'Time' stays 'Time', but the value changes from 30 to 60 to 90 minutes).
All variants of the same service must have the same Service Name.
Check that you haven’t duplicated any rows – each product/variant should only appear once.
Check that you’ve completed the product name and price columns. All other columns are optional, and will apply depending on how your business is structured.
Use points (.) for decimals, e.g. 49.99.
Don’t delete any of the columns – if you don’t need them, leave them empty.
Top tips
Keep your file under 32 MB.
Use the .xlsx format – .xls isn't supported.
Both comma- and semicolon-separated work can be used in CSV files.
Include a maximum of three variant attributes.
Exporting services
Your existing service catalogue can be exported for editing, then re-imported to update your menu in bulk.
Selling services on your Khumo
Your full service catalogue is available right on your Khumo device. The Services tab sits alongside Amount and Products on the sell screen, so you can select and charge for services without switching to another device.
💡 Good to know: Services on Khumo is available on all Yoco Plans. If you haven't set up your service catalogue yet, you'll see an empty screen on your Khumo. Add your services in the Yoco App first (or bulk import them), and they'll appear on your device automatically.
Tap the New sale button on your Khumo.
Select the Services tab near the top of the screen.
Find the service you want – browse your catalogue, or use the search bar or category filters.
Tap the service to add it to the sale.
If the service has variants, a selection screen will appear automatically. Select the variant you want and tap Add to order.
Keep adding items, or take payment as normal.
Assigning staff to a service on your Khumo
Allow staff to assign themselves at the point of sale so commission is tracked correctly.
💡 Good to know: Staff assignment on Khumo is a Plus Plan feature.
❗ Important: If no staff member is assigned during a transaction, the sale is recorded under the name of the staff member who is completing the sale, by default. Make sure staff assign themselves at point of sale for accurate commission tracking.
Add a service(s) to the transaction from the Services tab on your Khumo.
Tap View order to open the order summary.
Tap the ⋮ menu next to the service line item.
Select Assign staff member.
A Select a staff member panel appears with your staff list. Select the staff member who performed the service.
Viewing your services report
See which services are bringing in the most business, and who's selling them.
Need help calculating staff commission? The Staff report lets you track sales by staff member, including payment type and products/services sold.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.