Services tab
The Services tab is your central catalog. Each row in the list shows the service name, duration, price, icons of assigned staff members, and a three-dot action menu for editing, duplicating, deleting, or sharing the service.


Creating a service
Open the Services tab
Fill in the service details
Assign a category
Staff tab
The Staff tab manages the team members who provide services. It shows each staff member’s name, email, phone number, access level (account user or admin), an edit button, and a share button for their personal calendar link.

Adding a new staff member
Click New Staff to add a team member. Fill in the following fields:| Field | Notes |
|---|---|
| Profile picture | Shown on booking pages so clients can identify their provider |
| First and last name | Displayed internally and on the booking interface |
| Must be unique; used for login and notifications | |
| Phone number | Optional; used for verification codes |
| Timezone | The staff member’s working timezone |
| Custom URL | A unique booking link for this staff member |
| Default availability | Baseline schedule for the staff member |

Managing an existing staff member
Click the pencil icon on a staff row to open the editing module.



Set the availability

Resources tab
Resources are the physical assets required to deliver a service: rooms, chairs, stations, equipment, or any other item that can only be used by one (or a limited number of) appointments at a time. When a service that requires a resource is booked, the resource is automatically reserved, preventing overbooking.
| Column | Description |
|---|---|
| Name | Identifier (e.g., “Conference Room A”) |
| Total capacity | How many simultaneous appointments the resource supports |
| Services associated | All services that require this resource |
| Locations associated | Which branch locations have this resource |
| Status | Active or inactive |
| Quick actions | Three-dot menu: edit, activate/deactivate, duplicate, delete |

Creating a resource
Enter a name
Set the location
Define the capacity
Managing resources
Use the three-dot menu on any resource row to:- Edit — Open the same form used during creation.
- Deactivate / Activate — Mark a resource unavailable (e.g., a room under maintenance) without deleting it.
- Duplicate — Quickly create a copy of an existing resource configuration.
- Delete — Permanently remove the resource.
Add-ons tab
Add-ons are supplementary services or products that clients can select alongside a primary service at booking time — for example, a deep conditioning treatment added to a haircut, or a video recording package added to a photo session.

Creating an add-on
Add-on image
Add-on image
Name
Name
Price
Price
Duration
Duration
Maximum quantity
Maximum quantity
Multiple price with quantity
Multiple price with quantity
Description
Description
Hide from booking page
Hide from booking page
Managing service appointments
Service appointments appear in the main Calendars view alongside all other appointment types. Filter to see only service bookings by selecting Services from the view dropdown at the top of the calendar.

Viewing appointment details
Click any appointment to open the details panel on the right side. This panel shows:- Appointment time (day, date, timezone)
- Contact information (clicking the contact name opens their contact card)
- Location (shows “Default” for single-location businesses)
- Booked by (contact, staff, automation, etc.)
- Source (where the booking came from)
- Service details: service name, duration, assigned staff, resources, and add-ons


Editing an appointment
Click Edit in the appointment detail panel to open the edit module. From here you can:- Add or remove services and add-ons
- Change the assigned staff member
- Modify the service variant
- Update the location
- Change the appointment title, date, and time
- Adjust the timezone
- Update coupon codes

Rescheduling an appointment
Click Reschedule in the appointment detail panel to pick a new day and time for the booking.

Duplicating an appointment
Click Duplicate to open a booking form pre-filled with the current appointment’s details. Modify the contact, services, add-ons, staff, or timing as needed, then click Book Appointment.
Creating a new appointment manually
Select a contact
Add add-ons if needed
Global settings
The Global Settings tab controls configurations that apply across all your services. It is divided into six sections.
In-app settings
Control your preferences for working inside HoopAI:
| Setting | Description |
|---|---|
| View options | Set which day of the week starts your calendar |
| Enable multiple locations | Add and manage multiple service locations |
| Enable resources | Show or hide the Resources tab |
| Enable add-ons | Show or hide the Add-Ons tab |
Booking page
Customize the client-facing booking experience:


- Company name and logo — Displayed at the top of the booking page
- Account slug — Unique identifier used as the base for all your service URLs
- Booking page order — Define whether clients choose a service or location first
- Booking page layout — Card view, list view, or client-selectable
- Filter and sort placement — Top or left of the booking page
- Theme — Light, dark, or custom (with custom colors)
- Language — Displayed language for the booking page
- Time format — 12-hour or 24-hour
- Service selection button label — Customize the text on the service select button
- Final booking button label — Customize the text on the booking confirmation button
- Insert custom code — Add custom CSS to further style the booking page

| Setting | Description |
|---|---|
| Staff selection | Let clients choose their preferred staff member |
| Any available | Allow random staff assignment when no preference is made |
| Auto-assign staff based on | Define the rule for automatic staff assignment |
| Multiple service | Allow clients to book two or more services in a single booking |

| Setting | Description |
|---|---|
| Select form | Choose a custom form to capture client data at booking |
| Sticky contacts | Pre-populate form fields using browser cookies for returning visitors |
| Consent checkbox | Require clients to consent to being contacted before confirming |

Payment settings
Configure how clients pay for services.
| Setting | Description |
|---|---|
| Payment mode | Toggle between test mode (for setup) and live mode (real payments) |
| Currency | Set the currency displayed to clients during checkout |
| Manage payment providers | Switch or update your connected payment gateway |
| Booking payment options | Control what payment methods appear during checkout |
| Hide payment amount | Hides the total when the client selects “Pay in person” or “Card on file” |
Service settings
Define global rules that apply to all services.
| Setting | Description |
|---|---|
| Service interval | Frequency of available booking slots (e.g., every 30 minutes) |
| Minimum scheduling notice | Minimum time required before a booking can be made |
| Date range | How far in advance clients can book |
| Reschedule and cancellation links | How long before the appointment these links remain active |
| Auto-confirm new appointments | Automatically confirm new bookings, or leave them unconfirmed for manual review |
Additional settings

| Setting | Description |
|---|---|
| Contact assignment | Automatically assign the contact to the staff member who has the appointment |
| Facebook Pixel ID | Track booking page interactions with your Meta Pixel |
| Fixed timezone | Show all appointments in the business timezone only, regardless of client location |
Notifications
Configure which actions trigger notifications and how they are delivered.

| Setting | Description |
|---|---|
| Google/Outlook attendee permissions | Allow third-party calendars to modify attendees and send invitations |
| Appointment notes | Customize the information included in calendar event notes |
Google Organic Booking with Services V2
Google Organic Booking lets clients find and book your services directly from Google Search and Google Maps, without leaving the Google interface. Services V2 powers the service list that gets submitted to Google. Requirements:- An active and verified Google Business Profile connected to HoopAI Integrations
- At least one Service calendar
Enable Services V2
Select your feeds
Frequently asked questions
What is the difference between Services V2 and the original service configuration?
What is the difference between Services V2 and the original service configuration?
Can a service appear on more than one calendar?
Can a service appear on more than one calendar?
Why don't I see the Resources or Add-Ons tabs?
Why don't I see the Resources or Add-Ons tabs?
How do resources prevent double booking?
How do resources prevent double booking?
Can add-ons extend the total appointment duration?
Can add-ons extend the total appointment duration?
Can I allow clients to book multiple services in one appointment?
Can I allow clients to book multiple services in one appointment?
What happens to existing bookings if I disable a service?
What happens to existing bookings if I disable a service?
How long does it take for Services V2 to show up on Google after enabling Google Organic Booking?
How long does it take for Services V2 to show up on Google after enabling Google Organic Booking?
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