Set Order of Services in Bookings

Copper Contributor

Hello 

How can we set the order of the services on the "select service" page?

The items appears to be randomly assigned into the 2 columns.

Ideally we would like to set the sort order manually, if not then alpha sort would help our customers find a service in the list.

Is there a way to set the sort order? 

Thanks!

 

15 Replies

@Kathy Durfee 

You can do that by going to the Booking dashboard> Service> Now you can click and drag services in order you want the the booking page. 

 

Hope that helps. 

Sorry, but there is no dragging option as you described. The only "clickable" options are edit, copy, and delete. (The fields do not move.)

@Wade_Hyde If you disable the new Bookings layout you can move the services as described above.

@KarenAS1100 thanks for that clarification!  I came looking for the same solution, and it worked like a charm!  The "new version" of bookings should add this reordering functionality.

Thank you, @KarenAS1100. That worked like a charm!

 

(I'm a bit curious why the "new" version would not allow this option.)

@Kathy Durfee   I already knew that the old version allowed rearranging. I'm adding to this thread to encourage Microsoft to add this option to the new Bookings. Also, to beg for the ability to batch delete customers!!

It looks like you can no longer click and drag on this screen. Can anyone confirm that it's still working? Or is there another way to move services around now? Thank you!

@ICESAHT When you go into Bookings click on "Services" on left side, then you will see your established bookings.  This is where you can click and drag to order them. 

 

It is not readily identifiable with the : : symbol MS typically uses, but it does allow you to drag them to the order you want them displayed on the form when someone tries to book.

Wow... that works but the UI is not intuitive.

@Kathy Durfee I have set the order of Services in Bookings on the Service Page. I would like those services to show up on the Calendar Page in the same order, which for me is numerical. However, no mater how I try, the services show up on the Calendar in random order. Is there a way to sort services on the calendar?

Hi Russ, can you please elaborate? I cannot figure out how to drag my services to rearrange the order of how they appear on my booking page. I'd be so grateful for help! Thank you. Kathy

@Kathy_Masso I was not able to follow the directions, either.  I'm using Chrome and am guessing that the format changed in the past year, or that capability is available through some other method besides a browser.  For me, I deleted my meeting types and re-created them in the order that I want them to appear.

@HaroldGuthrie Thank you for your reply. I wonder, do you know if already scheduled appointments would be lost if I deleted services to recreate in the desired order?

@Kathy_Masso Sorry, but I'm just a beginning user. I would assume not, because those appointments are on your calendar. Note that I had an appointment on my calendar for last Friday that was still there after I deleted and re-setup that meeting type.

Excellent, thanks again! Really appreciate the help!