⚒️Managing Service Types

Managing service types using the Service tool

Admin Tools -> Service.

Managing service types requires the Service Admin role.

The Service Types tab on the Service Category Details page allows you to manage the service types in the category.

Creating a New Service Type

To create a new service type, follow these steps:

• Click the New Service Type button to open the New Service Type dialog.

• Enter a name for the service type. The name must be unique within the category.

• Enter the estimated work (in minutes) for this service type. This value determines appointment duration and helps in estimating expected wait times.

Configuring Service Types

Configure service types using the Service Type Details page:

• Estimated work (in minutes): This value determines appointment duration and helps estimate expected wait times.

• Expected no-show rate (percentage): Use past statistics to estimate the no-show rate for this service type. The no-show rate indicates the percentage of customers who do not attend their scheduled appointments. When a service is configured to compensate for no-shows (see service settings), Cubu will allow overbooking appointments to compensate for the expected no-shows, thus increasing agents' time utilization.

• Color: Color-code service types for easy identification on the calendar.

• Supported communication channels: Choose one or more supported channels for this service type. You can choose any of the following options:

  • Face to face

  • Video meeting

  • Phone call

• Disable self-booking and queuing using the portal: Check this box to hide the service type from Portals.

Archiving and Restoring a Service Type

If you no longer need a service type, you can archive it.

To archive a service type, click on the context menu button [⋮] next to the service type name and choose the Archive Service Type option.

To restore an archived service type, go to the Service Type List page, click on the context menu button, and choose Restore Service Types.