Service Details

What Can You Edit?

From the booking page, you can modify:

Field	Description
Title	The name patients see
Description	Details about the service
Duration	Appointment length in minutes

Who Can Edit Services?

Service editing follows ownership rules:

Service Type	Who Can Edit
Office-owned services	Office administrators
Practitioner-owned services	Only the owning practitioner

Editing a Service

Step-by-Step

Log in to OutSmart with appropriate permissions
Visit your booking page in edit mode
Find the service in the sidebar
Click the pencil icon (edit button) on the service card
A modal window opens with editable fields:
- Title - Service name
- Duration - Time in minutes
- Description - Rich text description
Make your changes
Click Save

Title Guidelines

Best Practices

Do:

Use clear, patient-friendly language
Be specific about what the service includes
Keep titles concise (2-5 words)

Don’t:

Use internal jargon or codes
Make titles too long
Use ALL CAPS

Examples

Poor Title	Better Title
”IA-60"	"Initial Assessment"
"FU"	"Follow-up Visit"
"COMPREHENSIVE NEW PATIENT EVALUATION AND ASSESSMENT"	"New Patient Evaluation”

Title Change Warning

When you change a service title:

A warning appears about historical bookings
Past appointments will show the new title
You must confirm the change with a checkbox

Title changes affect historical records. Patients viewing old appointments will see the new title.

Duration Settings

Setting Duration

Enter duration in minutes
Minimum: 5 minutes
Maximum: 480 minutes (8 hours)

Duration Display

Duration appears on service cards with a clock icon:

Initial Assessment  ⏱ 60 min

Impact of Duration Changes

Changing duration affects:

Available time slots for new bookings
The length of the booking block
How appointments appear on the calendar

Description Editor

Rich Text Formatting

The description editor supports basic formatting:

Button	Effect
B	Bold text
I	Italic text

Description Best Practices

Include:

What the appointment covers
What patients should expect
Any preparation needed
What to bring

Keep it:

Concise (2-4 sentences)
Patient-focused
Free of medical jargon

Example Descriptions

Good:

A comprehensive first visit where we’ll discuss your health history, current concerns, and create a personalized care plan. Please bring any relevant medical records.

Too vague:

Initial appointment.

Too technical:

Complete H&P with differential diagnosis workup and treatment protocol establishment.

Pasting Content

When pasting text into the description:

Rich formatting is automatically stripped
Only plain text is preserved
This prevents formatting issues
You can then apply bold/italic as needed

No Availability Message

When a patient picks a service and there are no bookable slots in the next 3 months, the calendar in the right column shows an empty-state message instead of available times. The No Availability Message field on the service editor lets you override the default empty-state copy with text written specifically for this service.

This is useful when the default “no availability” copy doesn’t fit the service — for example, when a service is on a long waitlist and you’d rather direct patients to a waitlist sign-up, or when a service is paused for the season and you want patients to know when it resumes.

Setting the message

Open the service editor — click the pencil icon on the service card. (See Editing a Service above for the full editor flow.)
Find the No Availability Message field.
Type the message you want patients to see when there are no bookable slots. Up to 500 characters; a character counter shows you how much room is left.
Click Save.

If you leave the field blank, the calendar uses the default no-availability copy. If you write a message, that custom message shows instead — only for this service, and only when the calendar has no slots to offer.

Edit Service vs Override Service

The same No Availability Message field appears in two slightly different modals:

Edit Service modal — when you can edit the underlying service properties (you own the service, or you’re an office admin editing an office-owned service). Changes apply across all booking pages the service appears on.
Override Service modal — when you can’t edit the service itself but can override its display for your booking page (a practitioner customizing how an office service appears on their own practitioner-priority page). The message override applies only to your booking page; the underlying service stays unchanged for other pages.

Save Behavior

What Happens on Save

Your changes are validated
The service is updated in the database
The service card updates immediately
No page refresh required

If Save Fails

An error message appears
Your changes are not lost
Try again or refresh the page

Editing Permissions by Mode

Office Priority Mode

Service Ownership	Can Edit?
Office-owned service	Yes (as office admin)
Practitioner-owned service	No (only owner can edit)

Practitioner Priority Mode

Service Ownership	Can Edit?
Your own service	Yes
Services from other sources	No

When You Can’t See the Edit Button

The pencil icon only appears when:

You’re logged in with edit permissions
You have ownership/permission for that specific service
You’re in the correct booking mode for your role

If you don’t see the edit button:

Verify your login and permissions
Check if another user owns the service
Contact your office administrator

Troubleshooting

Changes Not Saving

Ensure you clicked the Save button
Check your internet connection
Refresh the page and try again

Title Warning Won’t Dismiss

You must check the confirmation checkbox
This is required before saving title changes

Description Formatting Lost

Rich formatting from other sources is stripped
Use the B and I buttons to add formatting
This is by design to ensure consistent display

Can’t Find a Service

Check if the service is enabled
Look in the “Other Services” category
Verify the service exists in OutSmart

Next Steps

Service Properties - Set visit and patient types
Service Pricing - Configure price display