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Treatments ​

The Treatments page manages your organisation's service catalogue — the consultations, sessions, and procedures clients can book with a resource. It shows a single flat list of treatments for the organisation you currently have selected.

Open it from Configurations > Treatments. The menu entry appears when the Treatments module is switched on for the organisation and the organisation has at least one standard resource (or no resources at all yet). Viewing needs View access to Configuration & settings; adding, importing and editing need Manage access. Without it the page and the editor are read-only.

Overview ​

The list shows one row per treatment with a small picture, the Name, an Online checkbox (read-only here), the Duration in minutes, and Tags shown as chips. The picture is the first picture saved on the treatment — the same one the booking site uses on the treatment card (see Add images and promotional video). The Appointment types column only appears when you can actually offer video appointments (the Video module switched on with complete video credentials), or when at least one treatment already has a video appointment type; otherwise every treatment would read "Physical" and the column is hidden. When the Payments module is enabled for the organisation, an extra Price column appears (VAT rate is set in the editor but is not shown as a list column). Click the eye icon at the end of a row — or double-click the row — to open the treatment. On narrow screens, a wide table scrolls sideways instead of overflowing the page.

Adding a treatment ​

Click Add treatment (the plus button, hidden for read-only users) to open the treatment editor in fullscreen. The editor has two tabs, Treatment and Fields. On the Treatment tab you set the online/offline status, the Name (required, up to 50 characters), an optional Slug, the appointment-type scope, the Duration, the multi-language texts, images and tags. Name and Duration are required before the treatment can be saved. A new treatment starts Treatment offline, with a duration of 30 minutes and the appointment type Physical. For a guided walk-through, see Create a treatment; every control is listed in Treatment details.

Online / offline status ​

Each treatment has a published status, shown as the Online column in the list and controlled by the status switch at the top of the editor. Online means the treatment is published and bookable; Offline means it is hidden. Only online treatments can be booked.

A treatment appears on the booking site only when all of these hold: the treatment is online, it is ticked on the Treatments tab of at least one online resource, and a booking template in Session picker mode includes that resource. It offers times only where that resource's availability rules produce free times. When you save a treatment, its status is copied to every resource link, so taking it offline removes it from every resource's booking page at once.

Appointment types ​

The Appointment types column shows the scope of each treatment: Physical, Video, or Physical & video. You set this with the Physical / Video / Both toggle in the editor. The toggle is hidden for group organisations, and also hidden unless the Video module is enabled with its credentials fully configured — unless the treatment already has a video appointment type, in which case it stays visible and editable. How to set up and run video appointments end to end is described in Run video appointments.

Duration ​

Set the Duration in minutes (minimum 1). The duration determines the size of the time block reserved in the scheduler when an appointment is created for this treatment, and the length of the times the booking site offers. Changing the duration of an existing treatment also updates the duration on any resources already linked to it. Appointments that are already booked keep their times; the new duration applies to the times offered from then on.

Pricing and VAT (Payments module) ​

Price and VAT only apply when the Payments module is enabled for the organisation. When Payments is on, the editor shows a Price field and a VAT rate selector, and the list gains a matching Price column (VAT rate does not appear in the list, only in the editor). The available VAT rates come from the organisation's configured rates. On organisations without the Payments module there is no price or VAT at all, and the booking site shows no treatment prices.

The Price is what the client pays for one booking of the treatment; an empty price is saved as 0, and a price of 0 makes the booking free. The booking site shows the price only where the resource's Show price box is ticked for this treatment.

The VAT on a treatment booking is not taken from the treatment's VAT rate. The order line uses the VAT rate of the resource the client books (its Attributes table, see Resource details); a resource without a VAT rate charges 0 % VAT. Set the VAT rate on every resource that offers paid treatments.

Descriptions, images and tags ​

You can add optional free-text labels of up to 50 characters: a Duration description and, when Payments is on, a Price description. They are saved with the treatment but are currently not shown on the booking site; put anything the client must read into the Texts instead.

The multi-language Texts editor holds a Heading (up to 50 characters), a Sub heading (up to 150) and a Description (up to 500) in each of the organisation's configured languages. The booking site's treatment card shows the Heading — or the treatment Name when no heading is filled in — and the Description.

Each treatment can carry a Profile image (square) and a Pan image (wide banner). The booking site shows the first saved picture on the treatment card and as the small round picture above the treatment's free times; placement, cropping and limits are described in Add images and promotional video. Free-form Tags are used for grouping and searching and appear as chips in the list.

Custom fields ​

The Fields tab lists the client field definitions available to your organisation (those of the group, for a member organisation) as a table. Tick Use field to include a field, and drag rows by their handle to set the order. The table also shows, for each field, whether it is Required and Self managed, its Scope (a location pin icon for physical, a video icon for video, or both), and its Type — these are read-only here.

Temporary limitation. In the current version the selection on a treatment's Fields tab is not stored on the server, and the booking site does not read it: when a client books a treatment, the checkout asks only for the fields selected on the booking template. To collect information for treatment bookings, select the fields on the booking template's Fields tab instead (see Configure checkout fields).

Searching and exporting ​

Use the search field (placeholder Find treatment) to filter the list by name or tag; the search splits on spaces and matches every word. Tick the checkboxes on one or more rows, then click the Export to Excel button to export the selected treatments to a spreadsheet. The button is enabled only when at least one row is selected. On mobile, the Excel, Import and Add actions are grouped into a speed-dial.

Import from another organisation ​

If you manage more than one organisation, the Import from another organisation button (the import icon, or the speed-dial action on mobile) copies an entire treatment catalogue from another organisation into the current one. In the dialog, pick a source organisation from the list and click Import items (the check mark). Every treatment of that organisation that is not marked for deletion — online and offline, each keeping its status — is copied together with all of its multi-language texts into the current organisation, each as a new entry with its own identity. It is a bulk copy of the whole catalogue, not a per-item picker, and it does not check for treatments you already have: importing twice creates duplicates. Only non-group organisations other than the current one are offered as sources.

The copies are not linked to any resource; tick them on your resources' Treatments tab to make them bookable. The copies use the same picture files as the originals: replacing or removing a picture on a copy or on its original deletes the shared file, and the other treatment then shows no picture until you add one again.

Editing and deleting ​

Click a row's eye icon to open the treatment in the editor. After making changes, save to mark the treatment for sync; status, duration and scope changes also cascade to the resources linked to it. To remove an existing treatment, click Mark for deletion (the trash icon) in the editor's toolbar. The icon turns into a filled, warning-coloured trash can at once — there is no confirmation question — and a banner reads "Marked for deletion — this item will be deleted when you save. Close or press Esc to cancel the deletion." The tabs lock until you save or unmark it; clicking the icon again removes the mark. Saving soft-deletes the treatment rather than erasing it, and its resource links are marked deleted with it, so it disappears from every booking page. Appointments already booked for it are not changed. The delete icon is not available while creating a new treatment. Before you change or retire a treatment, check where it is used: the treatment list and editor do not show which resources offer it, so open the Treatments tab of each resource and aggregator under Configurations > Resources.