Your services are the sessions you offer, such as an Initial assessment or Couple therapy. Each service sets the length, price, note format, delivery and booking rules for an appointment. You add and manage your services from Settings, and they then appear when you book appointments, when clients book online, and on invoices.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
When to use this
- You’re setting up mePro and want to add the sessions you offer.
- You want to change a service’s price, length or booking rules.
- A service you need isn’t in the list when you book an appointment or create an invoice.
Add a service
1. In the left sidebar, click Settings.
Settings is at the bottom of the sidebar, below Billings. It opens on My Account, with the Settings menu on the left.
2. In the Settings menu, click Services, then click + Add at the top right.
The Services page lists your current services. Clicking + Add opens the New service window.
3. Enter the Service name, Duration (minutes) and Gap after session.
Service name is what you and your clients will see, for example Couple Therapy.
Duration (minutes) is how long the session lasts, for example 60.
Gap after session is the break, in minutes, kept free after each session before the next one can be booked, for example 20. It shows on the service card as +20 min gap.
4. Choose the Clinical note format.
This is the format AI uses to write the clinical note for sessions with this service. SOAP Note is selected by default. Under Built-in formats, you can also choose BIRP Note, DAP Note, Psychiatry Note / Assessment, Intake Report for Psychotherapy or Brief Psychology Session Note.
5. Choose the Currency and enter the Amount.
For example, CAD and 120. This is the price clients see when they book, and it fills in on invoices.
6. Optional: add Tags.
Type a tag in Add a tag, for example CBT, then click +. Repeat for each tag. To remove a tag, click the x next to it. Tags appear on the service card.
7. Choose the Service type. This field is required.
Choose One-on-one session, Couple session or Group / Family session.
8. Choose the Number of participants.
Choose 1 participant, 2 participants (couples), Up to 3 participants or Up to 4 participants. For example, choosing 2 participants shows Booked with 2 clients — the service type is set to Couple session.
9. Choose how clients can book it under Online booking.
Display in online booking lets clients book this service themselves through your booking link or the mePro app. Contact to book means clients contact you to book it instead.
10. Choose the Delivery: Telehealth or In person.
This sets where appointments with this service take place.
11. Choose the Cancellation window (no penalty).
This is how far ahead clients can cancel without a penalty: None, 6 hours, 12 hours, 24 hours, 48 hours, 73 hours or 1 week. Clients see the cancellation policy when they book online.
12. Optional: add a Description and a Service code.
A. Description (optional): a short explanation of the service. B. Service code (optional): a billing code, for example 00005. It can be shown in the Code column on invoices.
13. Choose a color.
Choose Blueberry, Grape, Flamingo, Tangerine, Banana or Graphite. Appointments with this service appear in this color on your Pro Calendar.
14. Check the therapist, then click Add service.
Your name is already added under Select therapist. In a practice with a team, choose each therapist who offers this service.
Click Cancel to close without saving.
What you’ll see
The new service appears on the Services page as a card with its color, name, duration, price and tags, for example Couple therapy · 60 min · $120.00 CAD, with Couple, Telehealth, +20 min gap and CBT. You can now choose it when you book an appointment or create an invoice.
Edit, reorder or delete a service
- To change a service, click Edit on its card, make your changes and save.
- To change the order of your services, drag a card by the handle (six dots) next to its name.
- To delete a service, click the red trash icon on its card.
