Velocity360 CRM Header
Velocity360: Advanced: Service Menu Configuration Guide - Support

📋 Advanced: Service Menu Configuration

Walkthrough for creating a service menu to consolidate multiple booking options into one public page.

Back to Calendars & Appointments Home

⭐ 1. Core Identity & URL

Defining the public-facing elements of your consolidated service offerings.

Service Menu Branding

  1. Name: Define a clear, appealing public name for your menu (e.g., "Book a Demo" or "Consultation Options").
  2. Description: Write a short overview explaining what the client can book. This appears at the top of the menu page.
  3. URL: Set the unique, professional link for public access (e.g., /services). This is the single link you will share with clients.

📝 2. Client Flow (Form & Confirmation)

Control the data collected and the client's final view after a successful booking.

Pre- and Post-Booking Experience

  1. Form: Configure the mandatory intake form that collects necessary client information *before* they select a specific service or time slot. This form applies to all services within the menu.
  2. Confirmation Page: Customize the content and options displayed to the client immediately after a service has been successfully booked. You can choose to show a default confirmation or redirect to a specific URL (e.g., your custom Thank You page).

🎛️ 3. Service Arrangement & Options

Selecting and organizing the individual calendars that appear within the menu.

Menu Content and Order

  1. Select Services: Choose which individual calendars (e.g., Round Robin, Individual) to include as options within the consolidated menu. Each calendar represents a distinct service type.
  2. Arrange your services: Use drag-and-drop or ordering tools to organize the sequence and grouping of the included services for a clean and logical presentation to the client.
  3. Additional Options: Manage settings specific to the menu, such as booking timeouts, privacy settings, and whether to show the menu in a list or grid view.

Created/Updated Date 11/05/25 User Gemini

Footer Snippet (Updated)