Who this is for
You want Scarlett to know exactly what you offer. This list is how she answers "do you do X?", how she quotes a price the way you price it, and how she picks the right slot length when she books.
Time: 10 minutes. You'll need: to be the owner.
Before you start
- Train Scarlett on your business — a website scan fills most of this for you.
Steps
1. Add or edit a service
On Train Scarlett → Services, press + Add service, or Edit an existing one. Each service has:
- Service name and a Description (what Scarlett tells callers).
- How it's priced, and the figures that go with it.
- When a caller wants to book it — straight into your diary, or as a booking request you confirm.
- Typical duration (minutes).
2. Decide how you price it
Pick one under How it's priced:
| Choice | What Scarlett says |
|---|---|
| Quote on site | No figure — she offers to arrange a visit to quote |
| Fixed price | The price |
| Price range | From one figure up to another |
| From £X | A starting price |
| Hourly rate / Day rate | The rate |
| Call-out fee + labour | The call-out fee, then the hourly rate |
Above the list, VAT on your prices tells Scarlett whether your prices include VAT, exclude it, or whether you're not VAT registered.
3. Set the duration
Typical duration drives how long a booking blocks out in your calendar, so a 4-hour job doesn't get a 30-minute slot. Set it to a realistic typical length.
4. Turn seasonal work off rather than deleting
Use the toggle to switch a service off when it's out of season — she stops offering it but keeps it for later. Delete only what you'll never offer again.
You can also import a list of services from a spreadsheet; a service with the same name as one you have is updated, not duplicated.
Verify it worked
Your active services show in the list, and under Test agent Scarlett offers them and quotes them the way you set.
Troubleshooting
Scarlett wouldn't give a price when I expected one. That service is set to Quote on site. Pick another choice under How it's priced and add the figure.
"Add the price." / "Add the starting price." The choice you picked needs a figure. Fill it in, or choose Quote on site.
A booking blocked the wrong amount of time. Fix the service's Typical duration — that's what sets the slot length.
What's next
- Upload documents Scarlett can reference — full price lists and terms.
- Set call-handling rules with scenarios — how she handles each call.
- Test Scarlett before she goes live — try a "do you do X?" call.