How to Set Up Products and Services

This article walks you through how to set up the products and services you offer so they can be scheduled, booked online, and invoiced correctly. 

If you're setting up a large list of products and services, reach out to the Juvonno Support Team at support@juvonno.com for help with a bulk import - it can save you a lot of time! 

Before You Begin

To ensure a smooth setup, confirm the following items are already configured: 

• Tax Settings 

  If you charge tax on products and services, make sure your tax rates are set up or up to date: 

  • Settings > System & Company Settings > General > Accounting > Tax

• Schedule Types 

  Schedule Types must be created before assigning them to services. These allow you to: 

  • Control which services appear in the Patient Portal 
  • Filter services by practitioner or clinic location 

  Learn more in How to Set Up Schedule Types and Assign Them to a Practitioner 

• Products Categories and Departments 

  Review or create your Departments and Categories 

  Go to Settings > Under Products & Services, select Products & Services Categories or Products & Services Departments 

  • To add a new Department: 

    Click + New Department

    Enter the Name, Tax Type and indicate whether it's for Service Based Items 

  • To add a new Category 

    Click + New Category 

    Enter the Name and the select the Department it belongs to

Step-by-Step: Create a Product or Service 

Step 1: Create a New Item 

Go to: 

Settings > Products & Services > New Item

Step 2: Select a Department 

Choose the Department this product or service belongs to

Step 3: Select a Category 

Choose the appropriate category within that Department 

Step 4: Enter a Name

Enter a clear, descriptive Product or Service Name 

Step 5: Enter an Item #

Enter an Item #. If you don't already have one, you can create your own using letters and/or numbers.

This Item # is used to identify and search for products or services across: 

• Your clinic locations 
• Your entire organization 

Step 6: Enter Pricing and Particulars  

Enter the Retail Price 

Optional fields: 

• Fields such as SKU, Codes, Unit of Measure, etc. are optional and can be used to store additional details if needed.
• The Description field can be used for additional details. This text will appear in the Patient Portal and be visible to patients. 

Step 7: Configure Tax and Inventory Settings 

Use the drop-down menus to select:

• Tax Type applied to the product or service
• Payable Tax Type (taxes your clinic owes to federal, provincial, or municipal authorities) 
• Inventory Tracking for products that you want to keep track of 

Step 8: Insurance and Service Details 

Indicate:

• Whether the product or service may be covered by insurance 
• The service duration (if applicable) 

Step 9: Online Booking Setup

If the service should be bookable through the Patient Portal: 

• Set Booked From Portal to Yes 

Additional fields will appear: 

• Portal Conflict Allowed 

  The number of appointments that can be booked in the same time slot for this service. 

• Visit Type 

  Indicate whether the service is in-person or online.

Step 10: Assign Schedule Types 

Select the Schedule Types that apply to this service. 

This allows you to: 

• Control which services appear in the Patient Portal by clinic location 
• Limit which services can be booked with specific practitioners 

Further Reading

How to Set Varying Prices for a Specific Product or Service by Clinic Location