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Create a Billable Service

Before you can bill for services in Wellifiy, you'll need to create a Billable Service entry. This defines the code, name, description, and unit price of the service and is a key part of the billing setup.

📌 Note: Creating a Billable Service alone does not make the service bookable or billable through the calendar. You'll also need to link it to a Bookable Service (covered in the next article).


 

 

✏️ How to Add a Billable Service

  1. Navigate to BillingBillable Services in the left-hand menu.

  2. Click the + Service button in the top right.

  3. Complete the fields in the pop-up form:

    • Code: A unique reference code for the service (e.g., 443214).

    • Name: The name that will appear on invoices and reports (e.g., Extended Consult).

    • Description: A short explanation of the service (e.g., Long consult more than 60mins).

    • Unit Price: The cost per session (e.g., 320).

  4. Click Save.

The new service will appear in the Billable Services list and can be edited at any time by clicking the ••• menu next to it.


🧾 Example Use Cases

Code Service Name Description Unit Price
443214 Extended Consult Long consult more than 60 mins $320
763921 Brief Consult Short consult less than 20 mins $50
91167 Telehealth Consultation Virtual service $240
800101 1 to 1 Counselling Counselling In Person $230
 

✅ Once your Billable Services are created, you're ready for the next step—linking them to Bookable Services to activate billing through appointments.

➡️ See next: Linking Billable Services to Bookable Services