Marking Which Services Each Practitioner Provides (Provided By)

Provided By records which practitioners regularly provide each service in your Zanda account. Once set, booking and invoicing put a practitioner's own services first: the service list groups them under Provided Services , with everything else under Other Services. It is a guide, not a restriction — every active service stays selectable for every practitioner.

In this article:

Provided By and Client Portal Availability
Where You Can Set Provided By
How This Changes Booking and Invoicing
Related Articles

Provided By and Client Portal Availability

These two settings sit next to each other, open the same window, and use the same All / Some / No Practitioners wording in different settings, so it is worth being clear on what each one does. They are independent: a service can be provided by every practitioner internally and offered to nobody on the Client Portal, or the reverse.

Setting	What it records	Where you see the effect
Provided By	Which practitioners regularly provide the service inside Zanda	The order services appear in when your team books an appointment or adds an invoice item
Client Portal Availability	Which practitioners offer the service for online bookings	Which services clients can choose when booking through the Client Portal

Neither setting stops your team selecting a service. Every active service stays available for every practitioner when you book or invoice inside Zanda.

Where You Can Set Provided By

The service itself. Use the Provided By field when adding or editing a service.

The Services list. The Provided By column shows a summary for each service, such as All Practitioners , No Practitioners , or 1 Practitioner. Click the value to change it.

Available Services grouped by Practitioner in Client Portal settings. Open a service's availability window to see a Provides switch for each practitioner, alongside available on Portal. Changes save as you make them.

Available Services grouped by service. Choose a service, then set Service is Provided and Available on Portal for each practitioner. This is the quickest way to review one service across the team.

A practitioner's profile. The Available Services table has a Provides switch for each service. This is the quickest way to review one practitioner's whole service mix.

How This Changes Booking and Invoicing

When you select a practitioner on an appointment or an invoice and then open the service list, services are grouped under two headings:

Provided Services — the services that practitioner provides
Other Services — everything else, still fully selectable

You will only see these headings when the practitioner has services in both groups. If a practitioner provides every service, or none, the list appears exactly as it always has, with no headings. Because new services start as All Practitioners , a practice that turns this on without changing anything will not see a difference until some services are narrowed to specific practitioners.

Appointment Panel settings:

Edit Invoice settings:

Adding and Editing Services — Where the Provided By field lives when you create or edit a service.
Adding and Editing Practitioners — The Provides switch in a practitioner's Available Services table.
Setting Up Available Services and Times on the Client Portal — The Client Portal Availability side of these settings.
Limiting Services by Locations — Location limits restrict which services can be selected; Provided By only changes their order.
Creating, Editing and Deleting a Client Appointment — Where the Provided Services grouping appears when booking.
Creating, Editing, Printing and Emailing Invoices — Where the grouping appears on invoice items.