Build Your Service Catalog

Your service catalog controls what clients can request through your booking page.

A good catalog makes it easier for clients to identify what they need while giving The NEST enough structure to collect useful information and prepare the request for your review.

### Organize services around the work you actually provide

Create and maintain the services and packages you want to make available through booking.

Depending on your business, that may include general notary work, estate planning document signings, business or corporate documents, real estate services, or other notarial services you offer.

You don't need to publish every possible document you've ever encountered.

Build the catalog around services clients can reasonably identify and request.

### Use clear public descriptions

The person booking may not understand notarial terminology as well as you do.

Use public-facing names and summaries that help a client understand what a service is intended for without requiring them to know the exact notarial act or legal terminology.

### Packages can group related work

When a service commonly involves multiple related documents or deliverables, a package can provide a clearer starting point than asking the client to select every item individually.

Configure the package around what is normally included while allowing the final request to be reviewed for the actual documents and services required.

### Set pricing intentionally

Where pricing is configured for a service or package, treat it as part of your business pricing structure rather than a guarantee that every request will cost exactly that amount.

The actual request may contain circumstances that change the final price.

Your booking workflow gives you an opportunity to review those details before confirming the appointment.

### Review your catalog from the client's perspective

After making changes, look at the booking experience as though you were a client who doesn't already know how your business is structured.

Ask:

* Can I tell which service applies to me? * Do I understand what is included? * Am I being asked for information I can reasonably provide? * Is there a clear option when I'm not completely sure what I need?

The catalog should help the client give you a useful starting point.

**You remain the professional reviewing what the appointment actually requires.**