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Managing your treatments

Once you have created your first treatment, you will spend time refining your list — updating prices, adjusting descriptions, reorganising categories, and controlling what patients can see at any given time.

This article covers everything you need to manage your treatment list after the initial setup. If you have not yet created your first treatment, start with the Adding your first treatment article first.

Getting to your treatment list​

  1. Click App Builder in the left-hand menu under Tools.
  2. Click the Treatments tab along the top.

You will see a grid of cards, one for each treatment you have created. Each card shows the treatment name, category, duration, price, and a badge showing whether it is Published or Draft.

Finding treatments quickly​

At the top of the treatments screen there are two tools to help you find what you need:

  • Search bar — type any part of a treatment name to filter the list instantly.
  • Filter dropdown — choose All, Published, or Draft to show only the treatments in that state.

The filter is especially useful when you have a long treatment list and want to quickly check which treatments are live and which are still in draft.

Editing a treatment​

To make changes to a treatment you have already created:

  1. Find the treatment card in the grid.
  2. Click the three-dot menu on the right side of the card.
  3. Click Edit.

A panel slides in from the right of the screen with the title "Edit Treatment". Every field is pre-filled with the current details for that treatment. Change any field you need to and click Update at the bottom to save.

All fields in the edit panel are the same as when you first created the treatment — Treatment Name, Description, Price, Member Price, Duration (minutes), Category, Tags, Performed by, Before your treatment, After your treatment, Published, and Show Klarna message on treatment screen.

If you change your mind and do not want to save, click Cancel. This closes the panel without saving anything.

tip

You can also open the edit panel by clicking directly on the treatment card itself, without using the three-dot menu.

Updating prices​

To change what patients pay, open the Edit panel and update the Price field. If you offer a membership discount, update the Member Price field too. Click Update to save.

The updated price appears in the app immediately for any patient who views that treatment after you save.

warning

Changing a price does not affect any transactions that have already been completed. It only affects future purchases.

Updating beforecare and aftercare instructions​

The Before your treatment and After your treatment fields appear on the treatment page inside the patient app. Patients read these when they book and after they pay.

To update them, open Edit, scroll down to those fields, make your changes, and click Update.

Duplicating a treatment​

Duplicating is useful when you offer a treatment in multiple variations — for example, a 30-minute and a 60-minute version of the same facial, or the same injectable at different unit counts.

  1. Find the treatment card you want to copy.
  2. Click the three-dot menu.
  3. Click Duplicate.

The copy appears in your treatment list immediately. No confirmation is asked — the duplication happens straight away.

The new treatment is named "Copy of [original treatment name]". Every field is copied across exactly — price, description, category, duration, and all instructions. The one exception is the Published status: the copy always starts as a Draft, regardless of whether the original was published. This gives you time to make your changes before patients can see it.

A small notification appears at the bottom of your screen confirming: "Created a copy of [Treatment Name]."

After duplicating, open the copy using Edit and update the name, price, and any other details that differ from the original. Then publish it when you are ready.

tip

Duplicating saves time when you have treatments that are similar but not identical. It is faster than building a new treatment from scratch.

Deleting a treatment​

  1. Find the treatment card you want to remove.
  2. Click the three-dot menu.
  3. Click Delete.

A confirmation box appears with the message:

"Are you sure you want to delete "[Treatment Name]"? This action cannot be undone."

Click Delete (shown in red) to confirm. Click Cancel if you have changed your mind.

Once deleted, a notification confirms: "[Treatment Name] has been deleted." The treatment is removed from your list immediately and is no longer visible to patients.

warning

Deletion is permanent. There is no way to recover a deleted treatment. If you are not sure, consider unpublishing the treatment instead (see below). This hides it from patients without removing it from your CRM.

Controlling visibility — Published vs Draft​

Every treatment in Glovora is either Published (visible to patients in the app) or Draft (hidden from patients). You are in full control of this at any time.

The current state is shown as a coloured badge on each treatment card:

  • Published — shown in green. Patients can see and book this treatment.
  • Draft — shown in grey. Only you can see this treatment, inside the CRM.

Publishing a treatment​

There are two ways:

From the treatment card: Click the three-dot menu on the treatment card and click Publish.

From the Edit panel: Open the Edit panel, scroll down to the Published toggle, switch it on, and click Update.

Unpublishing a treatment​

Unpublishing removes a treatment from the patient app without deleting it. Use this when a treatment is temporarily unavailable, seasonally paused, or being revised.

From the treatment card: Click the three-dot menu and click Unpublish.

From the Edit panel: Open Edit, switch the Published toggle off, and click Update.

The treatment immediately disappears from the patient app. It remains in your CRM as a Draft and can be republished at any time.

tip

Use Draft mode whenever you are making significant changes to a treatment — for example, updating the price or rewriting the description. Unpublish it first, make your changes, and publish it again once everything looks right. This prevents patients from seeing a treatment mid-edit.

Managing categories​

Categories help patients browse your treatments by type. Instead of scrolling through a long list of everything you offer, patients can tap a category — for example, Skin Care or Injectables — to see only the relevant treatments.

Opening the category manager​

  1. Click App Builder in the left-hand menu.
  2. Click the Treatments tab.
  3. Click Add Treatment or open any treatment with Edit.
  4. In the form, find the Category dropdown and click Manage categories.

The Manage Categories window opens. It shows all the categories you have created so far.

Adding a new category​

  1. Find the input field at the bottom of the Manage Categories window. It shows placeholder text: "New category name".
  2. Type the name of your new category.
  3. Click the Add button (shown with a small plus icon) or press Enter on your keyboard.

The new category appears in the list immediately and is available to select on any treatment.

Renaming a category​

  1. Click directly into the text field next to the category name.
  2. Delete the existing name and type the new one.
  3. Click anywhere outside the field or press Enter.

The rename saves automatically. Any treatments already assigned to that category update to show the new name.

Deleting a category​

Click the X icon next to the category name. The category is removed immediately.

warning

Deleting a category does not delete the treatments inside it. Those treatments simply lose their category assignment. Check which treatments are using a category before you delete it, and reassign them if needed.

Closing the category manager​

Click anywhere outside the window or use the close button in the top corner. Any changes you made are already saved.

Common mistakes​

Deleting a treatment instead of unpublishing it. If a treatment is temporarily unavailable — for example, a practitioner is on leave, or you have run out of a product — unpublish it rather than deleting it. Deleting removes all the work you put into writing the description and instructions. Unpublishing hides it from patients while keeping it safely saved for when you need it again.

Duplicating a treatment and forgetting to rename it. The duplicate is named "Copy of [original name]" by default. If you publish it without changing the name, patients will see two treatments with almost identical names and no way to tell them apart. Always open the copy and rename it before publishing.

Renaming a category without checking which treatments use it. When you rename a category, all treatments in that category update automatically — which is what you want. But if you delete a category and forget to reassign the treatments in it, those treatments will have no category. Patients browsing by category will not be able to find them. Before deleting a category, use the Filter dropdown on the treatments screen to check which treatments are assigned to it.

Changing a price and expecting it to affect active memberships. Updating the Member Price on a treatment changes what members pay for future purchases. It does not change the terms of any membership plan a patient has already joined. Membership pricing is set separately inside the Memberships section.