LiloHelp Center
Services & catalog

Treatment phases

Name the stages of a multi-part treatment, put services in a phase, and reorder, edit or delete phases.

Treatment phases name the stages of a multi-part treatment, like Prep, Treatment and Recovery. You put the phases in order and put each service in one. Most businesses don't need them.

To open them, go to Catalog → Services, select Advanced and choose Treatment phases.

Owners, admins and location managers

Add a phase

  1. On Treatment Phases, select + Add Phase.
  2. Enter a Phase Name.
  3. Add a Description and pick a Color if you like.
  4. Check Requires a service from a previous phase to mark that this stage follows an earlier one.
  5. Select Create Phase. You'll see Phase created.

A new phase goes to the end of the list.

Everyone except service providers

Put a service in a phase

  1. On Catalog → Services, select Edit on the service.
  2. At the top of the box, select the expand icon (Open full page).
  3. Select Sequence.
  4. Under Phase, choose the phase. You'll see Service updated.

To take a service out of its phase, choose No Phase (can be booked anytime).

Change the order

Drag a phase by the ≡ to the left of it. The numbers update, and the new order saves right away.

Edit a phase

  1. On Treatment Phases, select Edit next to the phase.
  2. Change the name, description, color or Requires a service from a previous phase.
  3. Select Save Changes. You'll see Phase updated.

Owners, admins and location managers

Delete a phase

  1. On Treatment Phases, select Edit next to the phase.
  2. Select Delete Phase, then Delete in the box. You'll see Phase deleted.

Its services stay on your menu with no phase.

How it works

  • Phases are numbered in the order on the page.
  • Each phase shows how many services are in it. Archived services don't count.
  • If a phase after the first has Requires a service from a previous phase checked, it shows Requires previous phase.
  • A service can be in one phase at a time, or none.
  • Lilo doesn't check phases when someone books. Clients and your team can book a service from any phase on its own, even when its phase shows Requires previous phase.
  • Treatment phases are on the web only.
  • The owner, admins and location managers can add, change and delete phases. Front desk can change phases and put services in them, but can't add or delete phases.

Common questions

Do I need treatment phases?

Most businesses don't. Your services can be booked in any order without them.

Why could a client book a service without one from an earlier phase?

Lilo doesn't check phases when someone books. Requires a service from a previous phase doesn't stop a booking.

What happens to a phase's services when I delete it?

They stay on your menu with no phase. Nothing else about them changes.

Can a service be in more than one phase?

No. Each service is in one phase or none. Choosing a new phase on its Sequence tab moves it.