How to create service types
On the Settings > Services & Fees page, select Create Service
Add the CPT Code. If a CPT Code does not apply, enter the name of the service. For example, “late cancellation fee".
Add a short Description of the service. For example, “30-minute psychotherapy”.
Add the full Rate for this service.
Click Create
Set a default fee from an invoice
You can also update a service's default rate while editing a draft invoice.
Open a draft invoice and edit the Amount for the service
Check the "Save fee as my default rate for this service" option
Send the invoice, or mark it as due
The new rate becomes your default for that service on future invoices for all clients. To change the rate for one client only, leave the box unchecked -- see How to set a sliding scale rate for more guidance.
The service must already exist on Settings > Services & Fees. If it doesn't, Blueprint shows "Set this service up under Settings > Services first" and the default rate is not saved.
How to edit existing services
On the Settings > Services & Fees page, click the pencil icon next to the service you'd like to edit
Make desired changes, then click Save changes
💡 Expected outcome:
After saving your changes, the updated service details (rate, duration, description, etc.) will apply to all future sessions using that service.
Previously billed sessions are not affected — Blueprint locks in service details at the time of billing, so any sessions already billed will retain the original values.
Hiding and unhiding services
Hiding services is useful when you no longer offer a particular service but need to preserve its billing history. No-show and cancellation fees cannot be hidden but can be edited.
To hide a service:
On the Settings > Services & Fees page, hover over the service row and click the Hide (eye) icon
💡 Expected outcome:
A green confirmation message confirms that the service has been hidden and the service is removed from the default list.
After hiding the service, it will no longer appear in the service selection menu when scheduling or billing sessions moving forward.
Any sessions already billed with that service are not affected -- those records remain unchanged.
FAQ
How do I see services I've hidden in the past?
On Settings > Services & Fees page, toggle on the Show hidden services option
