# Services mode overview

> Switch your workspace to Services so the agent books appointments instead of taking orders, and see exactly what changes.

- Source: https://support.unifunl.io/en/help/services-reservations/services-mode-overview
- Category: Services & reservations (`services-reservations`)
- Language: en
- Updated: 2026-08-22

---

Not every business sells products. A salon, a rental company, a restaurant or a practice does not take orders — it takes appointments. Unifunl covers those with a second business mode: **Services**.

In this mode the agent stops recommending a product catalogue. It quotes your services, checks whether the slot is free, and books the reservation with the details your team needs to prepare it.

## Switch the business mode

Open the **AI Center** and stay on the **General Information** tab. The **Business mode** card sits at the top: it names the mode you are on and offers the other one.

![The Business mode card in the AI Center, set to Services and reservations, with the button that switches back to E-commerce.](https://support.unifunl.io/help/screenshots/43-ai-center-business-mode.jpg)

In Services mode the card reads *Currently set to Services & reservations. The agent quotes and books slots instead of taking orders*, carries a **Services** badge, and offers **Switch to E-commerce**.

> **Changing the mode reshapes the whole workspace.** The menu, the screens and the agent's tools all follow. Pick your mode before you configure anything else, and do not switch it without a reason.

## What changes

| | E-commerce | Services |
| --- | --- | --- |
| What the agent creates | An **order** | A **reservation** — a service, a start date and an end date |
| Space in the menu | Orders | **Allocations** |
| What the agent offers | Products from your synced catalogue | **Resources** you define yourself |
| Where you set it up | Settings → Products, fed by your store | **Settings → Resources**, entered by hand |
| Statuses | Pending, Processing, Completed, Cancelled | **Pending, Confirmed, Completed, Cancelled** |
| Check before creating | Stock availability | **Slot availability** — duration, capacity, overlaps |
| Conversation side panel | The customer's orders | **Services** — the customer's reservations |

Nothing else moves. [The inbox](https://support.unifunl.io/en/help/inbox/using-the-inbox), [support tickets](https://support.unifunl.io/en/help/support-tickets/tickets-list), [leads](https://support.unifunl.io/en/help/leads-automations/leads-crm), [follow-ups](https://support.unifunl.io/en/help/leads-automations/follow-ups), [WhatsApp campaigns](https://support.unifunl.io/en/help/leads-automations/whatsapp-campaigns), team and billing all behave exactly as before.

## Three labels, one object

Depending on the screen, the interface says *Allocations* (the menu and the list), *Services* (the panel inside a conversation) or *Reservation* (the create button in that panel). They all name the same thing: a reservation.

## FAQ and troubleshooting

### I switched the mode but the menu still shows Orders

Reload the dashboard. The sidebar is built from the business profile when the workspace loads, so a tab opened before the switch keeps showing the old menu.

### Do I lose my orders if I switch to Services?

No. Switching changes which space the menu shows, not your data. Orders already recorded stay recorded, and switching back shows them again.

### Can one workspace run both modes?

No. The mode is a property of the workspace, and it decides what the agent is allowed to create. A business that genuinely sells products *and* books appointments needs to pick the one its customers use most.

### Where do I define what customers can book?

In **Settings → Resources**. That page replaces the product catalogue in this mode — see [Resources](https://support.unifunl.io/en/help/services-reservations/resources).

## What's next?

Before the agent can book anything, it needs to know what you offer.

[Resources](https://support.unifunl.io/en/help/services-reservations/resources)

## Related articles

- [Resources](https://support.unifunl.io/en/help/services-reservations/resources.md): Define what customers can book — resource types, individual units, durations, capacity, and the questions the agent asks before it reserves.
- [Allocations](https://support.unifunl.io/en/help/services-reservations/allocations.md): The reservations space — statuses, assignment to a team member, search, filters, statistics, and what a single reservation holds.
- [AI Center overview](https://support.unifunl.io/en/help/ai-center/ai-center-overview.md): What the agent knows — business mode, store details, promotions, delivery and return policies, and your own uploaded documents.