{"id":38982,"date":"2026-05-01T09:00:00","date_gmt":"2026-05-01T09:00:00","guid":{"rendered":"https:\/\/www.aurorainbox.com\/?p=38982"},"modified":"2026-05-01T09:00:00","modified_gmt":"2026-05-01T09:00:00","slug":"configurar-servicios-ubicaciones-prestadores-aurora","status":"publish","type":"post","link":"https:\/\/www.aurorainbox.com\/en\/2026\/05\/01\/configure-aurora-service-locations-and-providers\/","title":{"rendered":"How to set up services, locations, and providers for bookings in Aurora (2026)"},"content":{"rendered":"<p>Before you start configuring, decide on the model. What seems like a minor detail\u2014separating services from providers, not lumping everything into a single entity, naming everything so the AI agent understands it\u2014determines whether your booking system operates flawlessly or if, by month two, you&#039;ll be overwhelmed with double bookings, misdirected reminders, and missed appointments. This guide is for operators building their data model for the first time.<\/p>\n<h2 id=\"el-modelo-servicio-ubicacion-prestador\">The model: Service + Location + Provider<\/h2>\n<p>Aurora separates three entities that most competitors merge. That separation is what allows you to scale.<\/p>\n<pre><code>\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510 N:N \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510 N:N \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510 \u2502 Service \u2502 \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500 \u2502 Provider \u2502 \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500 \u2502 Location \u2502 \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518 \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518 \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518 duration schedule buffer zone services time description locations email address base schedule\n<\/code><\/pre>\n<table>\n<thead>\n<tr>\n<th>Entity<\/th>\n<th>What does it represent?<\/th>\n<th>Example<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Service<\/strong><\/td>\n<td>The type of appointment with a fixed duration<\/td>\n<td>&quot;Dental cleaning \u2014 60 min&quot;<\/td>\n<\/tr>\n<tr>\n<td><strong>Location<\/strong><\/td>\n<td>Where the date takes place<\/td>\n<td>&quot;North Rome Branch&quot;<\/td>\n<\/tr>\n<tr>\n<td><strong>Lender<\/strong><\/td>\n<td>Who (or what resource) occupies the time<\/td>\n<td>&quot;Dr. L\u00f3pez&quot; or &quot;Room 2&quot;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The key rule: a service is offered <strong>through<\/strong> One or more service providers. One location is served <strong>through<\/strong> The service providers who work there. Never assign a service directly to a location without going through the provider\u2014the appointment engine wouldn&#039;t know who to block.<\/p>\n<p>If you&#039;re coming from <a href=\"\/en\/que-es-agendamiento-conversacional\/\">conversational scheduling<\/a> Whether pure or a traditional Calendly, this model is the leap forward.<\/p>\n<h2 id=\"decisiones-clave-antes-de-configurar\">Key decisions before setting up<\/h2>\n<p>Answer these four questions on paper before touching the settings. Changing the model later is expensive.<\/p>\n<p><strong>1. One branch or several?<\/strong><br \/>\nOne location is sufficient if everything happens under the same roof. More than one is needed if there are different addresses, even if it&#039;s the same brand. Each location has its own time zone.<\/p>\n<p><strong>2. How many different services do you sell?<\/strong><br \/>\nA healthy number is between 3 and 10. If you have 20 services, some are probably the same appointment with a different duration or price\u2014group them together. More than 15 services confuses both the customer and the AI agent.<\/p>\n<p><strong>3. Are your providers people or resources?<\/strong><br \/>\nA dentist is a person. A treatment room is a resource. A mechanic is a person. A restaurant table is a resource. Aurora treats them both the same: what takes time, takes up a slot. Call it a provider, that&#039;s all.<\/p>\n<p><strong>4. Do all providers offer all services?<\/strong><br \/>\nIf the answer is &quot;yes&quot; and you have few services, the setup is trivial. If it&#039;s &quot;no&quot;\u2014a dentist does orthodontics but not cleanings, a stylist cuts hair but doesn&#039;t color it\u2014you need the N:N relationship between service and provider, which Aurora natively supports.<\/p>\n<h2 id=\"como-nombrar-bien-tus-servicios\">How to name your services correctly<\/h2>\n<p>The service name is what the AI agent uses to recognize the customer&#039;s intent. Opaque names break the matching process.<\/p>\n<p><strong>Rules:<\/strong><\/p>\n<ul>\n<li><strong>Use natural language, not internal codes.<\/strong> &quot;Dental cleaning \u2014 60 min&quot; is better than &quot;LD60&quot; or &quot;SVC-001&quot;.<\/li>\n<li><strong>Include duration when helping the customer<\/strong> (&quot;Haircut and styling \u2014 45 min&quot;). The AI agent learns to recognize this and offer it when someone asks for time.<\/li>\n<li><strong>Be consistent across verticals.<\/strong> If you have a &quot;General Consultation&quot; at one branch, don&#039;t call it a &quot;Medical Appointment&quot; at another.<\/li>\n<li><strong>Avoid regional abbreviations<\/strong> (&quot;Dental X-ray&quot; \u2192 better &quot;Dental X-ray&quot;). The client may not know this.<\/li>\n<li><strong>Use the name the customer would say, not the technician.<\/strong> The client says &quot;whitening&quot;, not &quot;enamel whitening treatment&quot;.<\/li>\n<\/ul>\n<p>Quick table of names vs bad names:<\/p>\n<table>\n<thead>\n<tr>\n<th>Evil<\/th>\n<th>Good<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>LD60<\/td>\n<td>Dental cleaning \u2014 60 min<\/td>\n<\/tr>\n<tr>\n<td>Premium Service<\/td>\n<td>Color and styling \u2014 90 min<\/td>\n<\/tr>\n<tr>\n<td>Type A<\/td>\n<td>General tuning<\/td>\n<\/tr>\n<tr>\n<td>Quote 1<\/td>\n<td>General medical consultation<\/td>\n<\/tr>\n<tr>\n<td>Reserve a standard table<\/td>\n<td>Table for 2 to 4 people<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"configurar-servicios-paso-a-paso\">Configure services step by step<\/h2>\n<p>This section extends the <a href=\"\/en\/configurar-sistema-citas-whatsapp-aurora\/\">Step 1 of the basic configuration guide<\/a>Here are the advanced fields.<\/p>\n<ol>\n<li>Go to <strong>Settings \u2192 Appointments \u2192 Services<\/strong> and create them one by one.<\/li>\n<li>Fill in the fields:\n<ul>\n<li><strong>Name<\/strong>: following the rules above.<\/li>\n<li><strong>Duration<\/strong>In minutes, be realistic. Don&#039;t underestimate\u2014a haircut that actually takes 35 minutes shouldn&#039;t be recorded as 30; the next service provider will be late and the delay will accumulate.<\/li>\n<li><strong>Buffer before\/after<\/strong>Preparation or cleaning time outside of the appointment but required by the provider. For a dental cleaning: 5 minutes before (preparing instruments) + 10 minutes after (sterilization). If a buffer is not defined, the client arrives and the provider continues cleaning from the previous patient.<\/li>\n<li><strong>Description visible to the customer<\/strong>What the service includes. The agent reads it to the customer when they ask for details.<\/li>\n<li><strong>Requires email \/ requires phone<\/strong>These are required fields to create the appointment. In Latin America, email is required and has low conversion rates\u2014leave it optional unless you need to send email reminders.<\/li>\n<li><strong>Simultaneous capacity<\/strong>: for group services. A medical consultation = 1. A workshop with 3 mechanics working in parallel in the same slot = 3. A group class = 10.<\/li>\n<\/ul>\n<\/li>\n<li>Save and repeat.<\/li>\n<\/ol>\n<h2 id=\"configurar-ubicaciones-paso-a-paso\">Configure locations step by step<\/h2>\n<ol>\n<li><strong>Settings \u2192 Appointments \u2192 Locations \u2192 New location<\/strong>.<\/li>\n<li>Fields:\n<ul>\n<li><strong>Name<\/strong>: what the customer would see (&quot;Roma Norte Branch&quot;, &quot;Polanco Office&quot;). If you only have one, put something legible on it \u2014 the agent says so in the confirmation.<\/li>\n<li><strong>Full address<\/strong>Street, number, neighborhood, city. It appears verbatim in the WhatsApp confirmation message; click there for Google Maps.<\/li>\n<li><strong>Time zone<\/strong>This is critical, especially in Latin America. Mexico has Mexico City (UTC-6), Ciudad Ju\u00e1rez and Tijuana (UTC-7), and Canc\u00fan (UTC-5). Configuring the wrong time zone means offering slots at a different real-time. The engine calculates slots in the location&#039;s time zone, not the customer&#039;s.<\/li>\n<li><strong>Base operating hours<\/strong> (Optional): Branch hours. This serves as an upper limit\u2014providers can have shorter hours but not longer ones.<\/li>\n<\/ul>\n<\/li>\n<li>Guard.<\/li>\n<\/ol>\n<p>If you plan to connect <a href=\"\/en\/conectar-google-calendar-whatsapp-aurora\/\">Google Calendar<\/a> For service providers, do this after defining the locations \u2014 the location&#039;s time zone takes precedence over the personal calendar&#039;s.<\/p>\n<h2 id=\"configurar-prestadores-paso-a-paso\">Configure providers step by step<\/h2>\n<p>This is the entity with the highest configuration density. Allocate 5 minutes per provider the first time.<\/p>\n<ol>\n<li><strong>Settings \u2192 Appointments \u2192 Providers \u2192 New provider<\/strong>.<\/li>\n<li>Fields:\n<ul>\n<li><strong>Name<\/strong>: person (&quot;Dr. L\u00f3pez&quot;, &quot;Carlos Hern\u00e1ndez&quot;) or resource (&quot;Room 2&quot;, &quot;Stretcher 1&quot;, &quot;Terrace Table 3&quot;).<\/li>\n<li><strong>Services provided<\/strong>: marks the catalog services that this provider can offer. This N:N relationship is what the engine uses to determine availability.<\/li>\n<li><strong>Work locations<\/strong>One or more. If you work at 2 branches, mark both \u2014 working hours are defined later with granularity on a daily basis.<\/li>\n<li><strong>Working hours by day of the week<\/strong>The recommendation is 30-minute blocks. Mon-Fri 9:00-18:00, Sat 10:00-14:00, Sun closed. Each provider may have different hours.<\/li>\n<li><strong>E-mail<\/strong> (Optional): For new appointment notifications. Useful if the provider doesn&#039;t log into the app but wants to see their schedule in their email.<\/li>\n<li><strong>Linking to an Aurora user<\/strong> (Optional): If the service provider is also an app user (operator, owner, assistant), link them. They will see their own schedule in their login.<\/li>\n<\/ul>\n<\/li>\n<li>Guard.<\/li>\n<\/ol>\n<p>Repeat for each provider. The initial load may take 30-60 minutes for an operation with 10 providers; after that, it maintains itself.<\/p>\n<h2 id=\"patrones-por-vertical\">Vertical Patterns<\/h2>\n<p>The four most common models in Latin America. Copy the one that most closely resembles your operation.<\/p>\n<h3 id=\"clinica-dental\">Dental clinic<\/h3>\n<ul>\n<li><strong>5 services<\/strong>General consultation, Cleaning, Whitening, Endodontics, Orthodontics.<\/li>\n<li><strong>1 location<\/strong>Main office.<\/li>\n<li><strong>3 providers<\/strong>: Dr. L\u00f3pez, Dr. Ram\u00edrez, Dr. M\u00e9ndez.<\/li>\n<li><strong>Assignment<\/strong>The 3 dentists handle all 5 services. Simple model, everyone does everything.<\/li>\n<li><strong>Schedule<\/strong>: Mon-Fri 09:00-18:00, Sat 10:00-14:00.<\/li>\n<\/ul>\n<p>More vertical detail: <a href=\"\/en\/sistema-citas-whatsapp-clinicas-medicas\/\">WhatsApp appointment system for medical clinics<\/a>.<\/p>\n<h3 id=\"salon-de-belleza\">Beauty salon<\/h3>\n<ul>\n<li><strong>8 services<\/strong>Men&#039;s haircut, Women&#039;s haircut, Hair coloring, Highlights, Hairstyling, Manicure, Pedicure, Hair treatment.<\/li>\n<li><strong>2 locations<\/strong>Polanco Branch, Condesa Branch.<\/li>\n<li><strong>6 providers<\/strong>: Carlos (men&#039;s haircuts only), Ana (color and styling), Luis (women&#039;s haircuts and styling), Marta (manicure and pedicure), Sofia (dye and highlights), Diana (treatment and styling).<\/li>\n<li><strong>Assignment<\/strong>Specialized. Carlos only does men&#039;s haircuts. Ana does color, highlights, and styling. Etc.<\/li>\n<li><strong>Schedule<\/strong>Carlos in Polanco Tue-Sat, Ana in Condesa Mon-Fri. Each stylist defines their day and branch.<\/li>\n<\/ul>\n<p>More vertical detail: <a href=\"\/en\/sistema-citas-whatsapp-barberias-salones\/\">WhatsApp appointment system for barbershops and salons<\/a>.<\/p>\n<h3 id=\"taller-mecanico\">Auto repair shop<\/h3>\n<ul>\n<li><strong>4 services<\/strong>Tuning, Brakes, Suspension, Electrical Diagnostics.<\/li>\n<li><strong>1 location<\/strong>Main workshop.<\/li>\n<li><strong>4 service providers (mechanics)<\/strong>: Juan (tuning + brakes), Pedro (suspension + brakes), Andr\u00e9s (electrician), Roberto (tuning + electrical diagnostics).<\/li>\n<li><strong>Assignment<\/strong>: specialized by technical skill.<\/li>\n<li><strong>Schedule<\/strong>: Mon-Sat 08:00-17:00.<\/li>\n<li><strong>Simultaneous capacity<\/strong>Each service = 1 (one mechanic per car). If you want 3 cars in parallel, that means 3 service providers working simultaneously in different slots.<\/li>\n<\/ul>\n<h3 id=\"restaurante-reservas\">Restaurant (reservations)<\/h3>\n<ul>\n<li><strong>1 &quot;service&quot;<\/strong>Table for N people \u2014 duration 90 min.<\/li>\n<li><strong>1 location<\/strong>Main restaurant.<\/li>\n<li><strong>3 providers<\/strong>Terrace Area, Lounge Area, Bar Area. Here the &quot;provider&quot; is the physical area, not a person.<\/li>\n<li><strong>Simultaneous capacity per zone<\/strong>Terrace: 8 tables, Dining Room: 12 tables, Bar: 6 places. Configured as providers with capacity N.<\/li>\n<li><strong>Schedule<\/strong>: Tue-Sun 13:00-23:00.<\/li>\n<\/ul>\n<p>The restaurant trick: the &quot;zones&quot; are providers with a capacity greater than 1. Aurora&#039;s engine handles simultaneous capacity per provider, so Terrace with a capacity of 8 accepts 8 parallel reservations in the same slot.<\/p>\n<h2 id=\"errores-comunes\">Common mistakes<\/h2>\n<ul>\n<li><strong>Opaque names for the AI agent.<\/strong> &quot;SVC-007&quot; tells the model nothing. It uses natural language, without internal codes.<\/li>\n<li><strong>Unrealistic service duration.<\/strong> If the appointment actually lasts 45 minutes and you record 30, all subsequent appointments will be delayed. Measure the actual duration a week before setting up.<\/li>\n<li><strong>Do not define buffer.<\/strong> The client enters and the service provider continues cleaning after the previous client. Define at least a 5-10 minute buffer for physical services (medical, aesthetic, mechanical).<\/li>\n<li><strong>Time zone incorrectly configured.<\/strong> Especially common in Latin America with Mexico City vs. Ciudad Ju\u00e1rez. Check the time zone for each location.<\/li>\n<li><strong>Overburden the top provider and leave others empty.<\/strong> If half of the appointments fall to a single provider, the AI agent is auto-selecting incorrectly. Enable &quot;ask the customer&quot; or balance the schedule with more flexible availability for other providers.<\/li>\n<li><strong>Do not update schedules on holidays.<\/strong> The agent is still offering slots on January 1st. Configure calendar exceptions for non-working days.<\/li>\n<\/ul>\n<h2 id=\"mantenimiento-ongoing\">Ongoing maintenance<\/h2>\n<p>The model moves with the operation. Rules for keeping it clean:<\/p>\n<ul>\n<li><strong>Add new services<\/strong>Only when they differ from existing services in duration, price, or equipment. Do not duplicate &quot;Men&#039;s Haircut&quot; and &quot;Gentleman&#039;s Haircut&quot;\u2014it&#039;s the same service.<\/li>\n<li><strong>Absence of service providers<\/strong>If it&#039;s for a single day (vacation, illness), edit the schedule for that specific day\u2014don&#039;t remove the provider. If it&#039;s permanent, deactivate (don&#039;t delete) the provider to preserve the appointment history.<\/li>\n<li><strong>Temporarily disable a service<\/strong>: marks the service as inactive. The agent stops offering it, but past appointments remain in the history.<\/li>\n<li><strong>Seasonal schedule changes<\/strong>Edit the provider&#039;s work schedule. Aurora applies the change from the edit date; appointments already scheduled remain unchanged.<\/li>\n<li><strong>Time zone change<\/strong> (Branch relocation between cities): Change the location, don&#039;t delete it. The history remains under the original area.<\/li>\n<\/ul>\n<h2 id=\"como-lo-hace-aurora-inbox\">How does Aurora Inbox do it?<\/h2>\n<p>The difference compared to alternatives like Calendly: Calendly <strong>It does not support true multi-provider with N:N allocation per service and per location<\/strong>It forces you to create a calendar per provider and an &quot;event&quot; per service, with no declarative link between them. The AI agent has to guess who to send the appointment to.<\/p>\n<p>Aurora treats the Service + Location + Provider model as first-class entities with explicit relationships. The appointment engine resolves availability by considering: requested service \u2192 providers who offer it \u2192 at the chosen location \u2192 with available business hours \u2192 no conflicts with existing appointments or Google Calendar events.<\/p>\n<p>Recommended plan: <strong>Aurora IA $179 USD\/month ($3,200 MXN)<\/strong> which includes the complete model, agent with bookings plugin and calendar synchronization.<\/p>\n<p><a href=\"https:\/\/www.aurorainbox.com\/en\/Identity\/Account\/Register\/?Trial=1\">Start your free trial<\/a> and build your data model in 30-60 minutes.<\/p>\n<h2 id=\"preguntas-frecuentes\">Frequently Asked Questions<\/h2>\n<h3 id=\"puede-un-prestador-estar-en-2-ubicaciones-a-la-vez\">Can a service provider be in 2 locations at the same time?<\/h3>\n<p>Not literally\u2014the motor prevents physical conflict. Yes, I can work at two different locations on different days (Mon-Wed in Polanco, Thu-Sat in Condesa). Please specify this in your daily work schedule.<\/p>\n<h3 id=\"el-agente-ia-sabe-pedir-el-servicio-correcto\">Does the AI agent know how to request the correct service?<\/h3>\n<p>Yes, if you named the services correctly. When the customer says &quot;I want a dental cleaning,&quot; the agent matches it with the service &quot;Dental Cleaning \u2014 60 min&quot; based on semantic similarity. If you have opaque names (&quot;SVC-001&quot;), the match fails, and the agent asks which service.<\/p>\n<h3 id=\"que-pasa-si-dos-servicios-usan-el-mismo-recurso-fisico\">What happens if two services use the same physical resource?<\/h3>\n<p>Model the resource as a provider. Example: 1 X-ray room used for general practice and dental care. Create a provider &quot;X-ray Room&quot; with a capacity of 1, and assign both services to it. No slot is duplicated.<\/p>\n<h3 id=\"soporta-cita-de-pareja-2-prestadores-simultaneos\">Does it support couple appointments (2 simultaneous providers)?<\/h3>\n<p>Yes, but it requires configuring the service as &quot;requires 2 providers&quot;. For couples spa treatments or advanced group sessions, contact support for multi-provider setup.<\/p>\n<h3 id=\"manejo-precio-por-servicio\">Do you handle pricing per service?<\/h3>\n<p>Yes. The service has a price field (optional). The AI agent mentions it to the client when offering the service. The actual payment is made via a Stripe payment link (coming soon in the native roadmap) or in advance via a manual link.<\/p>\n<h3 id=\"soporta-campos-personalizados-por-servicio\">Does it support custom fields per service?<\/h3>\n<p>Partially. The standard fields (name, email, phone, required or not) are ready. For service-specific questions (reason for inquiry, allergies, car model), use the AI agent flow: the agent prompt can include &quot;before confirming, ask the reason for the inquiry and save it in notes.&quot;<\/p>","protected":false},"excerpt":{"rendered":"<p>Model services, locations, and providers well in Aurora Inbox: the quality of the data model determines whether your appointment system scales or ends up with double bookings.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[452],"tags":[210,562,560,558,561],"class_list":["post-38982","post","type-post","status-publish","format-standard","hentry","category-blog","tag-aurora-inbox","tag-prestadores","tag-servicios","tag-sistema-de-citas","tag-ubicaciones"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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