How to Create New Services

You need to follow these steps in order to create and set up the services you offer to your clients:

1- Open your services page

For this you need to go to Scheduling > Services. There you’ll see all your services on a spreadsheet.

2- Add a new service

To add a new service, you need to click on Add New, which will create a new row on the services spreadsheet.

3- Set up the new service

Once your new row is added, you need to complete the service information.

You’ll need to complete these columns:

  • Title
  • Status
  • Actions
  • Content
  • Code
  • Sales Tax
  • Invoice Description
  • Default Rate
  • Default Budgeted Hours
  • Minimum Amount
  • Minimum Amount Message
  • Service Mode