< Adding a New Service < Copying an Existing Service

Copying an existing service may save you time setting a new service up from the beginning, particularly if some of your services are similar, eg. in the screenshot we have based the 60 minute home visit on the existing 30 minute home visit. All we will have to do is change the price.

  

ON DESKTOP:

Navigate to Admin > Services > Service Items

STEP 1

How do I add a new service item?

  • Click "+ New Service Item".

 

servicesv6-add1.jpg
STEP 2​​

  • Enter your Short Description - this will be seen on your internal schedule column and compact views, and on the Staff Dashboard. Note: shorter descriptions work best and there is a 20 character limit.

  • Enter your Long Description - this will be seen on quotes, invoices, schedule list view, reports, and in the Client Portal.

  • Select a service item to "copy" the attributes from, which copies ALL the settings, except the short and long descriptions.

  • Click "Create New Service Item".

  

servicesv6-copy2.jpg

ON MOBILE:

STEP 1​​​​

  • Tap the Navigator, and select Admin > Services > Service Items

services6-mob-add1.jpg
STEP 2

  • Tap "+ New Service Item".

services6-mob-add2.jpg
STEP 3

  • Enter your Short Description - this will be seen on your internal schedule column and compact views, and on the Staff Dashboard. Note: shorter descriptions work best and there is a 20 character limit.

  • Enter your Long Description - this will be seen on quotes, invoices, schedule list view, reports, and in the Client Portal.

  • Select a service item to "copy" the attributes from, which copies ALL the settings, except the short and long descriptions.

  • Tap "Create New Service Item".

services6-mob-copy3.jpg