Add Your Services

1.  Click on Settings.

2.  Scroll down to the  Products & Services section and click on Manage Services

3.  The Service Search screen will appear, click on the +Add New button.

4.  The Details for New Service screen will appear.  Select or enter values for the compulsory fields which are denoted by a red star.

If the tax rate for your country or state is not listed you can add it in by following these steps,  Settings and scroll down to Product & Services, then under the General heading click on Manage Tax Rates.

5.  If a service Category does not not exist, click the New link next to the category drop down list.

6.  This will prompt the Add a New Category pop-up screen.  Enter your Category name and click OK.

7.  The  Category drop-down list will then be automatically pre-filled with the new category.

8.  To select staff who perform this service, select the Staff  tab.

9.  Select the staff you wish to mark as performing this service by selecting the check box next to their names.  Once selected, a tick will appear against their checkbox.

On this screen you also have the option of overriding the default Price, Service and Processing Length for specific staff.  You may add a Commission percentage here for a specific staff member performing this service. Note, that this specific service commission percentage will take precedence over the standard staff commission.

Add resources required for this service

  1. Click the Details tab and scroll down the Resources used for this service section . 

    Select any resources used by this service by checking the box next to them, then click the Save button. You will then be redirected to the Service Search screen.

  2. To modify a service, simply click on the service name in the Service Search screen, and repeat the steps above. 
  3. Next, add your staff members.

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