Create & Edit Service

1 min read

Define what you sell, how it's presented, and who can see it.

Overview

A service carries its own description, image, pricing, deadline, and intake form. Getting it right once means every order for it arrives complete and correctly priced without anyone intervening.

Step-by-Step Guide

  1. Open Services and choose Create Service.
  2. Enter the name, description, and upload a service image.
  3. Set the pricing type and price.
  4. Choose the status and visibility.
  5. Set the delivery deadline and default assigned members.
  6. Save, then build the intake form if this service needs a brief.

Status & Visibility


WHERE IT SITS — ON EVERY SERVICE CARD IN THE CATALOG
Active
Draft
Archived

Only Active services appear in the client-facing catalog and in order pickers.
Active
Public — visible to all clients in the catalog
Draft
Admins only — still being built
Archived
Hidden from the catalog, history intact
Multi-order: allow the same client to order this service repeatedly, or restrict them to one.
Currency: each service can be priced in its own currency.

Common Issues

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Clients can’t see a service you’ve built? It’s still on Draft — switch it to Active to publish it.