Create and Edit a Service

Add a service with its price, description and how its orders are handled.

Overview

This guide goes through the Add Service form card by card.

Who Can Access

Team members need Create Services to add and Edit Services to edit.

Step-by-Step Guide

1. Open the form

   Click Add Service on the Services page, or inside a folder to add it there.

2. Describe it

   Under Service Details, enter the Service Name, pick a Category, choose the Status, write the Description and add a Service Image (PNG, JPG or WEBP up to 100 KB).

   

3. Set the price

   Under Pricing, enter the Price. Revisions included sets how many revisions the client may ask for; leave it blank for your workspace default, or 0 for no limit. Choose One-time or Recurring as the Pricing Type.

   

4. Choose who sees it

   Under Options, Visibility is the same setting as Status: Public, Draft or Archived. Tick Recurring service for a service billed again and again. See Recurring Services.

5. Set how orders work

   Under Orders of this service, mark it as an add-on, assign team members to every new order, and set a deadline.

   

6. Save

   Click Create Service. The service page opens, where you can add an intake form.

Edit a Service

Click Edit on the service, change what you need and click Save Changes. On the Edit page you can also add Tasks for every new order.

Good to Know

• Every service uses your workspace currency.
• Your plan sets how many services you can have.
• Team members limited by department can only use their department’s category.

Frequently Asked Questions