Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Services List
Folders, search and filters, the services table and the menu on each service.
Services are what you sell. The Services page lists them, with folders to keep a long catalog tidy.
Overview
This guide explains the buttons, folders, filters, the table and the menu on each service.
Who Can Access
Team members need View Services. If their role is limited by department, they see only their department’s services.
Step-by-Step Guide
Open Services
Click Services in the sidebar. Switch between a list and a grid with the two icons. New Folder, Import, Export and Add Service are at the top, and your folders are below them.
Search and filter
Search by name or description, and filter by All Categories, All Statuses (Active, Draft, Archived) and All Types (Services or Add-ons). Services inside a folder aren’t on the main list; open the folder to see them.
Read the table
Each row shows the service, whether it is a service or an add-on, how many orders it has, its category, price and status. Click the orders badge to see those orders.
Use the service menu
Click ⋮ for View, Edit, Get Payment Link, Duplicate and Delete. Duplicate makes a copy named “(Copy)” with the same price and settings, but not the intake form or tasks. Deleting a service also removes it from your order forms.
Change Many at Once
Tick services to choose Delete, Move to Home (main list) or Move to a folder, and click Apply.