Create Multiple Package Group

The "Create Multiple Package Group" feature allows users to organize multiple services into a single group. This is useful for managing and presenting related services, enhancing user experience and service management.

Benefits

• Enhanced Organization: Group-related services for better management and visibility.

• Improved Presentation: Present services as a cohesive package to clients, making it easier for them to understand and choose relevant offerings.

• Streamlined Access: Simplify the process of accessing and managing multiple services by grouping them.

• Increased Flexibility: Allow better control over how services are displayed and grouped in your catalogue.

Pre-conditions

• User Permissions: Ensure you have administrative or appropriate permissions to create and manage service groups.

• Existing Services: Have multiple services ready to be grouped together.

• Catalogue Access: Ensure you have access to the service catalogue where you want to create the group.

Steps to Use

1. Log in to Your Account

   • Access your Agency Handy account using your credentials.

2. Navigate to the Services Section

   • Go to the "Services" section from the main menu to view all available services. Click the "Select Multiple Service" button.

   

3. Select Multiple Services

   • Choose the services you want to group by selecting the checkboxes next to them.

   

4. Group Services

   • Click the "Group Selected Service" button to open a new form for creating a package group.

   

5. Fill Out the Group Form

   • Group Name: Enter a name for the group that reflects the services included (e.g., "Marketing Essentials Bundle").

   • Group Description: Provide a brief description outlining the group’s offerings and purpose.

   • Upload Group Images: Add images to represent the group visually.

   • Publish Options: Choose whether to publish the group immediately or later.

   • Catalogue Visibility: Select "Do Not Show to Catalog" if you do not want the group to be visible in the catalogue.

   • Click the "Save" button to finalize the creation of the package group.

   

6. View Group

   • After saving, click the "View Group Service" button to view the grouped services. From this view, you can review and manage the services within the group.