Create Multiple Service Group
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AgencyHandy User Guide - For Agency
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The "Create Multiple Service 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 managing services.
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 catalog.
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.
Log in to Your Account
Access your Agency Handy account using your credentials.
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.
Select Multiple Services
Choose the services you want to group by selecting the checkboxes next to them.
Group Services
Click the "Group Selected Service" button to open a new form for creating a package group.
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.
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.
From the Client Portal View: Single Service only view:
Multiple Service View:
Manual Orders: When creating manual orders, select the client first to apply any visibility restrictions before selecting services.
Unique Group Assignments: Each service can belong to only one group at a time.
Design Limits: Descriptions longer than 140 characters may disrupt group design formatting.
