# Create a Service with Multiple Packages, Default Tasks & FAQs

{% embed url="<https://www.youtube.com/watch?v=iRmBInRBLlU>" %}

The Service Create section in Agency Handy allows you to create and sell your agency’s offerings directly inside the platform. With this feature, you can configure a service with multiple pricing tiers, automate default project tasks, and include helpful information such as FAQs and portfolio samples — all to give clients a seamless purchasing experience.

#### **What You Can Do**

* Create **One-Time** or **Subscription-Based** services
* Add **Service details** including name, media, description & tax handling
* Configure **multiple packages** (pricing tiers)
* Assign **default tasks** that auto-generate inside orders
* Add FAQs to improve buyer understanding
* Choose to publish or keep service as draft

#### **Why It Matters**

This flexibility helps agencies:

* Sell structured service plans (e.g., Basic / Standard / Premium)
* Automate task assignment per purchased plan
* Improve service clarity for smoother onboarding
* Increase conversions with detailed offerings

#### **Who Can Use This**

* Super Admin & Admin
* Others: Only if given necessary service access permissions

### Getting Started&#x20;

Follow the steps below to create a complete service with media, multiple packages, automated tasks, and FAQs.

***

#### **Step 1 — Choose the Service Type**

* Open the **Services** menu from the left sidebar
* Click **+ Service** to create a new one
* At the top of the page, select either:
  * **One-time Service** — if clients pay once to receive the service
  * **Subscription Service** — if billing repeats automatically every cycle

⚠️ The settings shown later will adjust based on your chosen service type.

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FRj6qO5b1k19kENRyNHu4%2FScreenshot_306.png?alt=media&#x26;token=aab90c55-e210-46c4-b536-6b53e8965098" alt=""><figcaption></figcaption></figure>

***

#### **Step 2 — Add Service Details**

Expand the **Service Details** section.

Here is what you must fill out:

* **Service Name**: This is how the service appears to clients everywhere in the system
* **Media Upload**: Add one or multiple preview images to improve presentation
* **Service Description**: Clearly explain what the service includes and who it is for
* **Tax Settings**: Select whether tax is exclusive or inclusive if needed
* **Currency**: Set the currency for all packages in this service

📌 Tip: Upload high-quality visual previews to increase client trust and conversion.

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2Fw9iFYSeZiQJRoyfKk1ZC%2FScreenshot_305.png?alt=media&#x26;token=f322b3e0-3531-4be4-ab5a-d6cb7a557052" alt=""><figcaption></figcaption></figure>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FjnJ0vI27hXHPsFO7wrGV%2FScreenshot_307.png?alt=media&#x26;token=a5f96f51-536f-4663-9bf3-22c8dd51f55d" alt=""><figcaption></figcaption></figure>

***

#### **Step 3 — Create Multiple Packages**

Expand **Package Details** and click **+ New Package** to add pricing tiers.

For each package you create:

* Write a **Package Name (mandatory)**. You can add up to 5 packages here.
* Add **an Icon** for branding (optional). You can select an icon from here or upload one if you like. The size is 32 x 32.\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FrrzT9V9iBd0fdUyUAOpz%2FScreenshot_326.png?alt=media&#x26;token=b08c5010-f1be-48f6-9f79-af8be27a61b7" alt=""><figcaption></figcaption></figure>
* **Add a Media file** (optional). Click to upload or just drag and drop one here. The file type is PNG, JPG, or JPEG (max. 5 MB). Max Upload 1 file — Recommended Ratio: 16:9.
* Write a **Package Brief** (optional) — a short summary of deliverables (within 140 characters)
* Add offerings of your package under **What’s Included (mandatory). You can add up to 15 offerings per package.**
  * Each bullet should describe a specific deliverable

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FtyHF2wOlu0FzrxAecKcW%2FScreenshot_308.png?alt=media&#x26;token=9b364b8d-d286-4b48-9329-e5039842c0f6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FEVBpXicPxNsqJYGvTqbO%2FScreenshot_309.png?alt=media&#x26;token=edb039ff-22ef-42e3-b04d-9453e069b99c" alt=""><figcaption></figcaption></figure>

You can:

* Create multiple packages inside a single service (up to 5 packages)
* Drag the packages to reorder them
* Mark one package as “Most Popular” to visually highlight it on the client side\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FnJX3PlrEw657v54qRDEQ%2FScreenshot_328.png?alt=media&#x26;token=8061f50a-d451-4864-9412-22436f72704a" alt=""><figcaption></figcaption></figure>

***

#### **Step 4 — Set Pricing & Delivery Rules**

Inside each package:

* Enter the **Amount** — how much the package costs
* Set **Delivery Time** — estimated time it takes to deliver the service or product after purchase

Additional controls are available depending on your needs. These optional features allow you to create more sophisticated packages:

* **Add Discount** — percentage or flat price reduction<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FcMIn1FXhv7GgR0LWeTnK%2FScreenshot_329.png?alt=media&#x26;token=ee5a0051-e7e7-4738-948e-314851d467db" alt=""><figcaption></figcaption></figure>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F7vx9hWJSQjpYIXzMgx97%2FScreenshot_335.png?alt=media&#x26;token=49f210b1-317b-40e3-93ad-61cd28ceb272" alt=""><figcaption></figcaption></figure>

* **Add Trial Period** — only visible for subscription services<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FmhzxuW0olRWNbGP4GnAS%2FScreenshot_330.png?alt=media&#x26;token=a394ed47-58b4-4b7f-abbb-1d82872332b0" alt=""><figcaption></figcaption></figure>

* **Add Quantity Limit** — the maximum number of units a client can purchase in one checkout<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F2VbVJHtzbOpZNaJ6L9yI%2FScreenshot_331.png?alt=media&#x26;token=b88b31dd-bfcf-4b43-bee8-1c07e15e7ee9" alt=""><figcaption></figcaption></figure>

* **Add More Price Details** — breakdown of the total cost. including item price, quantity, etc, if needed. Breakdown Name can have at most 20 characters\ <br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FcEay316Kki3a7KKdayp2%2FScreenshot_332.png?alt=media&#x26;token=ea76741a-c1ea-49e1-8c90-c73a9dfa3661" alt=""><figcaption></figcaption></figure>

📌 All required fields must be filled for each package to publish the service.

***

#### **Step 5 — Add Default Tasks for Automation**

Every package includes a section called **Default Tasks**.

These tasks:

* Automatically generate in the order workspace after purchase
* Help internal teams follow the exact delivery process every time

You can:

* Add new tasks using **+ Add More.** A task modal will open. \
  From there, you can add \
  &#x20;\- Task name (mandatory, character limit 160), \
  &#x20;\- Description \
  &#x20;\- Assignee \
  &#x20;\- Attachment (**Accepted documents:** csv, odt, doc, docx, htm, html, pdf, ppt, pptx, txt, xls, xlsx, jpg, jpeg, png, gif, webp, svg, ai, mp4, mp3, wav, zip, rar). Click to upload or drag and drop (max file size 1 GB)\
  &#x20;\- Label \
  &#x20;\- Status\
  &#x20;\- Client Review

* Edit existing tasks<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F7ZRAqc7JB8ZPwrF5eYWB%2FScreenshot_333.png?alt=media&#x26;token=37792f53-c79c-4f8b-bc51-04dd3c675326" alt=""><figcaption></figcaption></figure>

* Add all tasks that are needed to complete the order

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FcxJz9phag7mZ4GQWSA9l%2FScreenshot_318.png?alt=media&#x26;token=824277a8-e4be-4743-94c1-c88e2d165754" alt=""><figcaption></figcaption></figure>

📌 This ensures consistent delivery of service quality.

***

#### **Step 6 — Provide Additional Information**

Expand **Additional Information** to include supporting details.&#x20;

Two optional enhancements are available:

* **Portfolio Attachment**\
  Connect relevant categories of your past work to help clients gain confidence. You can create one from here too.
* **Frequently Asked Questions (FAQs)**\
  Click **+ Add** to list questions and answers that clients typically ask\
  (Example: content originality, revision process, scope expectations, etc.)

📌 Well-written FAQs reduce confusion and pre-sales inquiries.

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FEs9dFIYu7o6MN8ePwpvi%2FScreenshot_315.png?alt=media&#x26;token=c5c53e7a-7432-4535-a852-3151127252c8" alt=""><figcaption></figcaption></figure>

***

#### **Step 7 — Add Intake Form**

* Create New Intake Form: Click "+ Create New Intake Form" to create a new form or select an existing form.
* Skip Section: Optionally, skip this section if no intake form is needed.
* Click the "Update" button to save or "Skip" to bypass this section and create the service.

![](https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F3yifRV0Ua4uBotNPY7dg%2Funknown.jpeg?alt=media\&token=01a2b64a-4d30-45f9-a021-1124ee1aabff)<br>

#### **Step 8 — Publish Your Service**

At the bottom of the page:

* Toggle **Publish this Service** ON
* Click **Save** or **Update Service**

Once published:

* The service becomes visible to clients immediately
* If unpublished, it remains saved as a draft

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FhdLc4AIUoqApqdrXYpud%2FScreenshot_316.png?alt=media&#x26;token=69ab928c-884a-4a1c-b4ee-172d17b7068d" alt=""><figcaption></figcaption></figure>

#### Important Notes:

* Service Name: Ensure the name is descriptive and easy to understand for potential clients.
* Package Limits: You can add up to 3 packages per service. Each package should have a clear name and detailed offerings.
* FAQs: Provide comprehensive answers to common questions to assist clients in understanding your service better.
* Intake Form: An intake form is optional but recommended to collect necessary information from clients before starting the service.
* Publication: Ensure the service is published to make it visible to potential clients.