User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For Agency
  • en-us
    • AgencyHandy User Guide - For Agency
      • Introduction of AgencyHandy
        • Why should you choose Agency Handy?
        • Who is it for?
        • What are the benefits?
        • How does it differentiate itself from others?
        • Plans & Pricing
      • Account Verification
      • Sign Up
      • Log in
      • Accessing the Main Interface
      • Workspace Config
        • Set up General Settings
        • Set Up Appearance
        • Set Up Custom Domain
          • AgencyHandy Hosting with Cloudflare
          • Agency Handy Hosting with Namecheap
        • Set Up Sign-In Portal
        • Set Up Sign-Up Portal
        • Set Up Emails
          • Setup Email Address
          • Setup SMTP
          • Email Template Configuration
          • Sending a Test Email
        • Tax Rates
        • SEO Portal
      • Resetting Password
      • Setting Multiple Workspace
        • Create a new Workspace in AgencyHandy
        • Deleting a Workspace in AgencyHandy
      • Services
        • Create a Service with Multiple Packages, Default Tasks & FAQs
        • Edit/Update a Service
        • Delete a Service
        • Add-on Setup in Services
        • Multiple Pricing and Multiple Packages
        • Create Multiple Service Group
        • Service Configurations
        • Setting the Trial Period for a Service
        • Setting Default Tasks for a Service
        • Setting up a Setup Fee
        • Coupon System
        • Portfolio
        • User Review
      • CRM
        • Clients
          • Create Clients Profile
          • Import Clients
          • Export Clients
          • Client Configuration
          • Edit a Client Profile
          • Delete a Client Profile
          • Manage Client's Recent Order
          • Manage Client's Recent Ticket
          • Manage Client's Recent Invoices
          • Create Client Group
        • Lead Management
      • Orders
        • Create an Order
        • Edit/Update an Order
        • Create Tasks in an Order
          • Task Modal/Activity Page Manage
          • Edit Task in an Order
          • Delete Task from an Order
          • Time Tracking
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
        • Delete an Order
      • Subscription
        • Subscription Management & Recurring Billing in Agency Handy
        • Common Subscription Use Cases
        • Automatic Invoice Generation
        • Subscription Filter, Search, and Sorting
        • Reminder on Subscription
        • How Stripe Generates Subscription Payments for Agency Handy
        • How PayPal Generates Subscription Payments for Agency Handy
      • Forms
        • Order Form
        • Intake Form
        • Public Forms
      • Proposal
        • Proposal Dashboard
          • Send a Proposal
          • Accept a Proposal
          • Reject a Proposal
        • Sending a Proposal with Specific Package
      • Tickets
        • Ticket Dashboard
          • Create a Ticket
          • Edit a Ticket
          • Delete a Ticket
      • Teams
        • Team Dashboard
          • Invite & Add a Team Member
          • Set Role & Permission for Team Members
          • Remove Team Member
      • Invoices
        • Invoice Dashboard
          • Invoice Settings
            • Invoice prefix
          • Create an Invoice
          • Edit an Invoice
          • Delete an Invoice
          • Download/Print an Invoice
          • Send an Invoice to a Client
          • Export Invoice
        • Wise Support in Manual Subscription Invoices
        • Reminder on Invoice
      • Integration
        • Integrating Stipe
        • Setting up PayPal
        • Webhook Management
          • How to use/create Webhook
          • Authenticating Webhooks
          • Testing Webhook Event
      • Embedded Applications in Agency Handy
      • Files
        • Manage Files in Order Task
        • File Feedback
      • User Policy of AgencyHandy
      • Settings
        • Setting Up Profile
        • Manage Subscription
          • Viewing Plan Summary
        • Redeem Promotion Code
      • API Integration Guide
        • 🚀 Create a New Lead Using API
        • 👨‍🔬Create a New Client
  • French
    • Guide d'utilisation d'AgencyHandy – Pour les agences
      • Présentation d’AgencyHandy
        • Pourquoi choisir AgencyHandy ?
        • À qui s’adresse AgencyHandy ?
        • Quels sont les avantages d’AgencyHandy ?
        • Qu’est-ce qui distingue AgencyHandy des autres solutions ?
        • Plans et Tarifs – AgencyHandy
      • Inscription – AgencyHandy
      • Vérification de compte – AgencyHandy
      • Connexion – AgencyHandy
      • Accès à l’interface principale – AgencyHandy
      • Configuration de l’Espace de Travail – AgencyHandy
        • Configurer les Paramètres Généraux – AgencyHandy
        • Configurer l’Apparence – AgencyHandy
        • Configurer un Domaine Personnalisé – AgencyHandy
          • Hébergement d’AgencyHandy avec Cloudflare – Guide Complet
          • Hébergement d’AgencyHandy avec Namecheap – Guide Complet
        • Gestion des Taux de Taxe
      • Configurer le Portail de Connexion – AgencyHandy
      • Configurer les Emails – AgencyHandy
        • Configurer une Adresse Email dans AgencyHandy – Guide Étape par Étape
        • Configurer SMTP dans AgencyHandy – Guide Complet
        • Configurer les Modèles d’Email – AgencyHandy
        • Envoyer un Email de Test – AgencyHandy
      • Réinitialiser le mot de passe – AgencyHandy
      • Créer et Gérer Plusieurs Espaces de Travail – AgencyHandy
        • Créer un Nouvel Espace de Travail dans AgencyHandy – Guide Étape par Étape
        • Supprimer un Espace de Travail dans AgencyHandy – Guide Complet
      • Fonctionnalité “Services” – AgencyHandy
        • Créer un Service avec Plusieurs Forfaits, Tâches Par Défaut & FAQ – Guide Complet (AgencyHandy)
        • Modifier/Mise à jour d’un Service
        • Supprimer un Service
        • Configuration des Add-ons dans les Services – AgencyHandy
        • Options de Tarification Multiple & Forfaits Multiples – Guide Complet (AgencyHandy)
        • Créer un Groupe de Services Multiples – AgencyHandy
        • Configuration des Services – AgencyHandy
        • Définir une Période d’Essai pour un Service – AgencyHandy
        • Définir des Tâches Par Défaut pour un Service – AgencyHandy
        • Configurer des Frais de Mise en Service (Setup Fee) – AgencyHandy
        • Système de Coupons – AgencyHandy
        • Fonctionnalité Portfolio – AgencyHandy
        • Fonctionnalité Avis Utilisateur (User Review) – AgencyHandy
      • Fonctionnalité CRM – AgencyHandy
        • Fonctionnalité Clients – AgencyHandy
          • Créer un Profil Client – AgencyHandy
          • Importer des Clients – AgencyHandy
          • Exporter des Clients – AgencyHandy
          • Configuration Client – AgencyHandy
          • Modifier un Profil Client – AgencyHandy
          • Supprimer un Profil Client – AgencyHandy
          • Gérer les Commandes Récentes d’un Client – AgencyHandy
          • Gérer les Tickets Récents d’un Client – AgencyHandy
          • Gérer les Factures Récentes d’un Client – AgencyHandy
          • Créer un Groupe de Clients – AgencyHandy
        • Gestion des Prospects (Lead Management) – AgencyHandy
      • Commandes (Orders) – AgencyHandy
        • Créer une Commande – AgencyHandy
        • Modifier / Mettre à jour une Commande – AgencyHandy
        • Créer des Tâches dans une Commande – AgencyHandy
          • Gestion de la Fenêtre Modale de Tâche / Page d’Activité – AgencyHandy
          • Modifier une Tâche dans une Commande – AgencyHandy
          • Supprimer une Tâche d’une Commande – AgencyHandy
        • Créer une Commande Manuelle pour des Services Non Publiés – AgencyHandy
        • Création de Tâche par le Client – AgencyHandy
        • Prise en charge des modules complémentaires dans les commandes manuelles
        • Supprimer une commande
      • Abonnement
        • Gestion des abonnements & facturation récurrente dans Agency Handy
        • Cas d’usage communs — Gestion des abonnements dans Agency Handy
        • Génération Automatique de Factures
        • Filtrage, Recherche et Tri des Abonnements
        • Rappel d’Abonnement dans AgencyHandy
        • Comment Stripe Génère les Paiements d’Abonnement pour Agency Handy
        • Comment PayPal Génère les Paiements d’Abonnement pour Agency Handy
      • Formulaires
        • Formulaire de Commande
        • Formulaire de Prise d'Informations (Intake Form)
        • Formulaires Publics
      • Proposition
        • Tableau de bord des propositions
          • Envoyer une proposition
          • Accepter une proposition
          • Rejeter une proposition
        • Envoyer une proposition avec un forfait spécifique
      • Tickets
        • Tableau de bord des tickets
          • Créer un ticket
          • Modifier un ticket
          • Supprimer un ticket
      • Équipes
        • Tableau de bord de l’équipe
          • Inviter et Ajouter un Membre de l’Équipe
          • Définir les Rôles et Permissions pour les Membres de l’Équipe
        • Supprimer un Membre de l'Équipe
      • Facturation & Gestion des Factures
        • Tableau de Bord des Factures
          • Paramètres des Factures
            • Préfixe de Facture
          • Créer une Facture
          • Modifier une Facture
          • Supprimer une Facture
          • Télécharger / 🖨️ Imprimer une Facture
          • Envoyer une Facture à un Client
          • Exporter des Factures
        • Support de Wise dans les Factures d’Abonnement Manuel
        • Rappel de Facture
      • Intégration
        • Intégration de Stripe
        • Configuration de PayPal
        • Gestion des Webhooks
          • Comment créer et utiliser un Webhook
          • Authentification des Webhooks
          • Tester un Événement Webhook
      • Applications Intégrées dans Agency Handy
      • Fichiers
        • Gérer les fichiers dans les tâches liées à une commande
        • Commentaires sur les Fichiers
      • Paramètres
        • Configuration du Profil
        • Gérer l’Abonnement
          • Voir le Résumé du Plan
        • Utiliser un Code Promotionnel
  • FAQ
    • Workspace Config - Set up General Settings
    • Workspace Config - Appearance Settings
    • Workspace Config - Custom Domain Setup
    • Workspace Config - Sign-In Portal Customization
    • Workspace Config - Sign-Up Portal Customization
    • Workspace Config - Email Configuration
    • Tax Rates
    • SEO Portal
    • Multiple Workspaces
    • Creating a Service with Multiple Packages
    • Creating a Service with Multiple Packages, Default Tasks
    • Edit/Update a Service in AgencyHandy
    • Add-on Setup in Services
    • Multiple Pricing and Multiple Packages
    • Create Multiple Service Groups
    • Service Configurations
    • Setting the Trial Period for a Service
    • Setting Default Tasks for a Service
    • Setting up a Setup Fee
    • Coupon System
    • Portfolio
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  1. FAQ

Creating a Service with Multiple Packages

FAQ - Creating a Service with Multiple Packages in AgencyHandy

1. What is the purpose of creating a service in AgencyHandy?

Creating a service in AgencyHandy allows you to showcase your offerings to clients, enhancing visibility and simplifying service management.

2. Who can create a service in AgencyHandy?

Only Super Admins and Admins with proper permissions can create and manage services in AgencyHandy.

3. How do I access the service creation feature in AgencyHandy?

Log in to your AgencyHandy account, navigate to the Services section from the left column, and click the Service button.

4. What information is required when creating a new service?

You need to provide a Service Name, Cover Image, Description, and Pricing Options during the initial setup.

5. Can I upload a cover image for my service?

Yes, you can upload a cover image (PNG, JPG, JPEG format) with a maximum size of 5 MB.

6. What are the available pricing options for services?

You can set up One-Time Payment or Recurring Payment options, and specify the billing frequency for subscriptions.

7. Is it possible to create multiple packages for a service?

Yes, you can create up to five packages for each service to offer clients different levels of features and pricing.

8. How do I define the duration of a package?

During package setup, you can specify the duration (e.g., days, weeks, months, or years) to match your service delivery schedule.

9. Can I add a trial period to a package?

Yes, you can enable a trial period for each package by clicking the Add Trial Period button during setup.

10. What is the purpose of default tasks in a service?

Default tasks allow you to pre-define standard activities or deliverables associated with the service, ensuring consistency.

11. How do I add default tasks to my service?

During the Creating Service step, click on the Default Task button to add default tasks.

12. Is it mandatory to add FAQs while creating a service?

No, adding FAQs is optional, but it is recommended to help clients understand your service better.

13. Can I create an intake form while setting up the service?

Yes, you can create a new intake form or select an existing one during the Add Intake Form step.

14. What happens if I skip the intake form setup?

If you skip the intake form step, you can still create the service, but client information collection will need to be done separately.

15. How do I publish my service after setup?

After completing the service setup, click the Publish button to make it live and visible to clients.

16. Can I edit my service after it's published?

Yes, you can always go back to the Services section and edit your service details, packages, and tasks.

17. Is there a limit to how many services I can create?

AgencyHandy does not limit the number of services you can create.

18. How do I organize multiple packages under one service?

While setting up your service, click the + Add More Packages button and enter the details for each package to keep them organized.

19. Can I delete a package after it's been published?

Yes, you can delete or edit a package at any time from the Services section in your dashboard. But look for any ongoing orders before deleting a service, as you have to complete them first.

20. What if I want to add more than five packages to a service?

Currently, AgencyHandy allows a maximum of five packages per service. For more packages, consider splitting the service into different offerings.

21. Is it possible to clone a service with its packages and tasks?

At the moment, AgencyHandy does not support direct cloning of services. Each service needs to be created independently.

22. Will my service be visible to clients immediately after creation?

No, you need to click the Publish button after setup to make it visible to clients.

23. Can I change the currency type after creating the service?

Yes, you can update the currency type by editing the service details in the Services section.

24. Is there an approval process before a service goes live?

No, once you hit the Publish button, the service becomes live instantly.

25. What should I do if I encounter errors while creating a service?

If you face errors, double-check the form fields for missing information or incorrect formats, and ensure you are logged in with admin permissions.

26. Can I hide a service without deleting it?

Yes, you can unpublish a service if you wish to temporarily hide it from clients.

27. How do I handle price changes for existing packages?

You can edit the package pricing anytime through the Services section in your dashboard.

28. Are clients notified when I update a service?

Clients are automatically notified when a service is updated through notification.

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Last updated 9 days ago

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