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.