Creating a Service with Multiple Packages, Default Tasks
Creating a Service with Multiple Packages, Default Tasks & FAQs in AgencyHandy
Who can create a service in AgencyHandy? Only Super Admins and Admins with the necessary permissions can create services in AgencyHandy.
How do I access the service creation feature? Log in to your AgencyHandy account, navigate to the "Services" section from the left column, and click on the "Service" button to open the creation form.
What information is required to create a new service? You need to provide a Service Name, upload a Cover Image, add a Description, set Pricing Options, and define the Duration and Currency.
What are the accepted formats and size limits for the cover image? The cover image should be in PNG, JPG, or JPEG format and must not exceed 5 MB in size.
Can I set one-time and recurring payment options for services? Yes, you can specify a fixed price for one-time payments and offer subscription-based services with recurring payment options.
How do I define the duration of a service? During the service setup, you can specify the duration in days, weeks, months, or years to tailor your services accordingly.
Is it possible to create multiple packages for a single service? Yes, you can create up to 5 packages for each service by clicking the "+ Add More Packages" button.
What details are required for each package? For each package, you need to provide a Package Name, a Brief description, list up to 15 offerings, define the Duration, set the Amount, and optionally add a Trial Period.
How do I add a trial period to a package? Click the "Add Trial Period" button during package setup and specify the number of days for the free trial.
Can I add default tasks to a service? Yes, you can add default tasks by clicking the "Describe Service" button during the service creation process.
Are FAQs mandatory when creating a service? No, adding FAQs is optional, but recommended to help clients understand your service better.
How do I add FAQs to my service? Click the "+ Add Questions" button in the "Describe Service" section to add frequently asked questions.
What is an intake form, and is it necessary? An intake form is used to collect necessary information from clients before starting the service. It's optional but recommended.
How can I add an intake form to my service? Click "+ Create New Intake Form" to create a new form or select an existing one during the service setup.
What happens if I skip adding an intake form? If you skip this section, the service will still be created, but you'll need to collect client information separately.
How do I publish my service after setup? After completing all sections, activate the radio button to publish your service offerings and click the "Update" button.
Can I edit a service after it's been published? Yes, you can access the "Services" section, locate the service, click the three-dot button on the right, and choose the edit button to make changes.
Is there a limit to the number of services I can create? AgencyHandy does not impose a limit on the number of services you can create.
Can I delete a package after it's been published? Yes, you can delete a package at any time from the "Services" section in your dashboard.
What should I do 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 creating a new service.
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.
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.
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.
Is there an approval process before a service goes live? No, once you click the "Publish" button, the service becomes live instantly.
How do I handle price changes for existing packages? You can edit the package pricing anytime through the "Services" section in your dashboard.
Are clients notified when I update a service? Clients are automatically notified when a service is updated through notifications.
Can I organize multiple packages under one service? Yes, while setting up your service, click the "+ Add More Packages" button and enter the details for each package to keep them organized.
What if I want to offer both one-time and recurring payment options in a single package? Currently, each package can have either a one-time payment or a recurring payment option, not both.
Can I set different durations for each package within a service? Yes, you can define the duration for each package individually during the setup.
Is there a way to preview the service before publishing it? While there's no dedicated preview mode, you can review all the entered information before clicking the "Publish" button.
Can I duplicate an existing package to create a similar one? Currently, you need to manually enter the details for each package; duplication is not supported.
How do I ensure the service name is effective? Ensure the service name is descriptive and easy to understand for potential clients.
What are the benefits of adding FAQs to my service? Providing comprehensive answers to common questions assists clients in understanding your service better.
Can I update the intake form associated with a service after publishing? Yes, you can edit the intake form by accessing the service details and making the necessary changes.
Is there a way to categorize services for better organization? While the current setup focuses on individual services, consider using clear naming conventions to categorize them effectively.
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