Edit/Update a Service in AgencyHandy
FAQ - Edit/Update a Service in AgencyHandy
1. Who can edit or update a service in AgencyHandy?
Only Super Admins and Admins with the necessary permissions can edit or update services.
2. Where do I find the option to edit my services?
Log in to your AgencyHandy account, navigate to the "Services" section from your dashboard, and locate the service you want to edit.
3. What details can I modify in an existing service?
You can update the service title, description, package pricing, availability, images, and additional info.
4. Can I change the currency of the service while editing?
No, the currency type is fixed during the initial setup. If you need a different currency, you have to create a new service.
5. Is it possible to update the cover image of the service?
Yes, you can upload a new image during the editing process to enhance the service listing.
6. How do I initiate the editing process?
Click the 3-dot button next to the service listing, then click the "Edit" option from the menu.
7. Will clients be notified if I update the service details?
No, clients are not automatically notified. It is recommended to inform them manually if changes are significant.
8. Can I add more packages to a service during editing?
Yes, you can add more packages to the service if it has not yet reached the maximum limit of 5 packages.
9. How do I save changes after editing the service?
Once you finish editing, click the "Update" button to save all changes.
10. Will the updates reflect immediately after saving?
Yes, all changes will reflect immediately once saved.
11. Can I delete a package while editing the service?
Yes, you can remove a package during the editing process without affecting the main service.
12. Is there an option to preview changes before saving?
Currently, there is no dedicated preview option, but you can view the changes directly on the dashboard once updated.
13. Can I modify the service description during editing?
Yes, you can update the service description to reflect new offerings or improvements.
14. What happens if I close the edit window without saving?
If you close the window or navigate away, any unsaved changes will be lost.
15. Can I update the duration of the service while editing?
Yes, you can adjust the duration settings during the editing process.
16. Will changes in service pricing affect existing clients?
No, existing clients under a subscription will not be affected. Only new purchases will reflect the updated pricing.
17. Can I edit the tasks associated with the service?
Yes, you can add, remove, or modify default tasks associated with the service during editing.
18. How do I confirm that my changes are saved successfully?
After clicking "Update," you will see a confirmation message indicating that the service listing has been successfully updated.
19. Is there a log of changes made to a service?
Currently, AgencyHandy does not provide a version history or change log for services.
20. Can I undo changes after clicking 'Update'?
No, once you click "Update," the changes are saved permanently. You would need to manually revert them if needed.
21. How do I update media files like images in the service?
During editing, you can replace existing media files by uploading new ones directly.
22. Can I set a different trial period when editing the service?
Yes, you can adjust the trial period of the service during the editing phase.
23. What happens if I exceed the image upload size limit during editing?
The platform will not accept the image. Ensure it is under 5 MB and in the correct format (PNG, JPG, JPEG).
24. How do I unpublish a service during the editing process?
You can toggle the "Publish" option off during editing if you want to temporarily hide the service.
25. Can I edit the service name after publishing?
Yes, the service name can be edited at any time, and it will reflect immediately.
26. Do I need to republish the service after editing?
No, the service remains live. All changes are automatically applied without republishing.
27. Is it possible to archive a service instead of deleting it?
Currently, AgencyHandy only supports publishing, unpublishing, or deleting services. Archiving is not available.
28. Can I update the FAQ section during service editing?
Yes, you can add, remove, or modify FAQs associated with the service.
29. Will clients see the edits in real-time?
Yes, once saved, the edits are visible to clients in real-time.
30. Can I edit the tags or categories for the service?
Yes, you can update the tags or categories to improve search visibility during the editing process.
31. Can I remove the intake form during service editing?
Yes, you can unlink or remove the intake form during the editing phase.
32. Will updating a service affect its linked projects?
No, editing a service will not impact ongoing projects linked to it.
33. Can I temporarily disable a service during editing?
Yes, you can unpublish it while making edits and republish it when ready.
34. What if I want to revert back to the old details after updating?
You would need to manually re-enter the previous details, as there is no revert option.
35. Are service updates synchronized with client portals automatically?
Yes, any update to the service is reflected in the client portal automatically.
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