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.

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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.

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3. What details can I modify in an existing service?

You can update the service title, description, package pricing, availability, images, and additional info.

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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.

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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.

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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.

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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.

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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.

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9. How do I save changes after editing the service?

Once you finish editing, click the "Update" button to save all changes.

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10. Will the updates reflect immediately after saving?

Yes, all changes will reflect immediately once saved.

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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.

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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.

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13. Can I modify the service description during editing?

Yes, you can update the service description to reflect new offerings or improvements.

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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.

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15. Can I update the duration of the service while editing?

Yes, you can adjust the duration settings during the editing process.

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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.

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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.

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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.

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19. Is there a log of changes made to a service?

Currently, AgencyHandy does not provide a version history or change log for services.

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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.

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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.

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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.

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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).

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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.

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25. Can I edit the service name after publishing?

Yes, the service name can be edited at any time, and it will reflect immediately.

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26. Do I need to republish the service after editing?

No, the service remains live. All changes are automatically applied without republishing.

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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.

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28. Can I update the FAQ section during service editing?

Yes, you can add, remove, or modify FAQs associated with the service.

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29. Will clients see the edits in real-time?

Yes, once saved, the edits are visible to clients in real-time.

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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.

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31. Can I remove the intake form during service editing?

Yes, you can unlink or remove the intake form during the editing phase.

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32. Will updating a service affect its linked projects?

No, editing a service will not impact ongoing projects linked to it.

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33. Can I temporarily disable a service during editing?

Yes, you can unpublish it while making edits and republish it when ready.

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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.

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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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