> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Agency Services Overview: Catalog, Types, and Features
> Learn how AgencyHandy services work: billing types, packages, add-ons, coupons, portfolios, intake forms, and client purchase options.
Services in AgencyHandy are the offerings you package, price, and sell to your clients — everything from a one-time website audit to a recurring monthly SEO retainer. The Services section acts as your agency's product catalog: you define what you sell, how it's priced and delivered, and what clients see when they browse and purchase. Everything from intake forms to portfolio samples to discount coupons lives here.
## Service Types
AgencyHandy supports two distinct billing models. You choose the type when you first create a service, and it determines how pricing, billing cycles, and checkout behavior work.
Clients pay a single flat fee to receive the service. Ideal for deliverables like logo design, website builds, audits, or any project with a clear start and end.
Billing repeats automatically on a schedule you define — weekly, monthly, annually, or custom. Ideal for retainers, ongoing content creation, managed services, or SaaS-style offerings.
The service type cannot be changed after the service is created. If you need to switch a service from one-time to subscription (or vice versa), you'll need to create a new service.
## Packages (Pricing Tiers)
Every service supports up to **five packages**, letting you offer tiered pricing — for example, Basic, Standard, and Premium — within a single service listing. Each package has its own name, price, delivery time, deliverables list, and default tasks. You can mark one package as **Most Popular** to highlight it visually in the client portal.
Packages are also drag-sortable, so you can control the order in which they appear to clients.
## Service Groups
You can organize services into groups to keep your catalog tidy as it grows. Groups act like folders in your service list, making it faster for both your team and your clients to find the right offering.
## Add-Ons
Add-ons are optional extras that clients can select during checkout alongside a primary service — think of them as upsell line items. You create add-ons separately under **Services → Add-Ons** and then attach them to an order form. Add-ons support both one-time and subscription billing, and each add-on is tracked as a separate order for clear delivery management.
Add-ons are a powerful way to increase average order value without creating entirely new service listings. Examples: *Rush Delivery*, *Extra Revision Round*, or *Monthly Performance Report*.
## Service Purchase Redirection
When a client completes a service purchase, you can configure where they land next. Options include redirecting to a custom URL (such as an onboarding page or a thank-you page) or staying within the AgencyHandy portal. Configure this per service to create a seamless post-purchase experience.
## Portfolio Attachment
Attach relevant portfolio categories to any service so clients browsing your catalog can see real examples of your past work. You can link an existing portfolio category or create a new one directly from the service editor. A strong portfolio builds trust and reduces pre-sales hesitation.
## Intake Forms
Attach an intake form to a service to automatically collect the information you need from a client before work begins — for example, brand guidelines, access credentials, or project goals. Intake forms appear during or after checkout and feed directly into the order workspace.
## User Reviews
Clients can leave reviews on services they've purchased, giving future buyers social proof and giving you feedback to improve your offerings. Reviews are visible on the service listing in the client portal.
## Coupons and Discounts
The Coupon System lets you create targeted discount codes to attract new clients or reward existing ones. Coupons support:
* **Percentage-based** discounts (e.g., 20% off) — up to 100%
* **Fixed-amount** discounts (e.g., \$50 off)
* **Service-specific** application — attach a coupon to one service or many
* **Usage limits** — control how many times a code can be redeemed in total or per customer
* **Expiration dates** — set a date after which the code no longer works
* **Duration options** — apply the discount forever, once, or for a set number of billing cycles
Clients enter coupon codes at checkout, and multiple valid coupons can be combined. Discounts appear in the order summary before the client confirms payment.
Deleting an active coupon immediately removes the discount from all future billing cycles on subscriptions that are using it. Notify affected clients before deleting, and wherever possible, time deletions to coincide with the end of a billing cycle.
## Managing Your Service Catalog
From the Services list you can:
* **Publish or unpublish** services — published services are visible to clients; unpublished ones are saved as drafts
* **Edit** any service to update pricing, descriptions, or packages
* **Delete** services you no longer offer
* **Duplicate** a service as a starting point for a similar offering (where available)
Step-by-step guide to building a service from scratch — including packages, default tasks, FAQs, and publishing.
How to create optional add-ons and attach them to your order forms for upselling at checkout.
## Who Can Manage Services
| Role | Permissions |
| --------------- | ------------------------------------------------------- |
| **Super Admin** | Full create, edit, publish, delete access |
| **Admin** | Full create, edit, publish, delete access |
| **Other roles** | Read-only unless granted service permissions explicitly |