Set up service templates
Service templates let you specify default information, such as rates, surcharges, and assigned staff, that makes it easy to quickly add services for clients without duplicating data entry.
If you plan to use service categories to group similar types of work, you'll need to set those up before completing the following steps.
- Select .
- SelectAdd.
- Enter anIDand name for the template.
- Fill out the rest of the fields on the page, and then selectSave.
Mark the
Is default for new clients
checkbox to make this the default service for any new clients you add.
