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Assigning a service to a client
Assigning a service to a client

How to add, change or remove a service from a client

Olivier Mills avatar
Written by Olivier Mills
Updated over 2 years ago

To assign a service to your client, you must first setup your services. Please check out this article for more information: Setting up your services

  1. Select Clients on the left-hand tool bar.

  2. On the client list, select the client for which you will be updating their services.

  3. Click Add a service/package.

  4. You can select one or multiple services for the client.

  5. Click SAVE

  6. You will now be looking at the client's profile and the selected services will be displayed.

  7. The services will also be listed on the client list.

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