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Working with packages

How to group your services into a package with a custom fee

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

First, make sure you have set up any service you want to group into a package. (See the article on how to set up services here)

Click the “add” drop down on the top right to show the list and select “package”. Name your package and click the check mark to save it.

Your new package will appear as a tab and in the list of services you offer

Fill in the information in the form, including what tabs you want to show when you assign that package to a client and your fee and invoice schedule.

When you are done, hit save.

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