To access the Price Book feature, click “Price Book” from the top main navigation on your web portal’s main dashboard.
How to add a service
From the “Services” option in the left menu column, click the dropdown icon.
Click the industry you want to add the service for if you have multiple industries.
From the industry menu, click the category you want to add a service for. Within the category, you will see a full list of services available.
To add a new service, click the “+SERVICE” button on the top right corner.
You’re then able to add the following fields to this new service:
Service name
Description
Service cost
Service price
Unit
Whether the service is taxable
Whether the service is offered through Online Booking
Add materials to this service
Image of the service
When you finish filling out the fields. Click the “SAVE” button on the top right corner to save.
Note that you can also copy an existing service from the list of services in your price book. Click the more menu in the service row and select 'Copy'. This will create an exact copy of the service with Copy in the title.
How to edit a service
From the Custom Services page, find the service you want to edit, then click the 3-dots icon on that service.
From there, you’re able to edit these fields below:
Service name
Description
Service cost
Service price
Unit
Whether the service is taxable
Whether the service is offered through Online Booking
Add materials to this service
Image of the service
How to delete a service
From the Custom Services page, find the service you want to edit, then click the 3-dots icon on that service.
From the dropdown options, choose “Delete”.