"How-to" Frequently Asked QuestionsBack to More How-to FAQs
STEP 1: Log in to Your Control Panel
STEP 2: Click on the "Services & Rates" Page
STEP 3: Add, Edit, Reorder, or Delete Services
The services are managed much like their own separate pages. You can edit a service by clicking the page name text, turn the visibility on or off by toggling the on/off button, add a new service by clicking the "Add a Service to this Page" Button, or drag-and-drop services to reorder them on the page. There is also a delete link to completely remove a service from the list.
This setup allows our software to neatly format all your services into a single page, while giving you the power to manage them separately.
Adding a Service
After clicking the "Add a Service to This Page", you can select a service you provide from the drop-down menu. We have many common services in our list, which gives you a starting point from which to work. If you do not see a service you provide, and want to write your own description, choose the first option "Other Modality (Write Your Own)". Remember - you can edit the name of a service in our list, or its description after you add it - we just want to give you a starting point.
Click "Save Changes" after you select the service you want from the drop-down menu.
Editing a Service
After clicking the service name text, you can edit the name of the service, add an optional billable rate, and edit the description.
STEP 4: Save Your Changes
Now click the green "Save Changes" button at the bottom of the page.