Create new service package
How to fill out and submit the Service Manager form that adds a new service package, including the optional AI drafting panel.
Create a New Service Package
This screen lets you add a new service package to your Service Manager catalog: the offerings your business sells that customers or staff can book. You reach it from the sidebar (Service Manager > "Create new service package") or from the "Create Service Package" tile on the Service Manager dashboard.
What you can do here
- Enter the core details: Service Name (required), a Cover Photo, a Category, and Service Details.
- Set a Service Code yourself, or leave it blank and NuForce fills one in automatically.
- Add pricing and policy details: Discount (this applies to every order of this service, so set it with care), Default Label, Minimum Partial Payment, Cancellation Fee, and any Terms and Policies to attach.
- Turn "Available for order" on or off to control whether the service can be booked right away.
- Open "Draft with AI" and describe the service in your own words, for example "weekly lawn mowing, about $45." NuForce AI fills in fields for you to review. Nothing is saved until you press Submit.
Steps
- Go to Service Manager > "Create new service package" in the sidebar, or open the "Create Service Package" tile on the Service Manager dashboard.
- Optional: expand "Draft with AI," describe the service, and click "Draft & fill" so NuForce AI suggests values for the fields.
- Enter the Service Name, and add a Cover Photo and Category if you have them.
- Fill in Service Details, and set Service Code, Discount, Default Label, Minimum Partial Payment, or Cancellation Fee as needed.
- Attach any Terms and Policies that should apply to this service.
- Set "Available for order" to match whether the service should be bookable now.
- Click Submit to create the package. You're taken back to the Services list, where the new package now appears. Use Back to leave without saving, or Reset to clear what you've entered on this screen.
Related
- /help/service-manager/services
- /help/service-manager/service/detail
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