How to create a package

INTENDED SEARCHES: add package, create package, package service, package deposit

A package groups services or service items together so they can be sold or added more efficiently.

Steps:

1. Open the Packages area.

2. Select the option to create a new package.

3. Enter the package name.

4. Add a description.

5. Add an image if needed.

6. Set package status if available.

7. Enter package price if the package has a set price.

8. Add deposit requirement if the package requires a deposit.

9. Choose deposit type and deposit amount or value if applicable.

10. Add the services or service items included in the package.

11. Review quantities, hours, rates, dates, and price.

12. Save the package.

Fields you may see:

- Name.

- Description.

- Image.

- Status.

- Price.

- Renewal date.

- Renew services.

- Deposit required.

- Deposit type.

- Deposit value or amount.

- Service type.

- Start date and end date.

- Quantity.

- Hours.

- Rate.

- Price.

Why this matters:

Packages save time when selling groups of services and help keep repeated offerings consistent across customers and estimates.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.