Overview
Setting up sub-services within ClientPoint allows you to break down larger services into more detailed categories, improving organization and streamlining workflows. Sub-services are a useful tool for businesses that offer a variety of offerings within a broader service category. By categorizing these offerings, you can provide more personalized and relevant ClientPoints to your clients, making your operations more efficient.
Steps to Set Up Sub Services
Follow these simple steps to set up your sub-services in ClientPoint:
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Access the Admin Panel:
- Start by clicking on "Settings" to enter the admin section of your ClientPoint dashboard.
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Navigate to Categorization:
- Once in the settings menu, select "Categorization" from the options.
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Choose the Sub Services Tab:
- In the Categorization section, you will find a tab labeled "Sub Services". Click on it to proceed with the setup.
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Add New Sub Services:
- Click on the "Add Sub Service(s)" button to start adding sub-services.
- Enter the names of the sub-services you want to create, ensuring that each sub-service is placed on a new line for clarity.
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Select the Main Service:
- After adding the sub-service names, you will be prompted to choose the main service under which these sub-services will be categorized. This ensures the sub-services are linked to the appropriate broader service category.
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Submit the Changes:
- Once all the sub-services are added and the main service is selected, click "Submit" to save your settings.
Why Set Up Sub Services?
Setting up sub-services helps you:
- Organize Offerings: Grouping related services under broader categories makes it easier to manage and find specific offerings.
- Enhance Customization: By breaking down services into sub-services, you can better tailor ClientPoints to client needs.
- Improve Efficiency: Organizing your offerings into sub-services reduces confusion and streamlines the process for both your team and clients.
Conclusion
Sub-services within ClientPoint provide a structured and organized way to manage a wide range of services, making it easier to allocate and track tasks based on specific service areas. By following the simple steps outlined above, you can enhance the customization of your ClientPoints and improve overall operational efficiency.
For additional help or troubleshooting, please contact support@clientpoint.net.