Adding Custom Services

Custom services are designed for you as an agency to add services outside of any fulfillment services you may have with us. This is so you can holistically track all services you are providing for a client to truly measure your monthly ROI. So even if you don't have a fulfillment order you can still add custom services to any client record. 

1. Go To Your Client Center Tab

2. Click on the client to open client details

3. From the client details page click "Add Your First Service"

4. Fill out service details to add to your client

5. Click Add Custom Service To Client

From here the page will dynamically refresh to show your new service.

Note: it is important to add what you are charging this client so the system can provide you updates on the monthly ROI for this client. 

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