How To Create A Service On SPP: A Step-by-Step Guide

How To Create A Service On SPP: A Step-by-Step Guide

Creating a service on SPP (Service Provider Pro) is straightforward and allows you to efficiently manage your services, clients, orders. Follow these detailed steps to set up a new service on an SPP account.

Steps:

Log in to Your SPP Account
Access the Services Section
Add a New Service
Fill in Service Information
Select Payment Options- One-time Service& Recurring Service
Assign a Team Member
Save the Service Information
Configure the Intake Form
Add Tasks (Optional)
Set Intake Form Rules (Optional)
Save Changes
Access Service Options
Copy the Service Link
Conclusion

Step 1: Log in to Your SPP Account

Go to the SPP Dashboard, enter your credentials and log in.

Step 2: Access the Services Section

Once logged in, navigate to the “Services” section from the dashboard.

Step 3: Add a New Service

Click on “Add Service” to start creating a new service

Step 4: Fill in Service Information

Name: Enter the name of the service.
Description: Provide a detailed description of the service.
Image: Upload an image that represents the service.
Pricing: Set the pricing for the service.

Step 5: Select Payment Options

You have two payment options for the service:

One-time Service: Choose this option if the service is a one-off purchase:

Recurring Service: Select this option for services that require recurring payments:

Step 6: Assign a Team Member

Select a team member who will be responsible for the service once an order is placed.

Step 7: Save the Service Information

After filling in all the required information, click “Save changes” to save the service.

Step 8: Configure the Intake Form

Navigate to the “Intake Form” section.
To collect client information post-payment, drag the desired fields from the right bar to the left side of the screen. These fields can include company address, phone number, zip code, etc.

Step 9: Add Tasks (Optional)

If there are any step-by-step guides or scheduled tasks associated with the service, add them in the “Tasks” section.

Step 10: Set Intake Form Rules (Optional)

Configure any specific rules for the intake form similar to the tasks setup.

Step 11: Save Changes

Don’t forget to click “Save changes” after configuring the intake form and tasks.

Step 12: Access Service Options

Go to the services page.
Click the three dots next to the service to view additional options.

Step 13: Copy the Service Link

From the options, copy the service link to share it with clients or for other purposes.

Conclusion

Creating and configuring a service on SPP is an efficient way to manage services, clients, orders, offerings. By following these steps, you can ensure that services are set up correctly and ready for client orders.