What is the Service Bundles block?

Service Bundles allow you to pre-configure a list of services that you can quickly add to a client. Each bundle you create can be configured with any number of services and will be selectable on each client's Notes and Services page.

1. At the top of the Service Bundles block, you will see a list of your bundles each with its own tab. By clicking the down arrow icon on the far right of any tab, you can expand a bundle and make edits and add services to the bundle.
2. To add a new tab, click in the field labeled "Enter New Service Bundle Name" and type the name you want to give your new bundle.
3. Once you have typed a name, click the "+" icon to the right to confirm and add your bundle.

Once a bundle has been created, you can expand its tab (see step 1 above) to add services to, rename, or delete the bundle.

1. The same button used to expand the tab is also used to collapse the tab.
2. In this field, you can edit the name given to your bundle.
3. Click on the field labeled "Enter Service to Add to Bundle" and begin typing. This will bring up a list of services available from your agency. 
4. Clicking the red trash can icon will delete the bundle.