Services Settings

The Services Settings page allows Provider Administrators to view all services, search for or filter for specific services, and add/edit/archive/delete services. 

To access the Services Settings page, click on Services in the left-hand navigation menu. 

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Table of Contents

View Active Services

By default, the Services list shows all services with an Active status, which are currently enabled.

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Search Bar

Provider admins can search for a specific service in the list by typing in the Search bar. 

Click on the Search icon to bring up the Search bar

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  • For example, type "General" in the Search bar. 
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To bring back the full list, click the x in the Search bar or click Clear All to remove all filters. 

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View All Services

To view All Services (including Draft and Inactive Services), click on the Filter icon and apply the appropriate filters. 

Filters

To view additional filter options, click on the Filter icon.Filter icon.png

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  • Search: This can be used to filter for a specific Service name by typing in the Search bar.
  • Status: This can be used to filter by Status by typing in the Status bar. 
    • Alternatively, click on Select all or individually select Draft, Active, and/or Inactive (Archive).
  • Service Type: This can be used to filter by Service Type by searching in the Service Type bar. 
    • Alternatively, click on Select all or individually select In-person Legal Appointments or Virtual Legal Appointments.

Click Filter at the bottom to apply the filters. 

Add Service

To create a new service, click on Add Service.

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Type out the Service Name and select the Active status from the dropdown. 

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Type out to search or select the correct category from the dropdown.

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Add a description under Service Description.

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Clients Per Session

Under Clients Per Session, type out the number of people that can attend during a single time/session.

Under Duration, type out the total duration in minutes. 

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Click Create to save. 

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Click on Edit Service to make changes to the newly created service or click on Back to Services to return to the Services list.

Edit Service

To edit a Service, click on any Service Name in the list or click on the three dots to the right of the status and click on Edit.

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Edit any of the fields to make any necessary changes. 

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Click Save changes. 

Archive Service

To edit a service's status, click on Active or on the three dots to the right of the status. 

Click on Edit Status.

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Select Inactive (Archive) from the Status dropdown.

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Click Submit to save.

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Delete Service

To delete a Service, click on the three dots to the right of the status and click on Delete Selected.

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Click Delete to confirm. 

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