Service Types: What They Are and How to Create Them

This article explains how to create the different types of services that a service provider may supply.

Service types indicate how a service is presented. For example, you might offer a plated lunch and also a buffet lunch. Service types are a kind of resource associated with a service description resource group.

Examples of service types for a catering service provider:

  • Breakfast - Served, Lunch - Served, Dinner - Served  
  • Breakfast - Buffet, Lunch - Buffet, Dinner - Buffet 
  • Lunch - Boxed
  • Reception
  • Picnic
  • Refreshments

Examples of service types for an AV provider:

  • Deliver
  • Deliver and Setup

To create services types:

  1. Go to Settings > Resource Groupings
  2. Click Add Resource Grouping.
  3. Type the name (like Catering Service Types).
  4. Select Service Description as the type. 
  5. Click Save.  Note: You only need one grouping record, not one group for each type of service.
  6. Go to Settings > Resources.
  7. Click Add Resource.
  8. Type the name (like Plated Lunch), and notes if appropriate.
  9. Select the resource grouping you created previously.
  10. Select the service provider.
  11. Click Save.

Watch this video to see how to create service types:

Resources - Service Types

 

See how to setup resources here.