How to Add, Edit, and Delete Services in Bizman
Services represent specific offerings provided by an organization to its clients, tailored to address their unique requirements and drive successful outcomes. Examples include SEO services, CRM implementations, or any other specialized solutions your organization delivers. Managing these services effectively is crucial for streamlined operations, client satisfaction, and project success.
In the Bizman platform, users with the Add Services, Edit Services, and Delete Services permissions, can efficiently create and modify service entries. This guide walks you through the process of adding, modifying, and deleting services within the Bizman platform, ensuring you can fully leverage this feature to enhance client collaboration and operational efficiency.
Where to Find Services in Bizman
In Bizman, ‘Services’ can be found within the ‘Management’ section, which is accessible from the main menu on the left side of the tool. To access the Services section:
- Navigate to the side bar menu.
- Select “Management.”
- From the Management section, click on “Services.”
You will be directed to the Services page, which displays a comprehensive list of service names accompanied by corresponding images. These visual cues provide quick recognition and enhance navigation. The Actions column allows for editing or deleting existing services.
How to Add a New Service
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Locate the 'Add Services' Button
On the Services page, find the Add Services button positioned prominently in the upper-right corner. Click this button to begin adding a new service. -
Enter Service Details
- Service Name: Provide the name of the service you want to add.
- Service Image: Upload an image to represent the service. This is a required field and plays a key role in visual identification, making the service easily recognizable to users.
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Confirm the Addition
Once all required fields are completed, click OK to save the new service. The service will now appear in the list with its name and accompanying image.
Ensuring all services are accurately named and visually represented is key to creating a more intuitive and efficient user experience. This approach supports better organization, quick recognition, and a deeper understanding of the services your organization offers.
Streamlining Service Management in Bizman
Bizman is designed with simplicity and efficiency in mind, making it easy to manage your services. To edit or delete a service, navigate to the Actions column on the Services page and click on the three-dot icon next to the desired service.
Editing or Deleting a Service
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To Delete a Service:
- Click on the three-dot icon under the Actions column.
- Select Delete from the dropdown menu.
- Confirm the deletion by clicking OK.
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To Edit a Service:
- Use the same three-dot menu under the Actions column.
- Choose Edit, modify the service details, and save your changes.
Adding Services During Client Setup
As part of the account setup process, adding services is a key step. When onboarding a new client, you will assign the specific services your organization offers to that client. This ensures seamless integration of service offerings and helps maintain a clear record of client-specific services within the Bizman platform.
Conclusion: Simplify and Enhance Your Service Management Process
Bizman's intuitive interface and streamlined features make managing services straightforward and efficient. Whether you’re adding, editing, or deleting services, the platform makes it quick and easy to execute these actions. Integrating service management into client setup further enhances organization and operational clarity, enabling your team to provide tailored solutions with confidence.
With Bizman, service management is no longer a tedious task but a seamless process that supports productivity and improves client collaboration. Leverage this tool to keep your service page updated and aligned with your business objectives.