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Creating Packages of Items and Services

 

If there are several services or items you would like to bundle together, you can create a package.

To create a package you will click the “Resources” tab and click “Items & Services

 

 

 

Next, you will click the “Packages” tab

 

 

 

Next click the green “+ Items Package” button then click “New Items Package

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You will then see the page to fill out the package name and the items you want to be included in the package.

 

To add a new item to the package, click the green “+ Add Line” button

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When finished, press the blue “Save Items Package” button

Updated on February 20, 2022

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