What is a Service Item Group?

Modified on Wed, 09 Nov 2022 at 09:05 AM

Service Item Groups combine service items to subtotal revenue for services in a specific category in the Schedule Stats Report and to filter your schedule to view only items in a certain group, such as training or vacation care.

For example, you might have 10 service items for various dog walking services, 15 min, 30 min, etc. You can view the total value from dog walking services, in the Schedule Stats Report, if you assign them all to the service item group.

See Managing Service Item Groups to learn how to create, edit, order and delete groups.

Tip: You can also choose to apply a Schedule Color to each service item in the group so they clearly look like they belong together in your Schedule. See Changing the Color of a Service Item to see how to do this.

Grouping and applying an order to services also makes requesting services easier for the client to select the service they want in the Portal.

Note: After you create your Service Item Groups, you need to Assign Services to the groups.