Facility: Grouping Services

Many facilities offer an array of Main and Add-On services that can include daycare, boarding, grooming, etc. Managing so many different services can be a challenge for both the business and your clients. In Facility, we make the process easier with our Grouping Services feature.


Grouping Services

Grouping services happens directly in your Main Services and Add-On Service Lists. To create your first Group, just look for the "Add Group" button found at the top of the screen.

When creating a new group, you will be prompted to give your group a name (like Daycare or Boarding) and include at least one service to be associated with that group.

After you have created your groups, you can easily move services between groups by dragging and dropping; you can do so by clicking on the crosshair icon, holding, and then dragging to the desired location.

When requesting services through their client portal, clients will see your services listed under the groupings for the selected Service Type (Same Day or Overnight) you have chosen for them.


Reordering Groups

You can reorder entire groups by clicking the dropdown arrow next to "Add Group":

You can then drag and drop your groups to reorder them to your liking by clicking on the crosshair icon, holding, and then dragging to the desired location:

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