How to Copy a Service Plan From a Previous Service

Copying a service plan from a previous service is simple. Use the Edit Multiple Services feature that allows you to view multiple services side-by-side, then click and drag service plan items between the services.

If your services have similar service plans every Sunday, you can create a template using service types, and the service plan would be automatically filled in each time you create a new service.

Last Updated: 31st August, 2015