> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Custom Services

||| Slegs vennote en toesighouers kan die opstelling van die Custom dienste doen.

1. Gaan na PlanSmart
   
   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_bnmh0m.png)

2. Gaan na Custom  

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1q9ke1z.png)

3. Gaan na Setup

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_c76xy6.png)

4. Klik op "Create Services"

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_vgakb.png)

5. Gee jou "Custom Service" 'n Naam  

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_u5y2p4.png)

6. Kies tussen 'n maandelikse of jaarlikse diens  

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_b08lrb.png)

7. Klik op "Save"

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_yyrzcc.png)

8. Klik op "Allocate Services"

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1657jfi.png)

9. Kies die "Custom Service" wat jy geskep het  

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_7qgqop.png)

10. Klik op "Show Clients"

    ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_gjnnua.png)

11. Merk die kliënte vir wie jy die diens wil verskaf  

    ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_z3s9p6.png)

12. Kies die relevante gebruiker wat jy aan die kliënt wil toewys  

    ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_uotzch.png)

13. Kies die maand of dag van die maand (dit sal verander as die diens jaarliks of maandeliks is)  

    ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_15kkev9.png)

14. Klik op "Save Changes"

    ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1wo144j.png)

---

| Rapportering

1. Klik op "Monthly Services"

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_3bq7v8.png)

2. Kies watter "Custom Service Report" jy wil sien  

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_16gog7j.png)

3. Filter die verslag soos benodig  

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_dru117.png)

4. Klik op "Show Report" 

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1lhe8lf.png)

5. Die verslag funksioneer soos alle ander PlanSmart-verslae, jy kan dokumente oplaai, notas byvoeg, ens.  

   ![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_s4p9kc.png)