Custom Services
Only Partners and Supervisors can do the Setup of the Custom Services
Go to PlanSmart
Go to Custom
Go to Setup
Click on Create Services
Name your Service
Choose between a monthly or a yearly service
Click on Save
Click on Allocate Services
Select the Custom Service that you have created
Click on Show Clients
Tick which clients you would like to provide this service for
Select the relevant user you wish to assign to the client
Select the month or day of the month (This will change if the service is a yearly or a monthly service)
Click on Save Changes
Reporting
Click on Monthly Services
Select which Custom Service report you would like to see
Filter the report as required
Click on Show Report
The report functions as all other Plansmart Reports, you can upload files, add notes etc.
Go to PlanSmart
Go to Custom
Go to Setup
Click on Create Services
Name your Service
Choose between a monthly or a yearly service
Click on Save
Click on Allocate Services
Select the Custom Service that you have created
Click on Show Clients
Tick which clients you would like to provide this service for
Select the relevant user you wish to assign to the client
Select the month or day of the month (This will change if the service is a yearly or a monthly service)
Click on Save Changes
Reporting
Click on Monthly Services
Select which Custom Service report you would like to see
Filter the report as required
Click on Show Report
The report functions as all other Plansmart Reports, you can upload files, add notes etc.
Updated on: 26/09/2024
Thank you!