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