Custom Services
Only Partners and Supervisors can do the Setup of the Custom Services
Go to PlanSmart
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_bnmh0m.png)
Go to Custom
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1q9ke1z.png)
Go to Setup
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_c76xy6.png)
Click on Create Services
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_vgakb.png)
Name your Service
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_u5y2p4.png)
Choose between a monthly or a yearly service
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_b08lrb.png)
Click on Save
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_yyrzcc.png)
Click on Allocate Services
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1657jfi.png)
Select the Custom Service that you have created
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_7qgqop.png)
Click on Show Clients
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_gjnnua.png)
Tick which clients you would like to provide this service for
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_z3s9p6.png)
Select the relevant user you wish to assign to the client
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_uotzch.png)
Select the month or day of the month (This will change if the service is a yearly or a monthly service)
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_15kkev9.png)
Click on Save Changes
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1wo144j.png)
Reporting
Click on Monthly Services
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_3bq7v8.png)
Select which Custom Service report you would like to see
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_16gog7j.png)
Filter the report as required
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_dru117.png)
Click on Show Report
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1lhe8lf.png)
The report functions as all other Plansmart Reports, you can upload files, add notes etc.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_s4p9kc.png)
Go to PlanSmart
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_bnmh0m.png)
Go to Custom
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1q9ke1z.png)
Go to Setup
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_c76xy6.png)
Click on Create Services
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_vgakb.png)
Name your Service
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_u5y2p4.png)
Choose between a monthly or a yearly service
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_b08lrb.png)
Click on Save
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_yyrzcc.png)
Click on Allocate Services
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1657jfi.png)
Select the Custom Service that you have created
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_7qgqop.png)
Click on Show Clients
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_gjnnua.png)
Tick which clients you would like to provide this service for
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_z3s9p6.png)
Select the relevant user you wish to assign to the client
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_uotzch.png)
Select the month or day of the month (This will change if the service is a yearly or a monthly service)
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_15kkev9.png)
Click on Save Changes
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1wo144j.png)
Reporting
Click on Monthly Services
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_3bq7v8.png)
Select which Custom Service report you would like to see
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_16gog7j.png)
Filter the report as required
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_dru117.png)
Click on Show Report
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1lhe8lf.png)
The report functions as all other Plansmart Reports, you can upload files, add notes etc.
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_s4p9kc.png)
Updated on: 26/09/2024
Thank you!