> ## 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

||| Only Partners and Supervisors can do the Setup of the Custom Services

1. Go to PlanSmart

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

2. Go to Custom

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

3. Go to Setup

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

4. Click on Create Services

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

5. Name your Service

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

6. Choose between a monthly or a yearly service

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

7. Click on Save

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

8. Click on Allocate Services

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

9. Select the Custom Service that you have created

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

10. Click on Show Clients

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

11. Tick which clients you would like to provide this service for

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

12. Select the relevant user you wish to assign to the client

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_uotzch.png)
 
13. 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)

14. Click on Save Changes

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

| Reporting

1. Click on Monthly Services

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

2. Select which Custom Service report you would like to see

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

3. Filter the report as required

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

4. Click on Show Report

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

5. 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)