Inactive Services

If you have a service that is no longer offered, it is still a part of your reporting history so it cannot be deleted. Instead, you can mark it inactive. Follow the instructions below for suggestions on the best way to keep organized!

To prevent clutter on your Services page, it is best to dedicate a Service Group to your inactive services.

To create a Custom Service Group-

1

Navigate to Services

Navigate to Manage > Basic Settings > Services.

2

Create a custom Service Group

Select New Service > Not finding what you're looking for? Create a custom Service Group.

3

Configure the Service Group

Name: Inactive Services > Service Category: Other (Non-Chemical) > Sort Order: the last number

4

Reassign inactive services

Reassign any of your inactive services to this group.

To mark a service inactive and regroup it-

1

Select the service

Select a service you no longer wish to offer.

2

Change the Service Group

Change the assigned Service Group to Inactive Services.

3

Change the status

Change Status to Inactive.

4

Save changes

Save changes.

Changing the status from Active to Inactive will not affect any future appointments that are booked for that service. Instead, it will just prevent new appointments from being scheduled.

Click here for more information on Adding/Editing Services