Add a Service Type

Service Types are generally used for customers that have clients with Private Pay. Service Types will replace the Service Auth when scheduling.

1. Navigate to CRM > Service Type. 

2. Click the plus in the top right corner to add a new Service Type.

3. Enter the following:

  • Service Type
  • Service Rate (Per Unit) - do not add special characters like '$'
  • Description

4. Click Save.

5. Delete a Service Type by clicking the trash can icon.

  • You will receive a warning message. Click Yes to confirm your intent to delete.

Note:  You will not be able to delete Service Types that are currently being used in schedules.