Services
In this section, you'll learn everything there is to know about Services.
Services are what you offer on the Service Catalog and on the stand-alone order pages for your clients to buy.
Your clients can also purchase your services from within the platform when they're logged in. To see the exact Client's POV, go to this article.
There are four types of Services you can create in Zendo: productized, custom, subscription, and free. You can add numerous services to Zendo and decide which ones should be visible on your Service Catalog.
To access your Services, choose Overview from the Services drop-down, under Settings & Customization on the left sidebar.
In the Overview tab, you can see the list of your Services along with their name, type, price, and Service Catalog visibility. On the far right, you can copy the stand-alone page link of each Service, as well as edit them, or delete entirely.
Note that you can't fully edit or delete purchased and active subscription-based services. Learn more about Subscriptions in this article.
You can also copy a direct link to the last step of the checkout for each service, as long as there are no fields marked as required in the order form connected with that service. To copy a direct link to the last step of the checkout, choose the service from your Service Catalog or use the stand-alone order page link, and click Order service. Then, simply copy the URL of that page.
To create a new Service, click on the "Create service" button right next to the "Overview" heading.
The first thing you need to do to create a new service in Zendo is choose the Service type you want to add.
You can choose between productized, subscription-based, custom, and free Service types.
Depending on the Service type you choose, the process of creating a new service will differ.
To create a new productized service, choose Productized from the four available types and fill out the following details:
Name: the name of your productized Service, which is visible to both you and the client. Make sure it properly describes the Service and that it's not offensive.
Default workflow: choose which workflow, i.e. a defined process of delivery, should be assigned by default to this Service. To learn more about Workflows, read this article.
Next, you'll work on adding the items of your Service.
To add a new Item, click on the “Add item” button. Once added, you’ll be able to customize your Item in the following fields:
Name: choose a name for this Item so that your clients understand what it is. The name will be listed on Quotes and Invoices as well.
Quantity: the number of services you offer, for example; 3 logo designs or 5 SEO-optimized articles.
Quantifiable: by enabling this option, your client can choose the amount of Items they want to order via the Order Form. Specify the range by filling out the minimum and maximum quantity fields.
Minimum Quantity: the minimum amount of service items that can be ordered for that Service. If the Quantifiable option is disabled, this field box will be grayed out.
Maximum Quantity: the maximum amount of service items that can be ordered for that Service. If the Quantifiable option is disabled, this field box will be grayed out.
Custom: if this item requires custom pricing, you can toggle this option to disable the price for now. The “Total” field will be automatically set to “Custom”. You can estimate the price later on with your clients and include it in the Quote.
Price: the price value of a singular service item.
Value: the summed up price for the quantity of each item.
Tax: to make this field visible, toggle the “Tax support” button that you can find below the Items. Then, you’ll be able to set tax in percentages, which will be automatically included in the “Total” field.
Addon: if you enable this option, the service will show up as optional in the Order Form.
Total: shows the current sum of all the fields, including tax. Note that if you didn't specify the Price, the service will be labeled as Free.
Trash icon: if you no longer want to offer a specific item, simply click on the Trash icon to delete it.
You can add stipulated prices for each item, specify whether an item should be quantifable, along with minimum and maximum order quantities, as well as mark items as add-ons with a switch of the toggle.
Note that all the items will be listed on the Invoice.
Lastly, specify your preferences in the Finances settings section.
Currency: choose which currency should be default for this Service. You can find the complete list of supported currencies here.
Tax support: disable or enable this option to include tax support for any percentage-based tax for this Service.
Collect payment: choose if you want your clients to pay for your services later, or upfront during checkout.
Default method of payment (single select): choose how your clients will pay for your Service. They can do so through Stripe, bank transfer, or not at all.
Send payment request (single select): you can choose to send payment requests automatically after order submission or to send them manually.
Issue invoice (single select): you can choose whether you want:
— to never issue an invoice for that Service,
— for the invoice to be issued automatically after payment,
— for the invoice to be issued manually whenever you want.
You can learn more about Invoices → here and read more about Payment Requests → here.
Note that automatic Invoice issuing and automatic Payment Requests are premium features.
Choosing the Subscription Service type gives you additional possibilities.
Besides choosing the name as in the previous type of service, you also need to choose:
Default billing cycle: choose between the none, weekly, monthly, quarterly and yearly options. If you also choose to show percentage discount, the discount will be calculated based on your chosen default billing cycle. For example, if your billing cycle for this service is yearly, but you chose the monthly default billing cycle, the price for this service will be shown and calculated per month to make the offer more attractive and to help visualize the costs.
Show percentage discount: choose whether you want to show or hide the percentage discount in the Service Catalog.
On top of that, we can also add up to 25 packages.
You can set the name and description for each subscription package you add.
You can also compliment each package with additional options:
Free Trial: you can set a free trial for trying out a specific subscription package. Set the free trial for the number of days it should last.
Package Highlight: you can highlight favorite packages with the Package Highlight option. Easily add ribbon text, accent colors, and help your customers choose the best option.
Enable pausing subscription: by toggling the button, you'll make it possible to pause a subscription at any given time. By doing so, a new option will appear, Enable pausing for clients. By ticking it off, your clients will also be able to pause their subscriptions. To learn more about this feature, read this article.
Billing Cycles & Prices: you can set the preferred billing cycles for each of your packages and specify the price per each billing cycle you add. You can choose to add weekly, monthly, quarterly, and yearly billing cycles. Additionally, you can set a default billing cycle to show your subscription's prices accordingly with the selected option.
Sale Price: check the Enable sale prices checkbox located next to the billing cycles to set a sale price for each of the billing cycles you've added. You can edit and add the sale price in each package, even if a given package has already been purchased. That way, you can easily offer discounts for your subscription-based services.
Requests Limits: you can also limit the amount of requests your clients will be able to place within each subscription package.
You can learn more about Subscriptions and creating this Service type in Zendo in this article.
If you chose the Custom type, you simply set the name of the Service, choose the default workflow, and specify your preferences in the Finances settings section.
If you chose the Free type, you'll only have to enter the name of your Service and choose the default workflow.
No matter which Service type you choose to add to Zendo, you can work on the Order Page preferences switching the tab from General to Order Page when working on a new service.
Here, you can decide how your Service will be presented on the Service Catalog and on the stand-alone order page.
Service URL: copy the link to the stand-alone page with this Service and send it directly to your clients to save time.
Note that while you can change the last part of the URL, you need to make sure it's not already in use. Additionally, once you make changes, the old URL will stop working, so make sure to replace all your links, if you've posted them anywhere.
Show this Service in the Service Catalog: use the toggle button to either hide or show this Service in the Service Catalog.
Service thumbnail: upload an image to be shown on the main page of the Service Catalog. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service short description: write a short description to be shown on the main page of the Service Catalog. The limit is 140 characters.
Service Image: upload an image to be shown next to the Order Form, where your clients will submit their order or request. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service description: describe the Service in 1500 characters or less. You can list what exactly your Service covers, your terms and conditions, how long your clients will wait for a reply, or anything else you wish. You can format the text using bold and italics formats, include a link, create a bullet and ordered lists, and add a blockquote.
The Order page tab is also where you'll be working on the Order Form for your Service.
Order form: here you can create the Order Form with the help of available fields that can be freely edited and moved around. You can add as many fields as you like.
Form fields: there are nine types of Form fields that you can choose from:
— Heading: you can include a heading to better divide the sections of the Order Form, if there are many,
— Paragraph: you can include a longer piece of text to add more information about the Order Form itself or about the Service,
— Short message: you can use it for simple open-ended questions for your clients,
— Long message: you can use it for open-ended questions that require longer answers from your clients,
— Divider: you can use it to better divide the Order Form into sections or group the fields better,
— URL/Link: you can ask your clients to paste a link to external sites or resources,
— Single select: you can ask your clients to choose one option out of several,
— Multi select: you can ask your clients to choose many options out of several,
— File upload: you can ask your clients to upload any necessary files.
To preview your forms, go to your Service Catalog and click on the "Preview" button.
Order forms for services are optional. You can enable and disable an Order Form for each service you create in Zendo.
Subscription services give you an additional order form to add for gathering requests within your subscriptions. You can read more about Subscriptions, subscription requests, and the additional order form here.
Roles That Can Manage Services: Manager, Admin, Owner
Services are what you offer on the Service Catalog and on the stand-alone order pages for your clients to buy.
Your clients can also purchase your services from within the platform when they're logged in. To see the exact Client's POV, go to this article.
There are four types of Services you can create in Zendo: productized, custom, subscription, and free. You can add numerous services to Zendo and decide which ones should be visible on your Service Catalog.
To access your Services, choose Overview from the Services drop-down, under Settings & Customization on the left sidebar.
In the Overview tab, you can see the list of your Services along with their name, type, price, and Service Catalog visibility. On the far right, you can copy the stand-alone page link of each Service, as well as edit them, or delete entirely.
Note that you can't fully edit or delete purchased and active subscription-based services. Learn more about Subscriptions in this article.
You can also copy a direct link to the last step of the checkout for each service, as long as there are no fields marked as required in the order form connected with that service. To copy a direct link to the last step of the checkout, choose the service from your Service Catalog or use the stand-alone order page link, and click Order service. Then, simply copy the URL of that page.
New Service
To create a new Service, click on the "Create service" button right next to the "Overview" heading.
Service Type
The first thing you need to do to create a new service in Zendo is choose the Service type you want to add.
You can choose between productized, subscription-based, custom, and free Service types.
Depending on the Service type you choose, the process of creating a new service will differ.
Productized Service
To create a new productized service, choose Productized from the four available types and fill out the following details:
Name: the name of your productized Service, which is visible to both you and the client. Make sure it properly describes the Service and that it's not offensive.
Default workflow: choose which workflow, i.e. a defined process of delivery, should be assigned by default to this Service. To learn more about Workflows, read this article.
Next, you'll work on adding the items of your Service.
To add a new Item, click on the “Add item” button. Once added, you’ll be able to customize your Item in the following fields:
Name: choose a name for this Item so that your clients understand what it is. The name will be listed on Quotes and Invoices as well.
Quantity: the number of services you offer, for example; 3 logo designs or 5 SEO-optimized articles.
Quantifiable: by enabling this option, your client can choose the amount of Items they want to order via the Order Form. Specify the range by filling out the minimum and maximum quantity fields.
Minimum Quantity: the minimum amount of service items that can be ordered for that Service. If the Quantifiable option is disabled, this field box will be grayed out.
Maximum Quantity: the maximum amount of service items that can be ordered for that Service. If the Quantifiable option is disabled, this field box will be grayed out.
Custom: if this item requires custom pricing, you can toggle this option to disable the price for now. The “Total” field will be automatically set to “Custom”. You can estimate the price later on with your clients and include it in the Quote.
Price: the price value of a singular service item.
Value: the summed up price for the quantity of each item.
Tax: to make this field visible, toggle the “Tax support” button that you can find below the Items. Then, you’ll be able to set tax in percentages, which will be automatically included in the “Total” field.
Addon: if you enable this option, the service will show up as optional in the Order Form.
Total: shows the current sum of all the fields, including tax. Note that if you didn't specify the Price, the service will be labeled as Free.
Trash icon: if you no longer want to offer a specific item, simply click on the Trash icon to delete it.
You can add stipulated prices for each item, specify whether an item should be quantifable, along with minimum and maximum order quantities, as well as mark items as add-ons with a switch of the toggle.
Note that all the items will be listed on the Invoice.
Lastly, specify your preferences in the Finances settings section.
Currency: choose which currency should be default for this Service. You can find the complete list of supported currencies here.
Tax support: disable or enable this option to include tax support for any percentage-based tax for this Service.
Collect payment: choose if you want your clients to pay for your services later, or upfront during checkout.
Default method of payment (single select): choose how your clients will pay for your Service. They can do so through Stripe, bank transfer, or not at all.
Send payment request (single select): you can choose to send payment requests automatically after order submission or to send them manually.
Issue invoice (single select): you can choose whether you want:
— to never issue an invoice for that Service,
— for the invoice to be issued automatically after payment,
— for the invoice to be issued manually whenever you want.
You can learn more about Invoices → here and read more about Payment Requests → here.
Note that automatic Invoice issuing and automatic Payment Requests are premium features.
Subscription Service
Choosing the Subscription Service type gives you additional possibilities.
Besides choosing the name as in the previous type of service, you also need to choose:
Default billing cycle: choose between the none, weekly, monthly, quarterly and yearly options. If you also choose to show percentage discount, the discount will be calculated based on your chosen default billing cycle. For example, if your billing cycle for this service is yearly, but you chose the monthly default billing cycle, the price for this service will be shown and calculated per month to make the offer more attractive and to help visualize the costs.
Show percentage discount: choose whether you want to show or hide the percentage discount in the Service Catalog.
On top of that, we can also add up to 25 packages.
You can set the name and description for each subscription package you add.
You can also compliment each package with additional options:
Free Trial: you can set a free trial for trying out a specific subscription package. Set the free trial for the number of days it should last.
Package Highlight: you can highlight favorite packages with the Package Highlight option. Easily add ribbon text, accent colors, and help your customers choose the best option.
Enable pausing subscription: by toggling the button, you'll make it possible to pause a subscription at any given time. By doing so, a new option will appear, Enable pausing for clients. By ticking it off, your clients will also be able to pause their subscriptions. To learn more about this feature, read this article.
Billing Cycles & Prices: you can set the preferred billing cycles for each of your packages and specify the price per each billing cycle you add. You can choose to add weekly, monthly, quarterly, and yearly billing cycles. Additionally, you can set a default billing cycle to show your subscription's prices accordingly with the selected option.
Sale Price: check the Enable sale prices checkbox located next to the billing cycles to set a sale price for each of the billing cycles you've added. You can edit and add the sale price in each package, even if a given package has already been purchased. That way, you can easily offer discounts for your subscription-based services.
Requests Limits: you can also limit the amount of requests your clients will be able to place within each subscription package.
You can learn more about Subscriptions and creating this Service type in Zendo in this article.
Custom Service
If you chose the Custom type, you simply set the name of the Service, choose the default workflow, and specify your preferences in the Finances settings section.
Free Service
If you chose the Free type, you'll only have to enter the name of your Service and choose the default workflow.
Order Page Section
No matter which Service type you choose to add to Zendo, you can work on the Order Page preferences switching the tab from General to Order Page when working on a new service.
Here, you can decide how your Service will be presented on the Service Catalog and on the stand-alone order page.
Service URL: copy the link to the stand-alone page with this Service and send it directly to your clients to save time.
Note that while you can change the last part of the URL, you need to make sure it's not already in use. Additionally, once you make changes, the old URL will stop working, so make sure to replace all your links, if you've posted them anywhere.
Show this Service in the Service Catalog: use the toggle button to either hide or show this Service in the Service Catalog.
Service thumbnail: upload an image to be shown on the main page of the Service Catalog. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service short description: write a short description to be shown on the main page of the Service Catalog. The limit is 140 characters.
Service Image: upload an image to be shown next to the Order Form, where your clients will submit their order or request. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service description: describe the Service in 1500 characters or less. You can list what exactly your Service covers, your terms and conditions, how long your clients will wait for a reply, or anything else you wish. You can format the text using bold and italics formats, include a link, create a bullet and ordered lists, and add a blockquote.
The Order page tab is also where you'll be working on the Order Form for your Service.
Order form: here you can create the Order Form with the help of available fields that can be freely edited and moved around. You can add as many fields as you like.
Form fields: there are nine types of Form fields that you can choose from:
— Heading: you can include a heading to better divide the sections of the Order Form, if there are many,
— Paragraph: you can include a longer piece of text to add more information about the Order Form itself or about the Service,
— Short message: you can use it for simple open-ended questions for your clients,
— Long message: you can use it for open-ended questions that require longer answers from your clients,
— Divider: you can use it to better divide the Order Form into sections or group the fields better,
— URL/Link: you can ask your clients to paste a link to external sites or resources,
— Single select: you can ask your clients to choose one option out of several,
— Multi select: you can ask your clients to choose many options out of several,
— File upload: you can ask your clients to upload any necessary files.
To preview your forms, go to your Service Catalog and click on the "Preview" button.
Order forms for services are optional. You can enable and disable an Order Form for each service you create in Zendo.
Subscription services give you an additional order form to add for gathering requests within your subscriptions. You can read more about Subscriptions, subscription requests, and the additional order form here.
Updated on: 11/10/2023
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