Services You Sell

What It Is

Services You Sell is your own catalog of the services your clients see under Services. Each entry is held in your account: a name, a short description, which of your products it is, which kind of page it opens, and which module and report it shows. Nothing is built for a service in code, and every account has the same catalog.

A client sees an entry only while it has an active subscription line for that entry's product. A service a client does not have is not shown, and it is not greyed out. When the line ends, the service goes away. This is how the data works. It is not a setting.

Who Can Use It

Owners and admins (permission subscriptions.services). Reading the catalog and saving an entry are open to your AI agent. Turning an entry on and removing one are for people only.

The Actions

• See the catalog (subscriptions.services_catalog.list): every entry that is not removed, in your order.
• Add or change a service (subscriptions.services_catalog.save): a name (up to 80 characters), a description (up to 240), one of your products, the page it opens (a report page or a list page), and the module and report it shows. A new entry starts Off. Saving never turns an entry on, and an entry your AI agent saves is always Off. A catalog holds up to 200 services.
• Turn on or off (subscriptions.services_catalog.enable): the only way an entry shows to clients. People only.
• Remove (subscriptions.services_catalog.remove): the entry is kept, turned off, and stops showing for every client. Nothing is deleted. People only.

What Stays the Same

The pages every client account already has under Services (Tasks, Meetings, Email, Standards, Problem Plugins, and White Label) are unchanged. Your entries are added beside them.

Export

Export Everything includes a Services You Sell sheet with every entry, removed ones included.