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Services

Services list

Services define what your organization offers, such as:

  • Visa applications
  • Consultation types
  • Form assistance
  • Document preparation

Service Details​

Service Details tab

Includes:

  • Name
  • Description
  • Price (optional)
  • Region (for grouping by country or area)

Flow (Form Builder)​

Fields and documents that clients must provide.

Service Flow tab with fields list

Available field types​

  • Text
  • Email
  • Phone
  • Date
  • Number
  • Paragraph
  • Single select
  • Multi select
  • Address
  • Static text (section headers, instructions)

Other features​

  • Mark fields as “required”
  • Add unlimited fields
  • Automatically included client info: name, email, phone