Configure: How to Edit Service Type

Modified on Fri, 28 Apr 2023 at 10:32 AM

Step 1. Navigate Service Type List


Navigate to the Company Detail by clicking Profile - Configure. Choose the List Tab and Select "Service Type" List


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Step 2: Edit


Delete: When you delete an item from this list all records with that value will be set to empty

Edit: When editing an item on this list all records with that value will be updated

Reassign: When editing an item on this list and make it equal to another item on this list all records with the former value will be updated and the list items will be grouped together.


Service Type: This is the specific name of a Service being provided (i.e. Tour, Transfer, Flights, etc.)

Service Group: The service group designated will indicate the appearance of the service in a trip proposal:


  • Text Only
  • Text and Title
  • Text and Summary
  • All 
  • Call Out


Text Only*

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*Services that are 'Text Only' do not appear in the Confirmation Outline.  

Text and Title

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Text and Summary

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All

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Call Out

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