Adding Services to a Lead’s Phase #
After creating a phase in the Services section, the salesperson can add various services or packages to that phase to manage the patient’s treatment, travel services, accommodation, translation, or transportation step-by-step and accurately.
📦 Types of Services #
On the right panel of the page, the services are categorized as follows:
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MEDICAL – Medical services
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TRANSFER – Transfer (transportation) services
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TOUR – Tourist services
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HOTEL – Hotel booking and accommodation
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TRANSLATOR – Translation services
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TICKET – Travel tickets
Click on any category to view the related services list.
➕ Adding a Service to a Phase #
To add a service to the last created phase:
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Click the button next to any service in the services list on the right.
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Or drag the desired service and drop it onto the selected phase (Drag & Drop).
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The service will immediately be added to the list of items in that phase.
You can also add a package or service to the phase by entering all the details using the New Item option.
✏️ Editing or Deleting a Service #
After adding a service, in the service table within the phase, each row includes the following options:
| Option | Description |
|---|---|
| Edit | Edit the quantity, price, or discount of the service |
| Delete | Remove the service from the current phase |
| Count | Number of times the service is provided |
| Fee / Total | Base cost and total final cost of the service |
💰 Automatic Total Price Calculation #
At the bottom of each phase, the total price of services within that phase is displayed. Additionally, at the bottom of the page:
Total Price for All Phases: Total cost of all phases registered for this lead.
📌 Important Notes #
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You can register multiple phases and multiple services in each phase.
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By clicking New Item, you can directly add a new item to the phase.
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If you need to register a payment, refer to the Financial tab.
