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Editing a Service

This article explains how administrators can edit existing services. 

SureImpact enables Administrators to create two types of services:

  • Available to all clients – These services are not assigned to a program and are universally visible for all clients.
  • Only available to clients enrolled in an associated program – These services are assigned to a specific program (or multiple programs) and are only visible if a client is enrolled in an associated program.

Administrators are able to make the following changes to services:

  • Change whether the service is associated with a program.
  • Edit the name of the service.
  • Edit the description of the service.
  • Make the service Active or Inactive.
  • Select whether or not a services uses schedules.

To edit a service:

  1. Click Services in the top navigation.
  2. Select the Service you want to edit.
  3. Click Service Actions.
  4. Click Edit Service.
  5. To edit the Service Name or Description, click in the applicable box, and edit the text.
  6. Select whether the service is Available to all clients or Only available to clients enrolled in an associated program.
  7. Click Uses Schedules if the service uses the Schedules feature. 
  8. Click Save.