🧭 Overview
We’re excited to announce that
Services
are now fully supported in Snapshots! This makes it
easier
than ever to replicate setups for Services across multiple sub-accounts.
Now, agencies can effortlessly
save time
during onboarding and ensure seamless duplication of Services across multiple sub-accounts.
āš™ļø What’s New?
You can now include the following assets when creating or loading a Snapshot:
  • Calendar Services
    – All your configured service listings
  • Calendar Service Add-Ons
    – Add-ons linked to services are copied seamlessly
  • Calendar Service Categories
    – All grouping logic is carried over
  • Calendar Service Resources
    – Replicate equipment, rooms, or team member assignments
These assets are selectable independently while creating or restoring Snapshots, giving agencies full flexibility.
šŸ”§ How It Works
  • Navigate to
    Agency View › Account Snapshots
  • Create
    Snapshot with the desired assets from the source sub-account
image
  • Save
    the Snapshot
  • When
    loading
    into a location, choose the Services and related assets you want to include
image
The selected Services, Add-ons, Categories, and Resources will be added to the new sub-account
🌟 Why It Matters
This feature
streamlines the onboarding
process for agencies, allowing them to
easily replicate
Services setup across different accounts. With pre-configured Services, agencies can ensure a consistent user experience and quickly provide Services templates to their clients.