Create & Edit Series

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Create & Edit Series

In this article, you’ll learn how to create a series and make any changes to that in your Membroz account. You can add and edit Series one by one or all at once.

Understanding Series:- Series means a bundle of services paid for and used as payments for future appointments. Service must be created before adding a series.

Steps to create a Series:

Step-1. In the Organization Menu select ‘Service & POS’.

Step-2. Navigate to the ‘Series’ option.

Step-3. After selecting the ‘Series option, click on the ‘Add Series button.

 

 

Step-4. Enter all the mandatory information marked with (*). You can continue adding more information as per your need.

 

Step-5. Click on the ‘Submit’ button.

Step-6. To see the added Series, open the ‘Series Lis’.

Step-7. Click on Series Number, and ‘Add Item’ to the Series.

Step-8. Click on ‘Payment Terms’ and select the payment item. Enter all the payment info and click on the ‘Save’ button.

 

Step-9. Click on Product to ‘Add Product’ to your series and click on the ‘Save’ button.

 

 

 

Step-10. Click on Service to ‘Add Service’ to your series and click on the ‘Save’ button.

 

 

Here we have added 4 services in a series. You can add more services as per your requirement.

 

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