What if the services I want to include in a package aren’t pre-populated?

When you create a package, we suggest popular features for a service line. But, if you don’t see a feature or service you offer, you can add a custom feature.

Add a custom feature when creating a package by selecting “Add Custom Feature.”




Then, name and describe your feature.


You also have the option to specify if you want your feature to display with a checkmark to show if it’s included or if you want to specify a unique value for the feature by tier (text).


Text Example


Checkmark Example:



Create a New Package