The Services tab is an essential feature for tracking and managing the services you provide to your clients and will form an essential part of your firm-wide risk assessment.
By default, the tab includes 7 pre-configured services, but you have the option to add and remove services to reflect those services your firm offers.
1️⃣: To add a new service, scroll to the bottom of the services tab and click the purple “Add another service” button. Enter the service name in the provided field and save your changes.
2️⃣: Click save, and this service will now be available for selection in each client profile section.