Workspace Services Update

We’ve redefined how services are modeled in the system. Instead of broad service Lines that have been deprecated, each Workspace Service represents a service with a single rate type, and your Client Services reference these directly. This model improves pricing clarity, simplifies reporting, and reduces manual work to rename client services and apply the relevant service lines after service creation.

All Service Lines have been converted to Workspace Services. Client Services now point to these Workspace Services. All settings defined at the workspace service are copied to the client service, unless edited at the client level. When adding a Client Service, you’ll select a Workspace Service from a dropdown (there’s no default like before).

Each Workspace Service supports a single rate type e.g. Hourly, Live-In, or Visit. However, within the single rate per service, you can still define multiple rates for that rate type.

Existing client services that previously used multiple rate types will continue to work. Over time, we recommend splitting them into separate Workspace Services for clarity.

In the Sales channel and Services view, “Service Line” now appears as "Service" along with specifying the rate type for the service. To add a service to the Sales channel, you need to select the Workspace service for the intended client.

Pay & Bill settings within workspace service settings will temporarily be disabled during this rollout and these settings will continue working as usual. Eventually, they will impact what items can be marked payable and billable for shifts of that service.

5.. Adding a client and service to the Sales channel