> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/billing-payments-hub/create-service.md). # How to Create a Service ### Before you begin (Prerequisites) * **Permissions**: Administrator, Supervisor, Manager, or Support. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Payment Processor**: A payment processor must be connected if the service requires payment. See: [How to Link a Payment Processor](/products/control-panel-overview/admin-overview/link-payment-processor.md). * **Tax Groups**: Configure tax groups first if the service requires specific taxes. See: [How to Configure Tax Groups](/products/control-panel-overview/admin-overview/configure-tax-groups.md). > **Service vs Membership**: A Service is a standalone recurring charge — no membership card is created, and a service does not grant or block portal access (the system checks membership status only). Services do not appear on the Member Portal — to surface a service in the portal, attach it to an Add-On Membership. Use Services for locker rentals, parking, spa access, and similar recurring charges. For membership enrollment (which creates a card and controls access), see: [How to Enroll a Member](/products/control-panel-overview/membership-management-hub/enroll-member.md). ### Instructions 1. Navigate to [**SELL > Manage Subscriptions**](https://control.peoplevine.com/services). > **Note (Pro Dash):** Navigate to **SELL > Services > Setup New Service** (goes directly to the creation form — skip step 2). 2. Click **CREATE A SERVICE** (green button, top right). **The Basics:** 3. Enter a **Service Name** (required) — displayed to subscribers. 4. Optionally enter a **Service SKU** for integration with external systems (25 character limit). 5. Set **Service Status**: * **Active** (default) — service is visible for self-signup on the portal. * **Draft** — service is configured but not yet visible to members. 6. Assign to a **Category** and associate with a **Location** if applicable (used for transaction reporting). 7. Enter a **Service Description** using the rich text editor. **Billing & Credits:** 8. Under **Add Service Fees and Frequency**, enter the price for each billing cycle you want to offer. Leave any frequency blank to exclude it: * Daily · Weekly · Monthly · Quarterly · Semi-Annual · Annually 9. Set an **Initiation Fee** if a one-time enrollment fee applies. Initiation fees are typically used for membership billing — for service-only subscriptions (e.g., locker rentals), this field is usually left blank. 10. Enable **Require a Deposit** and set the amount and **Deposit Type**: * Select One / Last Month's Fee / Security Deposit 11. Set a **Service Fee** (%) to add a surcharge on credit and debit card payments. This surcharge does not apply to Direct Debit (GoCardless/ACH). Leave blank to exclude. 12. Enable **Prorate Billing** to automatically prorate the first charge based on the member's start date. See: [How to Set Up Prorated Billing](/products/control-panel-overview/membership-setup-overview/setup-prorated-billing.md). 13. Select a **Credit** package to issue loyalty credits on subscription (optional). Options include credit amounts for All Components (General), Appointments (General), or Memberships (General). Select **Not Offering Credits** to skip. 14. Check **Enable Free Trial** if members should be able to start without a payment method. When enabled, no credit card is required at signup — an email is sent to the member on their first billing date. **Processing (optional):** 15. Enter a **Redirect After Subscribing** URL to send members to a specific page after subscribing. Leave blank to use the default Thank You page. 16. **Back-end Processor (When Subscribed / When Renewed)**: legacy webhook fields — these have been replaced by Webhooks. Leave blank unless specifically configured. 17. Configure subscriber self-service options using the checkboxes: * **Allow multiple instances under one billing** — member can subscribe more than once * **Allow subscribers to enable or disable auto billing** — legacy setting; not used in the current Member Portal * **Allow subscribers to cancel via My Account** **Chart of Accounts (optional):** 18. Map G/L accounts and cost centers for Dues, Initiation, and Fees if your club uses QuickBooks or a G/L integration. **Taxes:** 19. Select **Default Tax** to apply platform-level taxes, or **Itemized Taxes** to apply specific tax groups to each fee line. **Notifications:** 20. In **Notifications**, leave **Notify Me** unchecked. Instead, configure notifications separately so you can control the triggers and recipients. See: [How to Set Up Alerts and Notifications](/products/control-panel-overview/admin-overview/manage-alerts.md). 21. Click **CONTINUE** to save the service. ### What Happens Next * **On the member side**: Standalone services do not appear on the Member Portal. To surface a service in the portal, attach it to an Add-On Membership — it will then appear in the Add-ons section under Account. See: [How to Set Up an Add-On Feature Membership Program](/products/control-panel-overview/membership-setup-overview/setup-addon-membership.md). * **Next step**: To subscribe a person to this service, see: [How to Subscribe a Person to a Service](/products/control-panel-overview/billing-payments-hub/subscribe-to-service.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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