Service bundles
Group services you often add together so you can apply them in one click.
A service bundle is a saved group of services (and optionally inventory items) you frequently use together. Instead of adding each line by hand, you add the whole bundle to a visit in one step.
Prerequisites: the services you want to bundle already exist.
Create a bundle
- Go to Settings → Service bundles.
- Click to add a bundle.
- Give it a name (e.g., "Spring Wellness").
- Add the services (and any inventory items) that make it up, with quantities.
- Save.
Use a bundle
When adding a service to a visit, choose the bundle option and pick your bundle. All its lines are added at once; you can then adjust quantities or remove a line for that visit.
You'll know it worked when…
The bundle appears in the service picker and adds all its lines to a visit in one click.
Tip: Build bundles for your routine call types — a wellness package, a pre-purchase exam set — so recording a standard visit takes seconds.