🧭 Overview

We’re excited to announce that Services are now fully supported in Snapshots! This makes it easier than ever to replicate setups for Services across multiple sub-accounts.

Now, agencies can effortlessly save time during onboarding and ensure seamless duplication of Services across multiple sub-accounts.

⚙️ What’s New?

You can now include the following assets when creating or loading a Snapshot:

• Calendar Services – All your configured service listings
• Calendar Service Add-Ons – Add-ons linked to services are copied seamlessly
• Calendar Service Categories – All grouping logic is carried over
• Calendar Service Resources – Replicate equipment, rooms, or team member assignments

These assets are selectable independently while creating or restoring Snapshots, giving agencies full flexibility.

🔧 How It Works

• Navigate to Agency View › Account Snapshots
• Create Snapshot with the desired assets from the source sub-account

• Save the Snapshot
• When loading into a location, choose the Services and related assets you want to include

The selected Services, Add-ons, Categories, and Resources will be added to the new sub-account

🌟 Why It Matters

This feature streamlines the onboarding process for agencies, allowing them to easily replicate Services setup across different accounts. With pre-configured Services, agencies can ensure a consistent user experience and quickly provide Services templates to their clients.