This article covers building your service catalog and handling client orders.
Create a Package #
- Go to Hive CRM → Packages.
- Click Add Package.
- Fill in the package’s name, price, currency, and description.
- Set its lifecycle status.
- Click Save.
If you’ve configured Default Lifecycle Stage Assignments under Service & Package Settings, new packages, orders, and requests are pre-filled with your defaults automatically.
Process an Order #
When a client purchases or is assigned a package, an order record is created. Open the order and move it through your configured Order Progression Stages as it’s fulfilled (for example from Pending to In Progress to Delivered).
Handle a Service Request #
Clients can submit service requests related to their packages. Open a request and update its status as you work through it, similar to how you’d manage a support ticket.
Enable Public Checkout #
If you want to sell packages directly through a public checkout page, enable and configure the payment methods you want to accept under Public Checkout in Service & Package Settings, and make sure the matching gateway is configured under Payment Gateways.
