--- title: "Creating and managing a service" description: "Define the products and services you offer, break them into steps, attach payments and forms, and measure happiness." lastModified: "2026-06-13" lang: "en" wordCount: 684 url: https://qualyhq.com/training/orders-services/managing-a-service --- ## Site navigation - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents - [Explore](/training.md) — Watch videos on how to use Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Pricing](/pricing) - [5-min demo](/demo.md) - [Login](https://dashboard.qualyhq.com) # Creating and managing a service > Set up what you sell—and the steps each sale moves through. ## At a glance - **Intended for:** Everyone - **Available in:** All plans - **Reading time:** 4 minutes - **Last updated:** 31st May 2026 ## Quick summary A service is a product or offering, made of steps. On a service you set the public name and description, add steps (each can include a payment, a form, or a happiness/satisfaction check), and group services into categories. A readiness checklist flags whether your service has a description, a payment, and a happiness step. ## Overview A **service** is something you sell—a programme, a product, an offering—broken into **steps**. Services power orders: every order item moves through the steps you define here. ## Naming your service Set the **service name** and a public **description**. These are what customers see, so make them clear. A good description helps customers understand what they're buying. The service readiness checklist will remind you if it's missing. ## Building steps Add **steps** to define the journey your customer goes through. For each step you can choose to: - **Require payment** before continuing — charge at this stage - Attach a **form** — collect information or documents from the customer - Ask **how happy** the customer is with this step of your service - **Assign tasks** for your team and the customer - Let users **skip** the step (or keep it required) - **Stop people moving back** to this step once it's already complete You add steps one by one, building the full process from enquiry to completion. To get started fast, you can pick a ready-made template (for example, a higher-ed application or a visa process) or have AI suggest steps for you. ## The readiness checklist Each service shows a checklist that flags how complete it is: - **Description** — does the service have one? - **Payments** — is there at least one step with a payment? (If not, your service is free.) - **Happiness** — is at least one step asking for satisfaction? The checklist is guidance, not a gate. A free service with no payment step is perfectly valid—the checklist just makes the setup explicit. ## Categories and rules - Group services into **categories** so they're easy to find - Mark a service as **buy-once** if a customer should only purchase it a single time ## What's next Once a service is set up, customers can **order** it (in their portal or via an embedded link), and orders move through its steps. A step can also **create a task automatically** when it's reached—so the right follow-up happens without anyone remembering—and **happiness** steps feed your satisfaction reporting. ## Frequently asked questions ### What is a service? A product or offering you sell, made up of steps. Services are what customers order, and each order item moves through the service's steps. ### What can a step do? A step can require a payment, attach a form to collect information, ask how happy the customer is, and assign tasks. You can also make a step required (so it can't be skipped) or stop people moving back to it once it's done. You build the journey step by step. ### What is the readiness checklist? A set of prompts on the service that flag whether it has a description, at least one step with a payment, and at least one step asking for satisfaction—so you know your service is set up well. ### Can a service be free? Yes—if no step includes a payment, the checklist notes that your service is free. Add a payment step when you want to charge. ### How do categories help? Categories group your services so you and your customers can find and use them more easily. ### Can a service be bought only once? Yes. You can mark a service as buy-once so a customer can only purchase it a single time. ### Where do customers see the service? In their portal and on any embedded link or page you publish. The public name and description are what they see. ## Prefer doing this via the Qualy API? Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos. [View API Docs](https://docs.qualyhq.com/docs) ## More on Qualy **Industries** - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents **Support** - [Training](/training.md) - [System status](https://qualyhq.statuspage.io/) — Qualy system status - [Product updates](https://changelog.qualyhq.com) — As we work on Qualy, here we spotlight what we’ve learned and updated across our products - [Contact](/contact-us.md) **Product** - [Demo](/demo.md) - [Enterprise](/enterprise.md) - [Testimonials](/testimonials.md) — Learn what some customers have to say about Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Blog](/blog) — International education payments blog by Qualy - [Trust center](/trust.md) - [API](/api.md) — Qualy API for international education payments - [Zapier](/zapier.md) — Connect Qualy to 7,000+ apps with Zapier **Legal** - [General terms](/terms-and-conditions.md) - [Payer terms](/terms-for-payers.md) - [Privacy policy](/privacy-policy.md) - [BECS DDR](/becs-dd-service-agreement.md)