How to add a new service to your company account

Among the many things you can do with Mango, our all-in-one customer experience management software, is the ability to set up products and services in your account.

At the admin level, you will be able to easily create new services to be offered to your company's customers throughout the entire system.

Any member of your team can access your list of products and services and add them to a customer's account by first accessing the customer's contact page. 

To allow members of your sales or support team to bill and collect payments for your products, you first have to set them up. 

Adding a new service to your Mango account

Here is how you do it

1. Log into your account as an admin 

2. Click on the "Services" menu link

3. Click on the "Add New Service" button at the top right corner of your page

4. Please fill out all the relevant service information. Please provide a unique service ID. One that only you and your team will see and use to track the performance of each service.

5. Once you have filled all data fields added your Payment links, click save.

Be sure to change the status of your service to "Active" to allow the rest of your team to see it. 

Sending out a bill to your Contact for your services

Now that you have created a new service for your company, you can add this new service and any other active services to your customers' accounts.

Once you do so, your customer will receive an automatic (branded) email to log into their accounts to pay for the service and any other pending services and/or products.

Here is how you bill a customer for a service:

1. Go to your Contacts

2. Search for, or click on your contact's name

3. Click on the "Services" tab on their account

4. Click on the "Add new service" button

5. Select the desired service from the scroll-down menu. You can send your customer a message if you wish to.

This is a great time to add any delivery information if relevant. Some of our customers will add tracking numbers at this point, etc. 

6. Click "Save". at this point, your customer will receive an email automatically to log into their account to pay their bill.