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Selecting Client Services to Display on Your Site

You can attract prospective clients by displaying a complete list of professional services available from your firm on your website. For your convenience, Site Builder provides a list of common finance and accounting services, along with brief descriptions of each service. You can select services from this list, or you can create custom services.

To select client services to display on your site, do the following:

1. Log in to your Site Builder account.
2. Click Firm Info > Client Services  on the toolbar.
   

A list of client services displays on the Firm Info - Client Services page. If you previously selected client services for your website, the selected services display in a list at the top of the page. Other services that can be added display in the Add a Service section.

3. Do any of the following as needed to change the services listed on your site:

   Add a service.

   1. To include a service listed in the Add a Service section, click the add button for that service. To add a custom service, click Custom.
   2. Enter or edit information for the service as needed. Tell me about the information I can enter.

      Box	Description
      Category	Select the category the service should be included in.
      Service or Name	Enter the name you want to use for the service.
      Description	Enter or edit the description of the service.

   3. Format the description as needed. See Formatting Text for information about the formatting tools that are available.
   4. Click Accept to save the service information, or click Cancel if you do not want to save the service information.

   Delete a service or a category of services from your site.

   1. Click the delete button beside the service or category you want to delete.

   Note: If you delete a category, all of the services within that category are also deleted.

   2. Click OK to confirm the deletion. Any services that were from the standard list of services provided with Site Builder are restored to the Add a Service list. Custom services are deleted.

   Reorder the services or categories of services.

   You can do any of the following to change the order of services and categories of services:

   • Click the Sort button to alphabetize the service categories, as well as the services within those categories.
   • Click the up arrow to move a category or service category higher in the list.
   • Click the down arrow to move a service or category lower in the list.
4. Click Preview to see what your site will look like when your changes are applied. The preview opens in a different browser tab or window.

Note: If you do not see the Client Services page in the preview, verify that the Client Services page is included in your site design. See Managing Website Pages for more information.

5. Click Publish to immediately update your website, or click Next to continue to the next page.

Note: Changes you make in Site Builder are not applied to your website until you publish the updates.