Productized Services

Sell more, faster, and better

Create a seamless sales process that will impress your clients

STEP 1
Set Up Your Productized Service
If you want to offer productized services to your clients, create a new Request Type and choose the one–time payment option. You can also create addons for upselling opportunities.
STEP 2
Create the Order Page

In the Order Page tab, you can create and customize the page that lists all your offered services. You can add a description, header image, and choose which Request Types should be visible to the clients.

Note: only the workspace owner can manage the Order Page.
STEP 3
Connect it to Your Page

You can share the Order Page with your clients in three ways:

STEP 4
Customer Makes a Purchase
Once your client has access to the Order Page, they can fill out all the information and submit the form. This will automatically create a new Request in Zendo where the clients can pay for the service upfront. Now the ball is in your court!
Unleash The Power Of Modern Client Portal
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