Create a service

In this lesson, you get a practical walkthrough of how services are created inside the service portfolio. The video focuses on the full flow, from defining the service basics and availability to setting pricing models and visual presentation.

The goal here is not theory, but orientation. You see where services live, which decisions matter early on, and how those decisions affect how a service appears to customers later. This creates a solid foundation for all further steps, such as configuring options, dependencies, or automation.

Watch the video end to end to understand the structure and logic behind service creation. Once this is clear, everything else in the service portfolio will feel much more intuitive.

During the service creation process, you will come across the context selection. Contexts define where and when a service applies, for example whether it is linked to employees, locations, or other entities.

In this walkthrough, the context is selected as part of the flow, but the underlying logic is not explained in detail. If you want to understand how contexts work, how they influence service behavior, and why they are important for later automation and service logic, we recommend continuing with the dedicated Context Menu course.

That course provides a deeper explanation of the concept and helps you make informed decisions when defining contexts for your services.

The Context Menu