Services

Services are the foundation of your Harbory workspace. They represent what your business sells to clients: fixed-fee work, ongoing retainers, or anything in between.

Creating a Service

Navigate to Services from the sidebar and click + Add Service to open the creation form.

Service Details

Field	Description	Required
Service name	The name displayed to clients (e.g., "Website Audit")	Yes
Price	The price in dollars	Yes
Billing type	How the client is charged	Yes
Visibility	Whether the service appears in your portal	Yes
Description	Details about what the service includes	No

Billing Types

Harbory supports flexible billing to match how you sell:

• One-time — A single payment for a defined piece of work (e.g., an audit, an implementation package)
• Bi-weekly — Recurring charges every two weeks
• Monthly — The most common recurring option for retainers
• Yearly — Annual subscriptions for long-term clients

Visibility

Control which services appear in your client portal:

• Public — Visible to all visitors on your portal. Clients can browse and purchase directly.
• Hidden — Not shown in the portal. Useful for custom packages, internal services, or services you create manually for specific clients.

Managing Services

Editing a Service

Click on any service in the table to edit its details. All fields can be updated at any time, including pricing and billing type.

Generating a Signup Link

Each service can have a unique signup link that takes clients directly to the purchase flow:

1. Click the link icon next to a service
2. A unique link will be generated
3. Copy and share this link directly with clients
4. Clients who visit the link will be taken straight to checkout for that service

Deleting a Service

Services can be deleted from the services table. Note that deleting a service does not affect existing projects or subscriptions created from that service.

Service Table

Your services are displayed in a clean table with the following columns:

• Service — Name and description
• Price — Formatted price with billing interval
• Visibility — Public or Hidden badge
• Signup Link — Quick-copy link for sharing
• Actions — Edit and delete options

Best Practices

1. Start with your core offerings — Create 3-5 services that represent your most common packages
2. Use clear naming — Service names should be immediately understandable to clients
3. Add descriptions — Help clients understand exactly what they're getting
4. Use visibility strategically — Keep draft or custom services hidden until ready to share