How to Assign Services to a Client

Client Management Last updated Feb. 28, 2026

Open the client detail page.
Click the Edit button.
In the Services section, click Add Service.
Select a service from the service catalog.
Set the budget type (Fixed Fee, Hourly Rate, or Non-Billable).
Enter the budget amount and currency.
Assign team members (owners and assignees) for this service.
Click Save.

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