How can I add or remove providers from services?

In this article we'll walkthrough how to add or remove providers from a service.

Jump to a section

Adding and removing providers from a service menu item

Loom Video

Adding and removing providers from a service menu item

1. Log in to your Moxie Suite account using this link.

2. Within the Global Nav click Services & Products Service menu 
Screenshot 2024-09-03 at 12.26.41 PM

 

3. On the Services page you can either search or scroll to find the desired service. 

Screenshot 2024-09-03 at 12.28.41 PM

 

4. Once the service is found click on the three purple dots in the upper right corner > Edit

✏️ Note - You can see a list of providers currently attached to a service on the Provider line within the service card. 

Screenshot 2024-09-03 at 12.29.51 PM

 

5. on the Edit a service page scroll down to the Providers section and click the checkbox with the desired provider to add them. To remove them click on their name so that it is no longer checked. Then click on the purple Save button in the top right corner. 

Screenshot 2024-02-07 at 12.41.18 PM

Screenshot 2024-02-07 at 12.49.59 PM

6. Selections are immediate and providers will be added or removed to the list of providers available for that specific service. 

Screenshot 2024-02-07 at 12.51.43 PM7. Repeat for all desired services. 

 

Ta-da 🎉! You've now added or removed providers from selected services. 

Watch the video below for a walkthrough on how to add/remove providers to/from a service.