You create your service catalog once, then control which services each client sees. Clients can view details about their active services or request new ones directly from their portal.

Services are organized into categories to keep everything easy to browse.

Example categories might include:

Inside each category you can create individual services, such as:

Your catalog is created once at the firm level and shared across all client accounts.

Each client can have a different set of active services.

Active services represent work you are currently providing to that client.

Inactive services still appear in the catalog but allow clients to request that service if they are interested.

This allows you to maintain one catalog while tailoring visibility per client.

Each service can include custom detail fields to store important information.

Examples of service details might include:

Details provide context and information specific to the service.

While the structure of details is shared, the values are unique for each client.

Example:

Service: PPC Campaign Management

Details:

Client values might look like:

Client A

Client B

This allows you to standardize services while customizing the information for each account.

If a detail does not have a value for a specific client, it will not appear in the portal.

This keeps the client experience clean and focused only on relevant information.

For example:

Client A may see:

Client B might only see:

Unused fields are automatically hidden.

Clients access services through their client portal.

Depending on the service, they may see different actions available.

Active services allow clients to submit tickets directly to your team.

Clients can include:

A task is automatically created on your internal task board so your team can begin working on it.

Inactive services allow clients to request the service if they are interested.

This is a lightweight way for clients to raise their hand for something new without needing to send an email.

When this happens:

Each service can be assigned to a specific team member.

When a request is submitted, Sydnee determines who should receive it using this order:

This ensures service requests go directly to the right person.

When a client submits a service request, Sydnee automatically generates a clear task title.

The system uses:

Service name

Example output:

Prepare 2024 Annual Tax Return

This keeps your task board organized and ready to act on.

You can optionally attach a marketing URL to services.

If enabled, clients will see a Learn More button for inactive services.

This allows you to link to:

It’s a simple way to educate clients about services they don’t currently have.

Clients always know what services they have and what else is available.

Service details keep important information tied directly to the service.

Inactive services help surface additional offerings.

Requests become organized tasks instead of scattered emails.

Requests automatically reach the right team member.

Yes. You can add new categories or services at any time, and they will become available across all client accounts.

Yes. Services can be enabled or disabled individually for each client.

Blank detail values are automatically hidden from the client portal.

Yes. Clients can use the Request Service button on inactive services to express interest.

Yes. You can assign a team member to each service and override that assignment for specific client accounts.