Managing Service Types

Service Types categorize what each team member can do: Photography, Videography, Drone, Virtual Staging, etc. (Previously called "Skills"; the concept is the same, the name is just more accurate.)

Written By David Dayan

Service Types categorize what each team member can do: Photography, Videography, Drone, Virtual Staging, etc. (Previously called "Skills"; the concept is the same, the name is just more accurate.)

Service Types connect two sides of the app:

  • Services - each service can be tagged with a Service Type
  • Team members - each member's profile lists which Service Types they can handle

When you build a job, Photeria uses this to figure out who's qualified to shoot it.

Where to find Service Types

Sidebar: Team → Service Types. You'll see a list of every Service Type with:

  • Name
  • Services - how many services use this type
  • Members - how many team members have this type assigned
  • System badge - system types can't be deleted

Creating a Service Type

  1. Click Add Service Type in the top-right.
  2. Enter a Name (e.g., "Photography", "Drone", "Virtual Staging").
  3. Click Create Service Type.

New types can be assigned to services and team members immediately.

Deleting a Service Type

  1. Click the trash icon next to the type.
  2. A confirmation warns you it will be removed from all team members and services that use it.
  3. Click Delete.

System types (lock icon) can't be deleted.

Assigning Service Types to team members

Done on the Members page:

  1. Team → Members.
  2. Click the edit icon next to a team member.
  3. In the dialog, scroll to the Service Types section.
  4. Use the checkboxes to toggle Service Types on/off.
  5. Click Save Changes.

A member can hold multiple types. A type can be on many members.

Assigning Service Types to services

Done on the Services page:

  1. Ordering → Services.
  2. Click into a service.
  3. In the dialog, use the Service Type dropdown to pick one type (or "No type").
  4. Save.

How Service Types help with scheduling

Service Types ensure the right team members are matched to the right jobs, both when you assign photographers manually and when clients pick a time slot on the order form.

The search bar filters the list by type name, helpful if you've built up a long catalog.

Permissions

  • Team: Manage - create, rename, and delete Service Types; assign them to members
  • Services-side assignment requires Services: Manage

If you don't see the Add button or delete icons, your role doesn't include Team: Manage. Ask an admin to update.