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Request a Service

There are two ways to request a service instance. As an Admin, you can requests instances on behalf of a user. As a new user to the system you can request for yourself. The same process is done for both, except if you requested on behalf of a user it will require approval from the user.

  1. Log into ServiceBot instance
  2. Select Request Screenshot
  3. Fill in Basic info if you are an Administrator

    Field Name Description Example Value Possible Values
    For Client The customer who you are requesting on behalf of email@domain.com
    Name Name for the service instance. If you don't provide one the name will be inherited from the template it was requested from Small Website
    Description Description for the service instance. If you don't provide one the description will be inherited from the template it was requested from email@domain.com

    Advanced

    Field Name Description Example Value Possible Values
    Published? Whether or not this service template is to be displayed on the homepage catalog Yes Yes, No
    Category Category for the service template to be put in. Templates can be filtered by the category on the homepage catalog Web Development List available from Categories Created
    Trial Period (Days) Number of days for a trial period of the service 0 Greater than 0
    Currency Currency for the service template USD Available currencies
    Service Type
    • Subscription Service - For reoccurring charges.
    • One-Time Service - For one time charges
    • Custom Service - For custom services whose prices can change at purchase
    Subscription Service Subscription Service, One-Time Service, Custom Service
    Trial Period (Days) Number of days for a trial period of the service 0 Greater than 0
    Service Subscription Amount Price for the service template 2777.68 Greater than 0
    Subscription Interval The time between a reoccurring service Monthly Daily, Weekly, Monthly, Yearly
    How Many "Interval"? The number of occurrences of the service 12 Greater than 0
    Prorated? If your service billing should include partial time intervals. More on proration here Yes Yes, No
  4. Fill in the custom fields of the form

  5. Select Submit Request Screenshot
(Note: If you are an administrator requesting the service on behalf of a user, the instance will need to be Approved)