How to Edit Services and Fees in Docnote

You can manage your existing services at any time through the Services section in Docnote. Here's how to edit, copy, or delete a service.

Steps to access service options:

1. Select Services from the left-hand menu.
2. Find the service you want to manage and select the three orange dots (•••) on the far right of the service row.
3. A menu will appear with the following options:

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Edit Service

Select Edit Service to open the service details. From here you can update any information including the service name, price, description, HST settings, and visibility options. Select Save when finished.

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Copy Service

Select Copy Service to instantly duplicate the service. The copied service will appear directly in your services list and can be edited as needed.

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Delete Service

Select Delete Service to remove the service. A confirmation prompt will appear advising that this action cannot be undone.

• Select Yes to confirm — the service will be moved to Archived Services rather than permanently deleted.
• This ensures that any previously created requests using this service are not affected

💡 Good to know: Deleted services are moved to Archived Services, not permanently removed. This protects the integrity of any existing requests that were created using that service.