video1.0<iframe src="https://www.loom.com/embed/186f5432893c4d2881f7fad1289c8c94" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/186f5432893c4d2881f7fad1289c8c94-39ece082e0997626.gif51.307In this video, I walk you through the process of adding a service manager for a specific service within a client profile. First, you need to navigate to the clients tab and select the client you want to work with. Then, by clicking on the services button, you can easily add a service manager by selecting the plus button and choosing from your list. I demonstrated this by adding Adam as the service manager for the personal tax return service of the selected client. Please follow these steps to ensure that your client services are properly managed.