How do I add or remove service templates from Frequently Used Services?

You may want to add or remove service templates from the Frequently Used Services category. Here is how:

To remove a service template:

1. From the Edit menu in the top bar, choose Service Templates

2. Right-click a service in the Frequently Used Services category

3. From the pop-up menu choose Delete Template from category

To add a service to a category

EITHER open Manage service templates as above, expand All Services, click and hold the left mouse button down over the service you want to add, and drag it to the category required.

OR Do not use Manage service templates. Instead, start a new service using the template you want to add to a new category, as if you were intending to plan a service. It does not matter which date you choose. When the service is open, choose Service Properties from Service menu. Select Categories on the left hand side. Click Add. Select the category to which you want to add the service, eg Frequently Used Services, and click OK. There is no need to save the service; the category change is immediate.

I recommend the first approach for removing services from categories, and the second for adding them, since performing a long drag operation with the mouse is awkward.