A common example of bulk actions is adding a service to a selection of clients in one action rather than going in and adding the service to each client individually.


To do this, just select one or more rows in your Client insight. That will show you the bulk action icons. 



Click on the "Add services to clients" action on the ellipsis button.


This will launch the "Add service..." panel:



All you need to do now is configure the service and add it :) This includes all the normal configuration like adding a Service Manager, auto-planning and client notifications.