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From your dashboard, click Places and then Portfolio.
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From the Portfolio page, you can click on the Portfolio you’d like to configure or search it on the search bar.
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On the portfolio page, click on the Service Providers tab and select Categories & Priorities.
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From the skill/categories, click on the dropdown icon and then + Include Service Provider.
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Then list of Service Providers available will appear and you may add them by clicking + include beside their names. 
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On the pop-up window, select the property(s) you want the service provided to be added. To finalize the configuration/change, click on Continue. 
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  Do you also need to update your service provider’s skills? Check this help guide: How to Prioritize/Edit Service Providers With Their Skills
Last modified on May 12, 2026