Categories group related services, for example Hair, Nails and Skin Care. On your booking site, clients can jump to a category from the category buttons above the service list. In the dashboard, you can click a category to filter the Services table.
Before you start
- You need the Super Administrator or Owner role.
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Step 1 of 4
Create a category
Go to Services. In the categories panel next to the table, click Create Category. Enter a Name and click Create Category.
Each category name must be unique in your salon.
You will see:A Category Created message, and the new category in the panel.
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Step 2 of 4
Put services in the category
Open a service, choose the category in the Category field and click Save. A service belongs to one category at most. Services without one show as Uncategorized.
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Step 3 of 4
Change the category order
In the categories panel, drag a category by its handle to a new position. The new order saves right away.
You will see:A Categories Reordered message.
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Step 4 of 4
Change the service order inside a category
Click Reorder at the top of the Services page. Drag services to change their order. Each move saves right away. Services are ordered within their category. See Change the order clients see.
Rename or delete a category
Open the menu next to a category in the panel:
- Update opens the same dialog, where you can change the name.
- Delete removes the category. Its services aren't deleted. They become Uncategorized, and you can move them to another category later.
Category names are only labels for grouping. They aren't added to service names on invoices or in messages, so name your services so they make sense on their own.
Common questions
No. Each service has one category or none.