Create and manage service categories

To create a new service category: 

1. Open Catalog and select Service menu.
2. Click on Add and select Category.
3. Enter a Category name.
4. Select an Appointment color.
5. Add a Description to provide details about the services.
6. Click Add.

Check your Time and calendar settings to set how colors are displayed.

To create a new service category: 

1. From the main menu, go to the Menu icon and tap on Settings.
2. Under the Workspace settings list, select Catalog and then Service menu.
3. Tap (+) Add and then select Category from the options.
4. Enter a Category name. For example, "Hair Color Services”.
5. Select an Appointment color to help visually identify services within the category in the calendar.
6. Add a Description to provide details about the services within the category.
7. Tap Add to save the category.

Check your Time and calendar settings to set how colors are displayed.

To define the order your services will appear to clients when booking online: 

1. Open the Catalog and select Service menu.
2. Click on Manage order from the menu bar.
3. To rearrange categories only, set the dropdown filter to Categories only.
4. Drag and drop the categories to arrange them.
5. Click Save.

To define the order your services will appear to clients when booking online: 

1. Open the Catalog and select Service menu.
2. Tap on Actions (the three dots) in the top right corner, then Set menu order.
3. To rearrange categories only, set the dropdown filter to Categories only.
4. Drag and drop the categories to arrange them.
5. Tap Save.

To add services or bundles to a category:

1. Open the Catalog and select Service menu.
2. Next to the relevant category, select Actions.
3. Choose Add service or Add bundle. 
4. Fill out the details.
5. Click Save.

To add services or bundles to a category:

1. Open the Catalog and select Service menu.
2. Next to the relevant category, select Actions (the three dots). 
3. Choose Add service or Add bundle. 
4. Fill out the details.
5. Tap Save.

To edit a service category:

1. Open the Catalog and select Service menu.
2. Next to the relevant category, select Actions, then Edit.
3. Make changes to the category details as needed. 
4. Click Save.

To edit a service category:

1. Open the Catalog and select Service menu.
2. Next to the relevant category, select Actions (the three dots) then Edit.
3. Make changes to the category details as needed. 
4. Tap Save.

To archive a service category:

1. Open the Catalog and select Service menu.
2. Next to the relevant category, select Actions, then Archive.
3. Select Archive all to reconfirm.

To archive a service category:

1. Open the Catalog and select Service menu.
2. Next to the relevant category, select Actions (the three dots) then Archive.
3. Select Archive all to reconfirm.

To unarchive a service category:

1. Open the Catalog and select Service menu.
2. Click on Filters from the search bar. 
3. Under Status, select Archived and Apply.
4. Next to the archived category, click Actions, then Unarchive.
5. Select Unarchive to reconfirm.

To unarchive a service category:

1. Open the Catalog and select Service menu.
2. Tap on Filters from the search bar on the right. 
3. Under Status, select Archived and Apply.
4. Next to the archived category, tap Actions, then Unarchive.
5. Select Unarchive to reconfirm.

To delete a service category: 

1. Archive the category as described above.
2. In the Service menu, select Filters from the search bar. 
3. Under Status, select Archived, then Apply.
4. Next to the archived category, click Actions, then Permanently delete.
5. Select Delete all to reconfirm.

Any services or bundles within a category will also be permanently deleted from your service menu.

To delete a service category: 

1. Archive the category as described above.
2. In the Service menu, select Filters from the search bar on the right. 
3. Under Status, select Archived, then Apply.
4. Next to the archived category, tap Actions, then Permanently delete.
5. Select Delete all to reconfirm.