Make it easy for clients to browse and book services by organizing them into categories. Learn how to create, manage and delete service categories.  

This guide covers: 

• Getting started
• Creating new categories
• Managing categories
• Deleting categories
• FAQs

Getting started

Creating service categories helps clients easily find and select services when booking online. Start by deciding which types of services to group together.

Creating new categories

To create a new service category: 

1. Open the Catalog and select Service menu.
2. From the Categories menu, click Add category. 
3. Enter a Category name. For example, Hair services.
4. Choose an Appointment color to identify appointment types in the calendar.
5. Provide a Description to help clients understand the services offered.
6. Click Add. 

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

Managing categories

Organizing your categories and keeping them updated can help clients find what they need faster.

Rearranging categories and services

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.

Edit categories

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.

Add services and packages to categories

To add services or packages 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 package. 
4. Fill out the details.
5. Click Save.

Archive categories

Temporarily archive categories that are out of use or unavailable to clients, such as seasonal services. 

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. 

Archiving a category also archives its services and packages.

Unarchive categories

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. 

Deleting categories

Categories need to be archived before they can be deleted from the service list.

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 packages within a category will also be permanently deleted from your service menu.

FAQs

Q. How do I add services to a new category? 
After creating a category, open a service and assign it to the new category under Basic Details. You can also drag and drop services into categories from the Service menu.

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Q. Can I rename a category after it has been created?
Yes, open the Service menu, click Actions next to the category, and select Edit. Update the category details, including the name.

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Q. How do I feature a specific service? 
To feature services, open the Service menu and select Manage Order. Drag and drop the desired categories and services to the top of the list