Manage service categories
Learn how to organise your services using categories to help clients browse more easily.
In this article
How service categories work
Service categories group related treatments together so your menu is organised, giving clients an easier way to explore what you offer.
You can use categories when creating a single service or bundle to separate different types of treatments, highlight key service areas, or build a menu structure that suits your workflow and team.
Create a new service category
- From the main menu on the left of your screen, go to Catalog.
- Select Service menu from the left menu panel.
- Click on the Add button in the top right, then select Category.
- In the Add category pop-up, enter the following details:
- Category name: The name that appears in your service menu and to clients when booking, helping you organise your treatments clearly.
- Appointment color: Choose a color to visually identify services in this category.
- Description: Add a short summary that helps clients understand what types of services are included in this category.
- Click on the Add button at the bottom to create the category.
Once the category has been created, it will appear in your service menu. You can then assign this category when adding single services or bundles.
Rearrange the service category order
- From the main menu on the left of your screen, go to Catalog.
- Select Service menu from the left menu panel.
- Above the service menu, click on the Manage order button in the toolbar.
- Under Set menu order click on the Categories and service button and select Categories only.
- Drag and drop the categories to arrange them.
- Click on the Save button in the top right to update the categories' order.
Once updated, your new category order will appear in your service menu as arranged.
Manage service categories
- From the main menu on the left of your screen, go to Catalog.
- Select Service menu from the left menu panel.
- Next to a service category, click on the Actions button and select one of the following options:
- Edit: Update the category details with any changes. Click on the Save button in the top right.
- Add service: Create a new service directly within this category.
- Add bundle: Create a new service bundle that will be grouped under this category.
- Archive: Remove the category from your menu without deleting it permanently.
- Permanently delete: Remove the service from your service menu entirely.
Once the category has been unarchived, it will reappear in your service menu. You can then assign this category when creating a single service or bundle.
- From the main menu on the left of your screen, go to Catalog.
- Above the service menu, click on the Filters button in the toolbar.
- In the pop-up, click on the drop-down under Status and select Archived.
- Click on the Apply button at the bottom of the pop-up.
- Next to the archived category, click on the Actions button, then select Unarchive.
- In the pop-up, click on the Unarchive button to confirm.
Once the category has been unarchived, it will reappear in your service menu. You can then assign this category when creating a single service or bundle.
FAQs
Archiving or deleting a category also removes the services and bundles that are grouped within it.