Adding and managing Categories
Created by Jessica Hoi, Modified on Wed, 28 Aug at 12:32 PM by Jessica Hoi
Categories are used to group certain services together, for example:
- Grooming would have nail clipping, wash and cuts etc
- Walking can have private or group walks etc
This helps split up your services and makes it easier for the Client to book what they're looking for.
How do I add a category?
- Navigate to the Catalogue section by clicking on the Catalogue icon on the side menu
- Click the Add dropdown, and then select Add Service Category
- Name the Category, add a description if needed and select the colour to identify your services, for instance, in your Appointment Calendar
- Click Save
Now you've added Categories, you can go ahead and add Services.
How do I edit existing Categories?
- Navigate to the Catalogue section by clicking on the Catalogue icon on the side menu
- Click on the 3 vertical dots at the end of the category and select Edit Service Category
- Update as necessary
- Click Save
How do I remove Categories?
Please note: Services must be removed first before a category can be deleted.
- Navigate to the Catalogue section by clicking on the Catalogue icon on the side menu
- Click on the 3 vertical dots at the end of the category and select Delete Service Category
Please note: This will archive the category so past appointments are still visible in the Appointment Calendar and Appointments in the Sales section.
However, all future appointments with this category/service will be cancelled.
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