Service categories let you group the services you offer, for example Hair, Nails or Massage, so they are easier to find in the Services list and can be used as filters on your online booking page. This article explains how to create categories, assign them to services, edit or delete them, and filter your Services list by category.
How do I create a service category?
Categories are created from the Service Categories window, which opens from the Category field of the service form.
In the left menu, click Services, then make sure the Services tab is selected at the top of the page.
Click the blue + Service button in the top right. The Create New Service window opens.
Under Service Type click Standard Service. The Basic Information section appears below.
Next to the Category drop-down (1), click the gear icon (2). The Service Categories window opens.
Under Add New Category, type the name in Category Name (1). This field is required.
Optionally type a Description (2).
Under Color (3), click one of the color swatches or click the large square on the left to pick a custom color. The color is shown as a dot next to the category name and as the tint of the category chip in the Services list.
Click Create Category (4). The new category appears under Existing Categories on the left.
Repeat for every category you need, then click Close to return to the service form.
If you only wanted to create categories and not a service, click Cancel at the bottom of the Create New Service window. The categories you created are kept.
How do I assign a category to a service?
Open the service form: click + Service to create a new service, or click the three-dot menu on an existing service card and choose Edit.
In the Basic Information section, open the Category drop-down (1) and choose the category.
Finish the rest of the form and click Next until you reach the last step, then click Create Service (or Update Service when editing).
Back in the Services list, the category name is shown in small capitals under the service name on the card.
How do I rename a category or change its color?
Open the Service Categories window. You can do this from the gear icon next to the Category field in any service form, or by scrolling to the CATEGORIES strip at the bottom of the Services list and clicking the pencil icon on the category chip.
Under Existing Categories, click the category you want to change (1). The right side switches to an editing panel headed Editing followed by the category name (2).
Change the Category Name, Description or Color, then click Update Category. Click Cancel Edit to leave the category unchanged.
Click Close when you are done.
How do I filter the Services list by category?
In the left menu click Services and make sure the Services tab is selected.
Open the All Categories drop-down (1) above the service cards and choose a category. Only services in that category are shown.
Choose All Categories again to show every service.
The CATEGORIES strip at the bottom of the Services list shows every category as a colored chip. Each chip has a drag handle (2), a pencil icon to edit the category (3) and a trash icon to delete it (4).
How do I delete a category?
At the bottom of the Services list, find the category chip in the CATEGORIES strip and click its red trash icon. You can also click the red trash icon next to the category in the Service Categories window.
Confirm the deletion. From the CATEGORIES strip, click Yes, delete it (1) in the Delete Category? box; from the Service Categories window, click OK in the confirmation your browser shows.
Services that used the deleted category are not deleted; they simply no longer have a category and are shown without a category name on their card.