Assigning services to categories helps customers find what they need. This article explains how to organize your services using categories.
Why Organize by Category?
Categories improve:
Customer Experience
- Easier to browse services
- Related services grouped together
- Faster decision-making
Staff Management
- Clear service groupings
- Easier to assign related services
- Better organization for training
Business Operations
- Logical menu structure
- Cleaner reporting
- Professional appearance
Assigning Categories to Services
When Creating a Service
- Open the Add Service form
- Find the category selection
- Choose one or more categories
- Complete service creation
For Existing Services
- Open the service's detail panel
- Go to the Details tab
- Find the category field
- Add or change categories
- Save changes
Multiple Categories
A service can belong to multiple categories:
Example: "Express Facial"
- Category 1: Facials
- Category 2: Express Services This service appears in both category lists, making it easier to find.
When to Use Multiple Categories
- Service fits multiple groupings
- You want maximum visibility
- Different customers search different ways
When to Keep Single Category
- Service clearly belongs to one group
- Simpler organization
- Avoiding confusion
Removing Categories from Services
To remove a category from a service:
- Open the service's detail panel
- Go to the category section
- Click to remove the category
- Save changes The service remains active, just without that category association.
Category-Based Filtering
Categories enable filtering:
In Your Dashboard
- Filter service list by category
- See only "Hair Services" or "Massage"
- Helps manage large service menus
On Booking Pages
- Customers can browse by category
- Reduces overwhelming long lists
- Guides customers to relevant services
Uncategorized Services
Services without categories:
- Still appear in your full service list
- May not appear in category filters
- Can be harder for customers to find Best practice: Assign every service to at least one category.
Reorganizing Services
If you need to restructure categories:
- Plan the new structure — Decide on new category names
- Create new categories — Add any new ones needed
- Reassign services — Move services to appropriate categories
- Remove old categories — Delete empty or unused categories
- Verify — Check the booking page looks correct
Example Organization
Before (Disorganized)
- Haircut (no category)
- Color (in "Services")
- Massage (in "Services")
- Facial (no category)
After (Organized)
- Hair Services: Haircut, Color
- Spa: Massage, Facial
- Express: Quick Trim, Mini Facial
Best Practices
- Assign all services — Don't leave services uncategorized
- Use intuitive categories — Match how customers think
- Keep categories balanced — Avoid one huge category and many small ones
- Review periodically — Adjust as services change