How Do I Add/Remove a Service Category

This article outlines how to add or remove a new service category

To learn more about areas like this in you Phorest system, enroll in your Service Setup series in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

Video: Add & Archive a Service Category

Step-by-Step Guide

Click Manager > Categories.

Click into the Service Categories screen.

Here you will see the current Active Service Category list. You can add new categories, edit existing categories, or archive/remove unused or unwanted categories.

To add a new Service Category, click Add in the bottom right.

Fill in the details needed for this Service Category below.

Category Name: The name of this Service Category.
Color: The colour the Service in this Category will show on the Appointment screen.
Description: Any further detail to add to the Service Category
Department: Link the category to any Departments your salon may have E.G Hair, Beauty, Spa
Online Category: Link the category to the relevant online category.
Prompts: Add prompts to any services in this category when booking, at check-in or at payment.

If applicable, assign Rooms to this category that any service needs to be performed in.

Assign any Machines to services in this Service Category that may be needed for performing the service.

Click Save to add your Service Category.

To remove/archive a Service Category, open your list of Service Categories, ticket the checkbox(es) beside the Service Category/Categories you wish to remove, then click the Archive button.

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To learn more about areas like this in you Phorest system, enroll in your Service Setup series in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

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