How do I add a new Category? (Staff/Service/Product/Client)

This article will show you how to create a new Category for a product, service, staff member or client.

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Adding a new Product Category

Go to Manager > Categories > Product Categories

Here you will see a list of your existing Product Categories. Click Add to create a new Product Category

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Type in the name of your new Product Category, give it a Description if you need one, then click Save.

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If you need to apply this Product Category to a Product, go to Manager > Stock/Inventory > Double click on your product, edit the Category then click Save.

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If you are running reports or searching for inventory you can use the Category drop-down menu to easily filter your list of products by category.

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Adding a new Service Category

Video Guide


Step-by-Step Guide

Go to Manager > Categories > Service Categories.

Here you will see a list of your existing Service Categories. Click Add to create a new one.

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Fill in the main Service Category details on the next screen

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You can use the Rooms and Machines sections to assign every service under this category to a room/machine.

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To learn more about assigning service categories to rooms/machines, click here.

To finish creating the service category, click Save.

If you add/edit a service, you will now be able to assign it to your new category. To learn more, click here.

Adding a new Staff Category

Go to Manager > Categories and click on Staff Categories

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Here you will see a list of your current staff categories. To create a new one, click Add, then give it a Name and click Save.

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To assign your new category to a staff member, go to Manager > Staff Members > Single click on a staff member's name to open their Staff Profile, then assign the new category using the Staff Category dropdown and click Save.

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Click here to learn how you can set up different price levels for your services using Staff Categories.

Adding a new Client Category

Video Guide


Step-by-Step Guide

Click Manager > CategoriesClient Categories

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Click Add to begin creating a new category

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Fill in the details needed for this Client Category and click Save.

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Category Name: The name of this Client Category.
Description: Any further detail to add to the Client Category
Service Discount: Apply automatic discounts to services for any client that has this client category applied.
Checkbox: Also apply Services discount to packages & special offers.
Retail Discount: Apply automatic discounts to product sales for any client that has this client category applied.

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