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: Add & Archive a Service Category


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.

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

Adding a new Client Category

Video: Maximize Client Filters with Client Categories


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: Automatic
Checkbox: Link the category to the relevant online category.
Retail Discount: Add prompts to any services in this category when booking, at check-in, or at payment.

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