Organizing Services with Categories

What Are Categories?

Categories help you organize your services into logical groups, making it easier for clients to browse and book appointments. When you assign services to categories, they appear as clearly labeled sections on your booking page.

Benefits of Using Categories

Categories improve the client booking experience by:

• Grouping related services together under descriptive names
• Allowing clients to quickly find the services they want
• Providing direct booking links for specific categories
• Letting you control the order categories appear on your booking page
• Ensuring all services remain bookable through the default category

Default Category

Your CRM includes a default category that cannot be deleted. This category serves as a safety net:

• New services without assigned categories automatically go here
• Services from deleted categories move here automatically
• You can rename this category to match your business needs

Creating a New Category

To create a category:

1. Go to Calendar > Calendar Settings > Services
2. Click + New Category in the left sidebar
3. Enter a descriptive category name
4. Define the category URL (this creates a shareable link)
5. Click Create Category

Assigning Services to Categories

After creating categories, assign your services:

1. Click the three-dot menu next to a service
2. Select Edit
3. Choose the appropriate category from the dropdown
4. Click Save Changes

Editing Categories

You can update category names and URLs:

1. Click the three-dot menu next to a category
2. Select Edit
3. Make your changes to the name or URL
4. Save your changes

Sharing Categories

Each category has its own booking link:

1. Click the three-dot menu next to a category
2. Select Share Booking
3. Use the provided link to share only that category's services

Deleting Categories

You can remove categories you no longer need:

1. Click the three-dot menu next to a category
2. Select Delete
3. Confirm deletion by clicking the red Delete button

Note: Services from deleted categories move to the default category automatically.

Reordering Categories

Control how categories appear on your booking page:

• Drag and drop categories in the left sidebar to change their order
• The new order appears immediately on your public booking page

Best Practices

• Use clear, descriptive category names
• Consider renaming the default category to match your business
• Use category-specific links for targeted promotions
• Keep your category structure simple and intuitive