Service categories

💡 Tip

Organize your services into clear categories (e.g. Bath, Grooming, Aesthetics): it speeds up scheduling, makes the chatbot easier to navigate and improves category reports.

Categories group your services (e.g. Bath, Grooming, Aesthetics). Every service belongs to a category, and it’s by them that the calendar, the chatbot and the reports organize the visits.

The screen

Under Settings → Registers → Categories, pick the segment tab (Pet Shop, Clinic, Daycare/Hotel) and see the categories already created. Each has the pencil to edit and the trash to remove. Click New Category to create one.

Step 1 — New Category

In the New Category form:

• Category name* — how it appears (e.g. Bath, Aesthetics);
• Category type* — the billing type the category belongs to (Bath, Grooming, etc.). The type influences grouping and report reading.

Click Save.

Edit and remove

Use the pencil to rename or change a category’s type, and the trash to remove it. When creating a service, you pick its category — so create the categories before the services.

See also

• Create a service
• Create a combo
• Service recommendation