Tutorial: How to Use Categories

Categories are groupings you can use to organize your appointment types or packages. You can link directly to specific categories, use them to collapse appointment options in the scheduler, and more.

Adding, editing, renaming, and deleting categories

The process for adding, editing, renaming, and deleting categories is exactly the same on the Appointment types page as it is on the Packages, gift certificates, and subscriptions page.

If you want to create an appointment type category, click Appointment types. Find the appointment type you want to categorize and click Edit. If you want to add an appointment type to an existing category, select a category from the dropdown menu. If you want a new category, create a new category, give it a name, then save and update the appointment type.

If you want to rename a category, just click the category name from the Appointment types panel, update the name, and save.

If you want to delete a category, leave the name field blank and save. This will remove the appointment types from all categories.

If you want to transfer the appointment types to an existing category, write in the name of the existing category and save. Your appointment types will be added to that category.

Sharing your categories

To link directly to an appointment type category, go to the appointment type and click Direct scheduling link. Copy the link and share it with clients. To embed the scheduler for that specific category, click the embed tab and use the code that appears.

You can follow these same steps to add categories for packages. To do this, click Packages, gifts, and subscriptions, then follow along with the instructions above.