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Service Categories

Categories and sub-categories allow you to sort your services into similar groups. This allows for easier reporting for similar items.

Add a Category #

  1. Go to Services, then click on Categories.
  2. Click Add New.

  3. Type in the category name and select the default color for any services in this category, then click Save.

Add a Sub-Category #

  1. Go to Services, then click on Categories.
  2. Click on an existing Category.
  3. Type in the sub-category name and click the green check.

Edit or Deactivate a Category or Sub-Category #

  1. Go to Services, then click on Categories.
  2. Click on an existing Category.
  3. Edit the name of the category or sub-category, or click the Deactivate button for either.

Video - Service Categories #

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Updated on December 27, 2022