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Categories are how you keep a growing catalogue readable. Once you have thirty services or a hundred products, the list is faster to work with when it is grouped — colouring, cutting and treatments; or retail, tools and consumables. A category does not change price, tax or stock, and it does not change how anything is billed. Service categories are visible to customers though — the public booking page groups services under their category name, and a booking link can be scoped to a single category from Get booking link on the Services tab. Name service categories with that in mind.

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Categories belong to the tab they were created on

All three tabs of Offerings — Services, Products and Plans — manage categories inline, and a category is tied to the tab you created it on. One added from Products only appears on the Products tab, so a name only has to make sense there (“Retail”, “Consumables”). If you want the same grouping in more than one place — a brand, a location, a department — create it once per tab.

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Add or remove a category

1

Open the tab you're organising

Go to Offerings and pick Services, Products or Plans. Categories are managed from inside each tab, not from a separate settings page.
2

Add the category

Create it under Categories. It becomes available immediately on that tab.
3

Assign offerings to it

Edit a service, product or plan and set its category. Each one belongs to a single category, or none.
There is no rename in the app — categories can only be created and deleted here. If a name is wrong, add the replacement, move the offerings across, then delete the old one.

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Filter by category

Each tab’s category filter defaults to All categories. Set it to one category to narrow the list — useful when you are doing a price review across one group, or checking stock on a single product range.

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Where to next

Offerings overview

How services, products and plans fit together.

Services

Bookable services, classes and add-ons.

Products

Stocked goods, stock tracking and CSV import.

Plans and credits

Packages, memberships and the credit wallet.