> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dmly.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Organise the catalogue with categories

> Group services, products and plans into categories so a long catalogue stays easy to filter.

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.

## 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.

## Add or remove a category

<Steps>
  <Step title="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.
  </Step>

  <Step title="Add the category">
    Create it under **Categories**. It becomes available immediately on that tab.
  </Step>

  <Step title="Assign offerings to it">
    Edit a service, product or plan and set its category. Each one belongs to a single
    category, or none.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

## Where to next

<Columns cols={2}>
  <Card title="Offerings overview" icon="tags" href="/offerings/overview">
    How services, products and plans fit together.
  </Card>

  <Card title="Services" icon="calendar-days" href="/appointments/services">
    Bookable services, classes and add-ons.
  </Card>

  <Card title="Products" icon="box" href="/offerings/products">
    Stocked goods, stock tracking and CSV import.
  </Card>

  <Card title="Plans and credits" icon="credit-card" href="/offerings/plans-and-credits">
    Packages, memberships and the credit wallet.
  </Card>
</Columns>