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Categories group related items together across your clinic’s catalog. They apply to Services, Products, Medications, and Packages — so you only manage one set of categories for everything. Use categories to organize your offerings by treatment area (e.g., “Facials”, “Injectables”, “Consultations”), track revenue by group, and structure commission rules.

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Create a Category

1

Navigate to Categories

Go to Settings and select Categories.
2

Create Category

Click the Create Category button.
3

Enter Details

  • Name: A descriptive label for the category (e.g., “Facials”, “Injectables”, “Consultations”).
  • Description: An optional summary of the category’s purpose.
4

Save

Click Save. The category is immediately available for assignment to services, products, medications, and packages.
You can also create categories inline when editing a service, product, medication, or package — type a new name in the Category dropdown and select Create new category.

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Edit a Category

Click on a category name in the list to open the editor. Update the name or description and click Save.

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Where Categories Are Used

Categories appear throughout the platform:
  • Services, Products, Medications, Packages — Each item can be assigned to one category for organization.
  • Billing & Checkout — Items can be grouped by category in the checkout flow (controlled by the Item Sort Type setting in General Preferences).
  • Commission Structures — Commission rules can be scoped to specific categories.
  • Membership Discounts — Membership plans can offer category-level discounts that apply to all items in a category.
  • Tax Rules — Tax rates can be scoped to items in specific categories.
  • Reporting — Revenue and sales data can be filtered and grouped by category.

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Advanced Configuration

If you rename a category to match an existing category’s name, the system will merge them. All items previously assigned to the renamed category will be reassigned to the existing one.
Categories are shared across services, products, medications, and packages. Creating a new category from any item editor makes it available everywhere. This keeps your catalog organized with a single, consistent set of groupings.
  • Settings Services Write — Required to create, edit, and delete categories.
Admin users have full access to category management by default.