# Service categories

> Learn how to add categories for services in Caspen.

Source: https://support.caspen.com/catalog/services/service-categories
Documentation index: https://support.caspen.com/llms.txt

## Overview

Categories help you organize services and assign colors so they are easier to scan in lists and in the calendar. Categories also help structure your online bookings by grouping services for clients when they book.

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## How to add a category

1. Go to **Catalog** → **Services**.

<figure><img src="https://support.caspen.com/files/JrVejGOjl2Q3oBxc6n95.webp" alt=""><figcaption></figcaption></figure>

2. Click **Add category**.

<figure><img src="https://support.caspen.com/files/wVH1kYT0hk29RZtYUtDW.webp" alt=""><figcaption></figcaption></figure>

3. **Enter the details**, then choose a **Calendar color** (See category field reference below).

<figure><img src="https://support.caspen.com/files/pVUqqfrS7qdXPgA27KUp.webp" alt="" width="421"><figcaption></figcaption></figure>

4. **Click Create**. Your new category appears in the list and is ready to use for services.

<figure><img src="https://support.caspen.com/files/8uOEgCLJGKtztXxxQtr9.webp" alt=""><figcaption></figcaption></figure>

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### Category field reference

| Field                  | Description                                                                                                                         |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| Name                   | <p>The category name shown in lists and menus. </p><p>Examples: Consultations, Counselling, Chiropractor, Physiotherapy.</p> |
| Calendar color         | The color services in this category use on the calendar.                                                                            |
| Description (optional) | Internal note about how this category is used.                                                                                      |

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### How category calendar colours work

**How it works**

- Services inherit their category color in the calendar.
- If you change a category’s color later, all services in that category update to the new color.

**Why it helps**\
Colors make it easy to scan your calendar and lists. Use distinct colours for each service category (for example: Consultations = blue, Women’s Health = green).

**Example (set a category colour):**\
**Actions** → **Edit category** → **Calendar color** → select **Blue** → **Save**.

<div align="center"><figure><img src="https://support.caspen.com/files/ihMpRJFHz0OfwusBHQJA.webp" alt="Edit category with the colour picker (blue selected)." width="419"><figcaption><p>Edit category with the colour picker (blue selected).</p></figcaption></figure></div>

**Where you’ll see it**

- **Services list:** _Initial consultation_ and _Follow-up consultation_ show in blue because they belong to the **Consultations** category.
- **Calendar:** Those services appear in blue on the calendar.

<figure><img src="https://support.caspen.com/files/MLnKRCiHCXJn5RkGyNrt.webp" alt="Services list using the Consultations category color (blue)."><figcaption><p>Services list using the Consultations category color (blue).</p></figcaption></figure>

<figure><img src="https://support.caspen.com/files/qVDmo2BJSQQwpuoWcRwk.webp" alt="Calendar events using the Consultations category color (blue)."><figcaption><p>Calendar events using the Consultations category color (blue).</p></figcaption></figure>

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## Edit a service category

1. Go to **Catalog** → **Services**.
2. Find the category, click **Actions** → **Edit category**.

<figure><img src="https://support.caspen.com/files/d8J59xvfQWGfXnDk6MxA.webp" alt="Example: Selecting Edit category for Consultations."><figcaption><p>Example: Selecting <em>Edit category</em> for Consultations.</p></figcaption></figure>

3. Update the **Name**, **Calendar colour**, or **Description**, then click **Save**.

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## Archive a service category


> **Info:**
>
> **Note:** You can only archive an empty category. Reassign or archive its services first.


1. Go to **Catalog** → **Services**.
2. Find the category, click **Actions** → **Archive category**.

The category is then removed from the Services list.

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## Frequently asked questions

<details>

<summary><strong>Can I archive a category with services grouped under it?</strong></summary>

Yes, but you must move or archive those services first. Reassign the services to another category (or archive them), then archive the category.

</details>

<details>

<summary><strong>Do activities follow the same category colour rule as services?</strong></summary>

Yes, activities inherit their category colour, just like services.

</details>

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