Service categories
Learn how to add categories for services in Caspen.
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.
How to add a category
Go to Catalog → Services.
Click Add category.
Enter the details, then choose a Calendar color (See category field reference below).
Click Create. Your new category appears in the list and is ready to use for services.
Category field reference
Name
The category name shown in lists and menus.
Examples: Consultations, Counselling, Chiropractor, Physiotherapy.
Calendar color
The color services in this category use on the calendar.
Description (optional)
Internal note about how this category is used.
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.
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.
Edit a service category
Go to Catalog → Services.
Find the category, click Actions → Edit category.
Update the Name, Calendar colour, or Description, then click Save.
Archive a service category
Go to Catalog → Services.
Find the category, click Actions → Archive category.
The category is then removed from the Services list.
Frequently asked questions
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