Service categories
Learn how to add categories for services in Caspen.
Overview
Categories let you group services and assign colours so they are easy to scan in lists and in the calendar.
How to add a category
Go to Catalogue → Services.
Click Add category.
Enter the details, then choose a Calendar colour (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 colour
The colour 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 colour in the calendar.
If you change a category’s colour later, all services in that category update to the new colour.
Why it helps Colours 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 colour → 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 Catalogue → Services.
Find the category, click Actions → Edit category.
Update the Name, Calendar colour, or Description, then click Save.
Archive a service category
Go to Catalogue → Services.
Find the category, click Actions → Archive category.
The category is then removed from the Services list.
FAQs
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