Creating service categories is the first crucial step in organizing your salon's pricing data. By grouping your treatments logically, you streamline the process of calculating overheads and guarantee that every service price adjustment is based on clear, easily accessible profit and loss metrics.
Step-by-Step Instructions
Navigate to the Menu, select Services, and then click on Service List.
Click on the CREATE/EDIT CATEGORIES button. This will open a pop-up window.
Type the name for your category into the provided field.
Click the Add Category button.
Your new category will immediately save and appear in the list at the bottom of the pop-up window.
Reading Your Results
The Service List will now display your newly created category, allowing you to assign individual services to it so you can track the exact profit or loss margin by specific service types.
Applying This Data
A well-organized category list makes it easier to review your pricing structure at a glance, empowering you to confidently make a necessary price adjustment across specific treatment groups to protect your margins.
Frequently Asked Questions (FAQs)
Q: Will this sync with my booking software?
A: Insightful Sums operates entirely independently to replace complex spreadsheets. It is a standalone pricing tool and does not integrate with booking or accounting software.
Q: Do I have to create a category before adding a service?
A: Yes. You must create at least one category before the system will allow you to manually add a new service to your dashboard.
Q: Can I manage these categories later?
A: Yes. From the same pop-up window, you can edit category names or delete categories entirely as your salon menu evolves.
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