Keeping your service categories accurate ensures your pricing data remains organized and easy to analyze. Whether you are rebranding a treatment menu or removing outdated groups, managing your categories correctly prevents missing data, ensuring you always know your exact profit and loss margins.
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.
To Edit a Category: In the list below the creation field, click on the name of the category you wish to change. Type the new name. The system will autosave as soon as the changes are made.
To Delete a Category: Locate the category in the list and click the trashcan to delete it. Important: You must assign existing services to a new category before deleting their current one. If you delete a category, any services saved under it may disappear from your service list.
Reading Your Results
The pop-up list will immediately reflect your updated category names or the removal of deleted categories, keeping your backend pricing calculator organized.
Applying This Data
Maintaining a clean, up-to-date category list allows you to accurately review the costs of specific treatment groups, ensuring you have the right data to confidently make a necessary price adjustment to protect your margins.
Frequently Asked Questions (FAQs)
Q: Why did my services disappear after I deleted a category?
A: If services are attached to a category that is deleted, they lose their grouping and may disappear from your main service list. Always reassign your services to a new, active category before deleting their old one.
Q: Do I need to click a save button after editing a category name?
A: No. When you change a name in the category list, the system autosaves your changes instantly.
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