Managing Categories ​

Categories help organize your services into logical groups. Good category management makes it easier for both staff and clients to find the services they need.

Understanding Categories ​

Categories in DaySpark work like sections in a menu:

  • They group similar services together
  • Help organize your service list
  • Make navigation easier for clients
  • Improve service findability
  • Maintain clear structure

Creating a New Category ​

Step 1: Access the Services Page ​

  • Navigate to the Services page in your DaySpark application.
  • You'll see a list of your current service categories and services.

Step 2: Add a New Category ​

Add category dialog

  • Click the "Add New" button in the top right corner of the page.
  • Select "Category" from the dropdown menu that appears.
  • A dialog will open for you to enter the category details.

Step 3: Fill Out Category Information ​

  • Category Name: Enter a clear, descriptive name that clients will understand (required field).
  • The system will automatically position the new category at the end of your list.

Step 4: Save the Category ​

  • Review the category name you've entered.
  • Click "Create" to save the new category.
  • The category will be added to your services page and available for organizing services.

Services page with a new category ready for services

Organizing Your Categories ​

Step 1: Reorder Categories ​

  • On the Services page, you can drag and drop categories to reorder them.
  • Click and hold the grip handle (⋮⋮) next to a category name to drag it to a new position.
  • Place the most important or popular categories first in your list.

Step 2: Edit Category Names ​

  • Click the pencil icon (✏️) next to any category name to rename it.
  • A dialog will open where you can update the category name.
  • Click "Update" to save your changes.

Step 3: Delete Categories ​

  • Click the trash icon (🗑️) next to a category name to delete it.
  • Important: You can only delete categories that have no services assigned to them.
  • If a category contains services, you'll need to move or delete those services first.
  • A confirmation dialog will appear before the category is permanently deleted.

Best Practices ​

Clear Structure ​

  • Use descriptive names that clients will understand
  • Keep categories focused on specific service types
  • Avoid creating overlapping categories
  • Maintain consistent naming conventions
  • Review and update categories regularly

Logical Grouping ​

  • Group similar services together (e.g., "Hair Services", "Skin Treatments")
  • Consider how clients think about your services
  • Make navigation intuitive and user-friendly
  • Keep a balanced number of categories (not too many, not too few)
  • Update categories as your service offerings evolve

Tips for Success:

  • Create categories that make sense to your clients, not just your internal organization.
  • Use consistent naming - avoid mixing singular and plural forms.
  • Consider seasonal categories for time-limited services.
  • Test your category structure by asking clients to find specific services.

What's Next? ​

After organizing your categories:

Helpful Hint

Create categories that make sense to your clients. Organize services the way clients think about them, not just how you organize them internally.

© DaySpark