Categories

If you have several service types or multiple locations, PocketSuite makes it easy for your clients to find what they're looking for with categories. This is a way to sort your services into buckets so it'll appear online in a streamlined manner.

Be sure it's on in settings > features > categories > save.

Setup on Mobile:

Once the feature is on, you will find categories under settings. You can set up categories for types of services, different locations, or even different Pros if you have team members. Tap + to add a new category, then in "items", decide which services, classes, packages, or subscriptions should go in the category. You can also add a category description to share more information about the items in that category.

Create a New Category

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Creating a basic category is as easy as:

a) Add a Name

b) Select the Services, Classes, Packages, etc you offer that fall under your new category

Optionally, if you really want to make your category look clean and professional, you should also:

c) Add a Description

d) Add a Cover Image

e) Tap Save

Edit Your Categories

Tap on the category to edit, preview or sort items. When you tap on edit, you'll be taken to the Category Details view. You can also swipe right to left on a category to delete it.

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You can reorder the way the categories appear by holding down on the three lines out to the side of the category name, then dragging the category up and down to where you'd like it.

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You can also sort the items within the category. Tap on the category > edit > sort items > hold down the 3 lines next to the item to sort it up and down. 

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Tap on preview to view your categories online or tap on online booking. 

Pro Tip: Once you start using categories, any item not in a category will no longer appear online, so be sure they've all got a home!

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Pro Tips: 

Here are a few things about using Categories that you might not know:

a) By flipping a category's Show Online switch to OFF, you can prevent clients from booking any of the services in that category.

b) You can use categories to send clients to targeted services by adding /category=CategoryName to the end of your booking link. For example, the Category Name I set for the one I created above was Dog-Walking. So, in this case, I would add /category=Dog-Walking to the end of my booking link to send clients directly to that category.

 

Setup on Desktop:

Set categories on desktop by tapping on settings > categories. If you already set up categories on mobile, it will appear here too. Any changes made on either devices will be reflected on the other device. Tap on "add a category" to add a new category. 

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Similar to mobile, you can hold down the 6 dots to move the category. Tap on select to view the option to edit, preview, or sort items.

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You can tap edit to edit the information inside the category. Tap the down arrow under items to add more items or the x symbol to remove the item. 

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Once your categories are all set, you can tap online booking to see all your categories or tap preview on the actual category to see just that category online. 

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Video Setup:

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