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Categories

3 min read

Group services so customers find them faster.

What This Page Is About

This page displays and manages all the categories used to organize your services.

If no categories exist, you will see a first-time card allowing you to add your first category.
If categories are present, you will see an Add Category button on the top-right.

All categories appear in a table showing:

  • Category Name

  • Total Services assigned to that category

  • Actions: Edit, Delete, Copy

A search bar helps you quickly find specific categories.

Categories page with the category table showing name, total services and edit, duplicate and delete actions

When You Should Use This Page

Use this page when:

  • You want to create new categories for your services

  • You need to rename or update existing categories

  • You want to organize services into clean groups

  • You want to duplicate a category setup

  • You want to remove categories that are no longer needed

What You Can Do Here

On this page, you can:

  • Add a new category

  • Edit an existing category

  • Copy an existing category

  • Delete a category

  • View how many services belong to each category

  • Search categories by name

How It Works

A. How to Create a Category (Modal)

  1. Go to the Categories page

  2. Click the Add Category button

  3. A Create Category Modal will open

  4. Fill in the fields:

    • Category Image (optional)

    • Category Name (required)

    • Description (optional)

  5. Click Save to create the category

Add Category form with image upload, category name and description fields

B. How to Edit a Category (Modal)

  1. Open the Categories page

  2. Find the category you want to update

  3. Click the Edit icon (pencil)

  4. The Edit Category Modal will open with all fields pre-filled

  5. Update the image, name, or description

  6. Click Save to apply changes

C. How to Copy a Category

  1. Locate the category in the category table

  2. Click the Copy icon

  3. A new category will be created with the same details

  4. Update it in the modal if needed before saving

D. How to Delete a Category

  1. Go to the Categories page

  2. Find the category you want to remove

  3. Click the Delete icon (trash)

  4. Confirm the deletion

  5. The category will be permanently removed

Tips & Best Practices

  • Use clear, simple category names (e.g., “Hair Care”, “Consultation”, “Home Services”).

  • Categories help customers filter services easily — organize them well.

  • Use category images only if they truly add value (images are optional).

  • Keep descriptions short and meaningful.

  • Avoid creating duplicate categories — use the search bar first.

Common Questions

Q. Can I create a category without a description or image?

Yes, only the category name is required.

Q. What happens if I delete a category?

The category is removed, but the services remain — they simply lose that category tag.

Q. Can a service belong to multiple categories?

Yes, and you can assign categories from the Create/Edit Service page.

Q. Does copying a category copy its image and description?

No, just the description and name will be copied not the image

Related Pages

  • Services – Assign categories to services

  • Team Members (if category is related to grouping by staff roles)

Can’t find it?
Talk to the RazorBooking team

Book a free help call or call us toll-free. For anything else, visit our contact page.

  • Human support
  • 24/7 support
  • Toll-free +1 (888) 282-4967
  • Free onboarding help
  • Free help moving from your old tool
  • Step-by-step guides

Can’t find it?
Talk to the RazorBooking team

Book a free help call or call us toll-free. For anything else, visit our contact page.

  • Human support
  • 24/7 support
  • Toll-free +1 (888) 282-4967
  • Free onboarding help
  • Free help moving from your old tool
  • Step-by-step guides