Service Category: How to set it up

Step-by-Step Guide to Managing Service Categories on YBP

1. Create a New Service Category

• Click CREATE in the Service Categories section.

• Fill in the details:

  • Name: Enter the name of the new category (e.g., “Gel Polish & Manicure”).

• Click SAVE to create the category.

2. Edit a Service Category

• In the Service Categories section, locate the category you want to modify.

• Click EDIT to update the name or other details.

• Save your changes.

3. View Service Categories

• Go to the Service Categories section in YBP.

• You’ll see a list of existing service categories with details like:

  • Name: Name of the category (e.g., “NAIL ART,” “Treatment Pedicure”).

  • Action: Options to EDIT or DELETE the category.

• Use the SEARCH bar to find specific categories or click RESET to clear the search.

4. Delete a Service Category

• In the Service Categories section, locate the category you want to remove.

• Click DELETE to remove the category from the system.

• Note: Ensure that no services are linked to this category before deleting it.

Key Tips for Managing Service Categories:

1. Use Clear and Descriptive Names: Make it easy for customers and staff to understand what each category includes (e.g., “NAIL ART” or “Treatment Pedicure”).

2. Organize Services Logically: Group similar services under the same category for better navigation.

3. Avoid Duplicates: Ensure each category is unique to prevent confusion.

4. Regularly Review Categories: Update or remove outdated categories to keep the system clean and efficient.