Manage Categories Praxis Desk

Categories let you group individual services — in the overview and in the online booking calendar.

Where do I find categories?

Open Services → Individual Services and click Categories in the top right. The Services button takes you back.

Categories opens the categories page for the company you chose in the company selector at the top of the Individual Services page. If you work with several companies (cooperation), choose the company you want to create the category for there first.

1. 1Create category button.

Create a category

1. Click Create category.
2. Enter a name.
3. Optionally add a description and pick a color.
4. Click Save.

The color appears as a stripe to the left of the category and — depending on the service's setting — on the services themselves. See Color → Based on category in Create Individual Service.

Edit or delete a category

Every row has a menu on the right with Edit and Delete.

Assign a service to a category

1. Open Services → Individual Services.
2. Click the service name to edit it.
3. In the General tab, pick the category in the Category field.
4. Click Save.

offisy collects services without a category under No category in the overview. This group is always shown, even when it is empty.

Change the order

• Sort categories on the Categories page by drag-and-drop, using the handle to the left of the name.
• Sort services in the Individual Services overview — also by the handle, within their category.