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Is there a way to create Appointment categories?

Is there a way to create Appointment categories?

Is there an option to create categories in Appointments? I have a rather long list of services and don't like that my clients have to scroll through everything to get to what they want. If not, is it a feature coming soon?

 

Thanks!

2 Verified Answers
Verified Answer

Re: Is there a way to create Appointment categories?

So, there is a way to do this, but it requires embedding the list on your own website. 

In appointments, under online booking, website embed: 

"View Advanced Options" button

"Create New Widget for [your company name]"

Give this widget a name - location, day of the week, etc. Whatever will help you know what is in the list.

You can select what staff are able to be booked - so you could limit it per location

You can select which services are to be included

Save

Now you will see the widget in the "Saved Custom Widget" list.

Click view the online booking page will open displaying only the staff and services you selected. 

 

You can copy the link URL and either send it to clients, make a link on your business website, or embed the entire widget into your site. You can even embed several widget on the same page of your website to split up categories, dates/days, location, staff, etc, keeping all services on one page, just organized by categories. Or you can devote seperate pages to specific items/staff/etc. I created a google sites (in google drive) website to try this out. works beautifully with a google site. I haven't tried it with any other site yet.  It molds right into your webpage and keeps viewers on your site and not moving to the appointments page and missing all the other content on your website.

 

I hope this helps those that are really struggling with the need to have this all categorized and organized better. If you have any questions about what I've done here, please ask.

Verified Answer

Re: Appointment Categories?

I see how that would be super useful, especially when you have a wide range of services offered under one roof. We don't have that option right now but we'll announce any updates as soon as they're available. 

166 Comments
Admin

Thanks for joining us in the Seller Community @ChrissyC! We'll let you know when you can add categories with Square Appointments.We apprecaite your patience in the meantime.

Hi, I cant seem to edit the order of my services, especially since they have been moved under the Items Tab. I am under the dashboard on my laptop when trying and I cant find it. I also am not able to separate paragraphs/descriptions of services when using the variation option so it just looks like a long run on sentence.

having the same problem

This answer is no longer applicable due to "services" being moved to "items". The entire functionality is different and the reordering feature appears to be gone.

Square Community Moderator

Hey guys! I hear you in the need to rearrange your services even after the update happened that moved them under items. 

 

While services (now under items) will appear on dashboard in alphabetical order, you're still able to edit the display order of their services on the booking site here: https://squareup.com/appointments/booking/display_options

 

Hope this helps!

Beta Member

Thanks so much for adding this feature!

Admin

Delighted to hear that @crystalimages!

 

For anyone else following this thread that you can now add a category to a service in order to track sales by category. To get started, go to the Items section of your Dashboard and click Service Library. You can create a new category from the Categories tab and then click Assign Items to add services (or items) to it. From the Appointments app tap Items & Services.

 

However, I also want to note that your services will not display in categories on your online Appointments booking site. We're still working on that! 

Beta Member

So I’ve found a way to show items grouped together on the client’s side. 
1. Go to “All Services” under Items & Services. 
2. Select “Create Service”

3. Fill in the category in the name section (ex. Chemical Services) and description at the bottom

4. Turn off “Bookable by Client” feature

5. Select New Variation. 
6. Fill in necessary info and save. 

This will condense your product/service list on both you and your clients end. Hope this helps someone 

There is no option now to re arrange the order of services. Will this be changed? This is not ideal at all 😞

Square Community Moderator

Hi @Bsbnat,

 

I'd recommend checking out AshleyK's information above to see if that helps!