EMS - Creating New Experience Categories

EMS - Creating New Experience Categories

⏱ Estimated time: 1–2 minutes
👤 Role: Admin / Management

What you'll learn

  • How to create a new Experience Category in EMS

  • How to group services for better reporting and navigation

When should I use this?

Experience Categories are used to group related treatments or services together. This helps organize the booking diary, online booking journey, and financial reporting.

  • Examples may include: Massages, Facials, Manicures, or Day Packages.

  • Key Logic: Every "Experience" (service) must be assigned to a category. Creating logical categories is the first step before building out your service menu.

Before you start

Before creating a new category, confirm:

  • The category name matches your guest-facing service menu.

  • How you want these groups to appear in financial reports.

Step-by-step: Creating a Category

1. Open the Administration panel

Click Settings in the navigation menu to open the Administration area.

2. Navigate to Categories

Select Categories from the list of available administration options.

3. Add a new Category

Click + Add New in the top right corner of the screen.

4. Enter Category Details

  • Category Name: Enter the name (e.g., Body Treatments).

  • Display Colour: Select a colour for the diary identifier. 

5. Save the Category

Click Save to create the category. It is now ready to have individual Experiences assigned to it.


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