EMS - Managing Experience Categories

EMS - Managing Experience Categories

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

What you'll learn

  • How to edit category names and display orders

  • How to deactivate categories that are no longer in use

When should I use this?

Use this guide to keep your service menu organized as your business evolves, such as during a seasonal menu change or a rebrand.

Before you start

Important Notice: Changing a category name will update that heading across the entire system, including the Online Booking portal. Ensure the new name remains clear for guest navigation.

Step-by-step: Managing Categories

1. Access Category Settings

Navigate to Settings → Categories to see your list of active groups.

2. Edit a Category

Select the category you wish to change from the list.

3. Update Name or Colour

  • Rename: Update the Category Name field.

  • Recolour: Change the Display Colour for the diary identifier

4. Toggle Visibility (Deactivate)

If you no longer offer services in a specific category, you can toggle the Active status to "No" to hide it from the booking journey without deleting the historical data.

5. Save Changes

Click Save to commit the updates. Changes will reflect in the diary and online booking immediately.

Best practice

  • Guest Perspective: Keep category names simple (e.g., "Massage" rather than "External Specialist Clinical Massage") to ensure a smooth online booking experience.

  • Reporting: Regularly review categories to ensure they align with your current business departments.

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