Introduction to Categories

Categories allow you to group your Booking pages and Events types according to your specific scheduling scenarios. You can use categories exclusively within the admin interface, rendering them invisible to customers, or you can make categories visible to customers on your Booking pages and Master pages.

The user experience
Categories help you organize Booking pages and Events types listed in your Setup into intuitive and functional groups. By using categories on the backend, you can better manage department or cross-department roles and ownership in your organization. Categories combined with effective User management, allow you to streamline administrative tasks, resulting in greater business efficiency. Learn more about how to create categories for Booking pages and Event types

The customer experience
Categories that are visible to Customers may appear on your Booking pages and Master pages. Whether they appear and how they appear depends on the specific scenario:

  • If your Booking page or Master page includes more than one category, there will be a category selection step in the booking process. Customers will be displayed with the list of categories and will be required to pick the relevant one. This enables Customers to easily narrow down their selection criteria, creating a more coherent scheduling experience. 
Learn more about the Customer experience when your Booking page includes categories 
Learn more about the Customer experience when Your Master page includes categories 

 

Note: For Master pages including multiple categories, you can customize the category Label and Selection instructions to fit your specific scenario. By default, "Category" is used as the label and "Select a category" as the selection instructions. This text can easily be changed in the Master page Flow and assignment section

 
  • If your Booking page or Master page only includes one category, the category selection step will be skipped.
  • If your Booking page or Master page includes both categorized and uncategorized items, uncategorized items will only be displayed after a category. Customers will see the uncategorized items in the following step, regardless of which category was selected.
  • If your Master page includes Booking page categories and is using the Automatic assignment method, categories will not be visible to the Customer at all. 

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