ersum enables you to create service categories and subcategories.


You can assign both services and employees to categories. Thanks to that, the system will be able to ensure that once a service is selected in the online booking panel or while searching for openings, only employees who can perform this service will be available for booking.


Creating service categories is especially important if you aim to enter a considerable number of services to the system. Dividing the service database into categories and subcategories will allow you to find services easily.


Sample category and subcategory use


Two categories have been created: hair, beauty
In the hair category, the following subcategories have been created: kids, gents, ladies
In the beauty category, the following subcategories have been created: female waxing, male waxing, manicures & pedicures
In the ladies subcategory, the following services have been added: haircut, haircut & blowdry, colouring, treatment
...etc.


In order to add a service category/subcategory:


  1. Click services in the left sidebar:


  2. Click the add/edit/delete option on the left:


  3. Click the add a category button at the top:


  4. Enter the name of the category
  5. If you want to add a subcategory, select the option Add as a subcategory and select the parent category
  6. Select the VAT rate for the category. This will be the default VAT rate for all services added to the category (you will be able to change it manually for a particular service)
    Tip: For VAT rates to appear, you first need to configure your VAT settings. You can do it in settings > additional settings > VAT
  7. Assign employees to the category. You can either select the All employees option, or click the plus next to that option to expand the employee list and select specific employees
  8. Click save changes
  9. Click save changes and finish below the category list.

In order to edit a category:


  1. Click services in the left sidebar
  2. Click the add/edit/delete option on the left
  3. Hover the mouse cursor over the category you want to edit, click the drop-down menu that will show and select edit:


  4. Once you've updated the details, click save changes and finish below the category list.

In order to delete a category:


  1. Click services in the left sidebar
  2. Click the add/edit/delete option on the left
  3. Hover the mouse cursor over the category you want to delete, click the drop-down menu that will show and select Delete:


  4. Confirm the deletion
  5. Click save changes and finish below the category list.