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Category Master & Expense Categories

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Category Master​

Categories are like folders for your services and products — Hair, Skin, Nails, Retail Products and so on. They keep your billing screen tidy and make your reports easier to read.

How to open it: Master › Category Master

Categories and sub-categories​

  • A category is the main group (for example Hair).
  • A sub-category sits inside a category (for example Hair › Colour, Hair › Cut).

Adding a category​

  1. Click Add category.
  2. Under What is it for?, choose Services or Products. Each category holds one kind only.
  3. Type the Category name, for example Hair.
  4. Turn on Show in online store if customers should see it when they book or shop online.
  5. 🔑 If you have the Order Management feature, you'll also see Show in order management — turn it on so staff can pick the category when taking orders.
  6. Click Save category.

Adding a sub-category​

Click Add sub-category, choose Services or Products, pick the main category it Belongs to, type the Sub-category name and click Save sub-category.

Editing, images and stores​

The list shows each Category with its Sub-category and whether it's Active. On each row you can:

  • Edit – rename it, change where it shows, or switch it off (turn off Active). Then click Save changes.
  • Set Image – add a picture shown in your online store.
  • Store Details – choose which of your stores use this category: tick Used in this store for each store, then click Save changes.

Changes are sent to your billing counters automatically the next time they sync.

Expense Categories​

The kinds of expenses you record — rent, electricity, tea and snacks, repairs and so on. You'll pick one of these every time you record an expense, so your expense reports are neatly grouped.

How to open it: Master › Expense Categories

  • Click Add expense category, type the Category name (or pick one of the popular names), and click Save category.
  • To rename a category, click Edit on its row. Renaming it also renames it on expenses already recorded under it.
  • To stop using a category, click Edit, turn off Active and click Save changes. Old expenses stay as they are.
  • Record an expense at the top takes you straight to the page where you record one.