Adding or Editing a Service Category

To get to Service Categories, type servicecat into the Convobar, or go to Meevo > Data > Service Categories.

To add a Service Category

Tip: Use the copy function to quickly create a new data record with similar details to an existing item. First, locate and select the existing item, and then select Copy. Meevo 2 will create a new definition with fields that are identical to the record you just copied. Make changes to the data as needed, and select Save when finished. Note that Central Office cannot copy items that are owned by a location.

From the Service Category search form, select Add New.
Enter a Display Name and Description.
Background: Select a color for the Service Category. Service Categories control the color of the bar along the left side of the appointment. In the example below, the vertical blue bar in this appointment reflects the Service Category.

Service Sub-Categories: Enter a Display Name and configure a Background color for this sub-category. You must add at least one sub-category.
To add another category, select Add New (shown below).
When finished, select Save.

Business Types in Central Office

Business Type: Select one if you configured Business Types. This determines the locations that will have access to this item once it is available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Make available to locations: Makes this item available to all locations of the selected Business Type. There is no option to exclude this item from a location. Once the item is made available to all locations and saved, the Make available option will not reappear. The only way to remove the item from locations is to delete the record in Central Office.

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, if All Business Types is an available option for this item, you can at any time change from a single Business Type to All Business Types.

To edit a Service Category

Note: Some fields may not be editable if the current location is not the item's Home Location.

Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.

Locate the Service Category and select it.
Select Edit, and make your changes.
When finished, select Save.