How to Use Categories in Acuity A Andrew Kelly

Categories are groupings you can use to organize your appointment types or packages. You can link directly to specific categories, use them to collapse appointment options on the scheduling page and more.

Categories for Appointment Types vs. Categories for Packages

You can organize both appointment types and packages into categories. These categories will function almost identically, but you cannot mix packages and appointment types in one category. If you create an appointment type category and a package category with the same names, the two categories will remain separate.

Creating Categories

Note: You must have at least two of something before Acuity will allow you to add categories. So, you need at least two appointment types to add categories to your appointment types, and you need at least two packages to add categories to your packages.

Appointment Types

• Go to Business Settings > Appointment Types.
• Click the Edit button to the right of one of the appointment types that you want to include in the category.
• Find the Category field and click the Create a new Category… link.

• Name your new category and click Save.
• Click Update Appointment Type.

Packages

• Go to Business Settings > Packages, Gift Certificates, & Subscriptions.
• Click the Edit button to the right of one of the packages that you want to include in the category.
• Find the Category field and click the Create a new Category… link.

• Name your new category and click Save.
• Click Update Package.

Adding to Existing Categories

Appointment Types

• Go to Business Settings > Appointment Types.
• Click the Edit button to the right of the appointment type you want to add to the category.
• In the Category field, select your category from the dropdown menu.

• Click Update Appointment Type.

Packages

• Go to Business Settings > Packages, Gift Certificates, & Subscriptions.
• Click the Edit button to the right of the package you want to add to the category.
• In the Category field, select your category from the dropdown menu.

• Click Update Appointment Type.

Editing Category Names

Appointment Types

• Go to Business Settings > Appointment Types.
• Click on the name of the category you want to rename.

• Enter the new name.
• Click Save.

Packages

• Go to Business Settings > Packages, Gift Certificates, & Subscriptions.
• Click on the name of the category you want to rename.

• Enter the new name.
• Click Save.

Deleting Categories

Appointment Types

• Go to Business Settings > Appointment Types.
• Click on the name of the category you want to delete.
• Enter the name of the existing category to which you want the appointment types transferred.
• If you do not want them to be in any category, delete the existing name and leave the field blank.
• Click Save.

Packages

• Go to Business Settings > Packages, Gift Certificates, & Subscriptions.
• Click on the name of the category you want to delete.
• Enter the name of the existing category to which you want the packages transferred. If you do not want them to be in any category, delete the existing name and leave the field blank.
• Click Save.

Linking Directly to Categories

Appointment Types

• Go to Business Settings > Appointment Types.
• Click on the link that says Direct Scheduling Link directly to the right of the category’s name.

• Copy the link that appears and share it with your customers.
• If you want to embed the scheduler for that specific category, click the Embed Scheduler tab and use the code that appears.

Packages

• Go to Business Settings > Packages, Gift Certificates, & Subscriptions.
• Click on the link that says Direct Scheduling Link directly to the right of the category’s name.
• Copy the link that appears and share it with your customers.
• If you want to embed the scheduler for that specific category, click the Embed tab and use the code that appears.

Changing the order of Packages and Appointment Types in a Category

To change the order of appointment types or packages in a category, you can drag-and-drop them in the order you want. This must be done on a computer, rather than on a phone.

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