How to organize a service using categories

Overview

Categories help organize services within the CMS based on property needs. For example, services can be grouped by type (such as buffet vs. à la carte dining, massages vs. thermal circuits, or adult pools vs. family pools) or by location (such as building or area in a resort).

Categories improve CMS organization and allow staff to create shortcuts or groupings that link to specific service categories on the app home page.

Before getting started

Before managing service categories, ensure to:

• Know the criteria to use for categorizing services.
• Have access to the CMS and the relevant feature section under Content.

Options for managing service categories

1. Create a category

1. Navigate to the desired feature section under Content.
2. Click Add category.
3. Enter the category name in the text box provided.
4. To add translations, click the flag icon and input the name in other languages.
5. Click the arrow icon to save changes.

2. Move a service to a category

1. Navigate to the desired feature section under Content.
2. Hover the cursor over the service box and click Move.
3. Select the desired category from the dropdown menu.

3. Delete a category

1. Navigate to the desired feature section under Content.
2. Click the trash icon next to the category name.
3. Confirm deletion.

4. Rename a category

1. Navigate to the desired feature section under Content.
2. Click on the category text box to edit it.
3. Enter the new category name.
4. To update translations, click the flag icon and input the translated names.
5. Click the arrow icon to save changes.

Review categories in the app

Once services are organized into categories, check how they appear in the app using the Preview button. This button is available on the right side of the screen, allowing staff to see the app layout as guests will experience it.

Next steps

Leverage categories to simplify service navigation and organization in the CMS. Link categories to app main page shortcuts for improved accessibility and visibility (link).

Once services are created and organized into categories, refer to this article to learn how to set opening hours and configure the booking system (link).

Need further assistance?

If there are additional questions or further assistance is required:

• Contact support via live chat.
• Send a ticket to the Support team.
• Visit STAY Academy, the training platform.