All Collections
Price Book
The Basics
Add, edit, and delete a category in your Price Book
Add, edit, and delete a category in your Price Book

How to manage categories and what happens when you delete a category from your Price Book

Ian avatar
Written by Ian
Updated over a week ago

*When you delete a category, all items below that category will also be deleted.

How to add a category

1. Click the Category button in the top right of your screen.

2. Type the category name, add an image (optional), and click save.

Subcategories can only be added to a Category if there are no service items in the current Category or the Category already has Subcategories within it.

To add a Subcategory click +CATEGORY

How to edit a category

  1. To edit an existing category, click the three vertical dot icon in the lower right corner of a category and select “Edit”.

  2. Change the text and/or image and click save.

How to delete a category

  1. To delete an existing category, click the three vertical dot icon in the lower right corner of a category and select “Delete”.

The category will be removed from the services area for that industry.

Did this answer your question?