Adding and Tracking a New Service Report Category in Reports

Navigate to the Setup button to the right of the screen.
Press the Services icon
Locate the section for Report Categories (RPTS CATEG) at the bottom of the screen.
Choose a report number under which the new category should be tracked (e.g., Report Number 5).
Re-label the report category with the category name, e.g. "Massage."

Expand the Service Category by pressing the +
Select the desired Service.
Press Details at the bottom of the screen
For each Service block, tick the correct Report Category box, e.g. "Block 1 Counts Towards"
Please note, multiple Report Categories can be assigned to a single service if required.
Please note, services set up utilising more than 1 'Block' should have a Report Category assigned to each 'Block'

Confirm the changes by clicking Done.
Shortcuts will now track all services assigned to this category under the specified report.

Any service added in the future, such as a 60-minute massage, a 90-minute massage, or a shiatsu massage, will automatically be grouped under the Massage category.
Existing services like haircuts, nail services, or colour treatments will continue to track under their respective report categories.

Simplified Reporting: Group similar services together for streamlined data analysis.
Improved Organisation: Easily locate and review service performance data.
Customisable Tracking: Tailor categories to meet your business needs as new services are introduced.
Targeted Marketing: Use these Report Categories to aid in the TargetME marketing feature, to target clients who have visited for a service that utilises that Report Category.

This guide explains how to add and track a new service category in your reporting system. It is designed to help you categorise services, making it easier to monitor trends and performance.