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Manage Service Categories

This user guide provides step-by-step instructions for adding, editing, and attaching a service category to a service offered by Med SPAs in the DigiMEDSPA Portal.

Understanding Terminologies

Service Categories

Service categories are classifications that group similar types of services or procedures offered at a Med SPA based on their similar characteristics, such as facial treatments, body contouring, injectables, laser treatments, etc. Service categories streamline the booking process, making it easier for patients to navigate offerings and allowing the Med SPA to manage services efficiently by grouping related procedures under specific headings, helping with pricing, promotions, and resource allocation.

Add Service Category

  1. The user can create a service category by accessing the “Service Categories” through the Services & Bundles App from two entry points.
    1. From the EMR Panel, click on “Service Categories” under “Services & Bundles”.
    2. From the Left Navigation, open the “EMR Admin” dropdown, select “Services & Bundles”, and then choose “Service Categories” from the subsequent dropdown menu.
  2. To add a new service category, click on the “New Category‘’ button in the top right corner of the screen.
  3. Enter the “Name” for the Service Category, then select the relevant “Services” from the dropdown menu.
    Note: You can choose as many services as needed for the category.
  4. Select the “Status” of the service category as either “Enable or “Disable. After entering all the necessary information, click “Create Category.”
    The service category has been added successfully!Note: When a service category is set to "Enable," it becomes active and visible in the portal, allowing patients and providers to view and select the services within that category for booking and other operations. Setting a service category to "Disable" makes it inactive, meaning it won't be visible or accessible for selection in the portal until it is enabled. This is useful for temporarily removing services from availability without permanently deleting them.

Edit Service Category

  1. From the service category list, click on three dots under the action column and select "Edit" for the specific service category.
  2. Make the desired changes in the service category form. Once done, click “Update Category”.
    The service category has been successfully edited! Note: The service category can also be edited by clicking the "Edit Category" button in the top right corner of the View Service Category Page.

Attach a Service Category to a Service

  1. In Step 1 of creating or updating a service, select the relevant Service Category from the dropdown menu to attach with the service being created or updated.
  2. After selecting the relevant service category for the service, click “Next”. At Step 3, click “Submit” to save the updates.
    The service category has been successfully attached to the service!